Kestra Private Wealth Services, LLC Jpmorgan Tr. Diversified Retur Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 3,633 shares of JPME stock, worth $386,950. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,633
Previous 3,831
5.17%
Holding current value
$386,950
Previous $385,000
2.34%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding JPME
# of Institutions
97Shares Held
2.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY430KShares$45.8 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL295KShares$31.4 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC230KShares$24.5 Million0.01% of portfolio
-
Dynamic Advisor Solutions LLC156KShares$16.6 Million0.51% of portfolio
-
Cerity Partners LLC New York, NY100KShares$10.7 Million0.02% of portfolio