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

Kingsview Wealth Management, LLC

$3.76 Billion
Q1 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 35,576 shares of JPSE stock, worth $1.55 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

35,576

Previous 33,607 5.86%

Holding current value

$1.55 Million

Previous $1.48 Million 8.65%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

6.89M

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