Kingsview Wealth Management, LLC Jp Morgan Diversified Return Transaction History

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 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 30,028 shares of JPEM stock, worth $1.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
30,028
Previous 27,510 9.15%
Holding current value
$1.6 Million
Previous $1.49 Million 14.32%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
125
Shares Held
7.43M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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