Kwb Wealth Jp Morgan Diversified Return Transaction History

Kwb Wealth

  • $789 Million
  • Q4 2024

A detailed history of Kwb Wealth transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Kwb Wealth holds 145,704 shares of JPEM stock, worth $7.79 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
145,704
Previous 140,253 3.89%
Holding current value
$7.79 Million
Previous $7.94 Million 4.82%
% of portfolio
0.96%
Previous 0.99%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
135
Shares Held
5.46M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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