Kwb Wealth Jp Morgan Diversified Return Transaction History
Kwb Wealth
- $785 Million
- Q1 2025
A detailed history of Kwb Wealth transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Kwb Wealth holds 150,560 shares of JPEM stock, worth $8.55 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
150,560
Previous 145,704
3.33%
Holding current value
$8.55 Million
Previous $7.56 Million
5.2%
% of portfolio
1.01%
Previous 0.96%
Shares
11 transactions
Others Institutions Holding JPEM
# of Institutions
134Shares Held
5.02MCall Options Held
0Put Options Held
0-
Old Mission Capital LLC345KShares$19.6 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC299KShares$17 Million0.01% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS243KShares$13.8 Million0.16% of portfolio
-
Morgan Stanley New York, NY211KShares$12 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC195KShares$11.1 Million0.0% of portfolio