Kingsview Wealth Management, LLC Jp Morgan Diversified Return Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 30,799 shares of JPEM stock, worth $1.65 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

30,799

Previous 30,028 2.57%

Holding current value

$1.65 Million

Previous $1.7 Million 6.06%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$51.88 - $57.84 $39,999 - $44,594	771 Added 2.57%	30,799 $1.6 Million
Q3 2024 Nov 12, 2024	BUY	$52.23 - $56.96 $131,515 - $143,425	2,518 Added 9.15%	30,028 $1.7 Million
Q2 2024 Aug 14, 2024	BUY	$53.03 - $56.92 $422,171 - $453,140	7,961 Added 40.72%	27,510 $1.49 Million
Q1 2024 May 09, 2024	BUY	$51.04 - $54.18 $240,602 - $255,404	4,714 Added 31.78%	19,549 $1.04 Million
Q4 2023 Feb 08, 2024	BUY	$47.68 - $52.39 $266,149 - $292,440	5,582 Added 60.33%	14,835 $775,000
Q3 2023 Nov 07, 2023	BUY	$50.11 - $53.14 $157,295 - $166,806	3,139 Added 51.34%	9,253 $466,000
Q2 2023 Aug 10, 2023	BUY	$49.67 - $52.49 $303,682 - $320,923	6,114 New	6,114 $308,000

Others Institutions Holding JPEM

# of Institutions

135

Shares Held

5.46M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC Jp Morgan Diversified Return Transaction History