Kingsview Wealth Management, LLC J P Morgan Diversified Return Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 53,516 shares of JPSE stock, worth $2.33 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

53,516

Previous 52,973 1.03%

Holding current value

$2.33 Million

Previous $2.54 Million 1.3%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$46.77 - $51.7 $25,396 - $28,073	543 Added 1.03%	53,516 $2.51 Million
Q3 2024 Nov 12, 2024	BUY	$43.03 - $48.28 $126,422 - $141,846	2,938 Added 5.87%	52,973 $2.54 Million
Q2 2024 Aug 14, 2024	BUY	$42.08 - $45.34 $608,434 - $655,571	14,459 Added 40.64%	50,035 $2.18 Million
Q1 2024 May 09, 2024	BUY	$41.74 - $45.2 $82,186 - $88,998	1,969 Added 5.86%	35,576 $1.61 Million
Q4 2023 Feb 08, 2024	BUY	$36.92 - $44.74 $518,836 - $628,731	14,053 Added 71.87%	33,607 $1.48 Million
Q3 2023 Nov 07, 2023	BUY	$38.77 - $43.1 $351,682 - $390,960	9,071 Added 86.53%	19,554 $768,000
Q2 2023 Aug 10, 2023	BUY	$37.79 - $40.96 $177,461 - $192,348	4,696 Added 81.15%	10,483 $429,000
Q1 2023 May 15, 2023	BUY	$37.92 - $43.54 $219,443 - $251,965	5,787 New	5,787 $230,000

Others Institutions Holding JPSE

# of Institutions

109

Shares Held

9.72M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Kingsview Wealth Management, LLC J P Morgan Diversified Return Transaction History