Kestra Private Wealth Services, LLC J P Morgan Diversified Return Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 6,781 shares of JPSE stock, worth $314,977. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,781
Previous 7,099 4.48%
Holding current value
$314,977
Previous $309,000 0.32%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$38.2 - $45.49 $12,147 - $14,465
-318 Reduced 4.48%
6,781 $308,000
Q1 2025

May 05, 2025
SELL
$42.78 - $48.51 $6,844 - $7,761
-160 Reduced 2.2%
7,099 $309,000
Q4 2024

Jan 28, 2025
SELL
$46.77 - $51.7 $52,943 - $58,524
-1,132 Reduced 13.49%
7,259 $340,000
Q3 2024

Nov 13, 2024
BUY
$43.03 - $48.28 $38,382 - $43,065
892 Added 11.89%
8,391 $403,000
Q2 2024

Aug 12, 2024
BUY
$42.08 - $45.34 $80,414 - $86,644
1,911 Added 34.2%
7,499 $326,000
Q1 2024

May 02, 2024
BUY
$41.74 - $45.2 $233,243 - $252,577
5,588 New
5,588 $252,000

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.31M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
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