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%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$50.81 - $54.04 $246,733 - $262,418	4,856 Added 3.33%	150,560 $7.95 Million
Q4 2024 Jan 13, 2025	BUY	$51.88 - $57.84 $282,797 - $315,285	5,451 Added 3.89%	145,704 $7.56 Million
Q3 2024 Oct 07, 2024	BUY	$52.23 - $56.96 $327,220 - $356,854	6,265 Added 4.68%	140,253 $7.94 Million
Q2 2024 Jul 23, 2024	SELL	$53.03 - $56.92 $257,195 - $276,062	-4,850 Reduced 3.49%	133,988 $7.25 Million
Q1 2024 Apr 19, 2024	BUY	$51.04 - $54.18 $121,015 - $128,460	2,371 Added 1.74%	138,838 $7.42 Million
Q4 2023 Jan 10, 2024	BUY	$47.68 - $52.39 $2.39 Million - $2.63 Million	50,171 Added 58.14%	136,467 $7.14 Million
Q3 2023 Oct 10, 2023	SELL	$50.11 - $53.14 $117,658 - $124,772	-2,348 Reduced 2.65%	86,296 $4.35 Million
Q2 2023 Jul 24, 2023	SELL	$49.67 - $52.49 $111,608 - $117,945	-2,247 Reduced 2.47%	88,644 $4.48 Million
Q1 2023 Apr 07, 2023	BUY	$49.13 - $52.77 $18,227 - $19,577	371 Added 0.41%	90,891 $4.59 Million
Q4 2022 Feb 09, 2023	BUY	$44.98 - $50.79 $3.83 Million - $4.32 Million	85,060 Added 1557.88%	90,520 $4.46 Million
Q3 2022 Nov 10, 2022	BUY	$44.6 - $51.11 $243,516 - $279,060	5,460 New	5,460 $244,000

Others Institutions Holding JPEM

# of Institutions

134

Shares Held

5.02M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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