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

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JPSE

# of Institutions

108

Shares Held

9.23M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.25M
Shares

$62.4 Million
4.72% of portfolio
Lpl Financial LLC Fort Mill, SC

832K
Shares

$41.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

796K
Shares

$39.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$39 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

572K
Shares

$28.6 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
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