Kwb Wealth Jpmorgan Tr. Diversified Retur Transaction History
Kwb Wealth
- $789 Million
- Q4 2024
A detailed history of Kwb Wealth transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Kwb Wealth holds 16,494 shares of JPME stock, worth $1.72 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
16,494
Previous 15,533
6.19%
Holding current value
$1.72 Million
Previous $1.63 Million
3.62%
% of portfolio
0.21%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding JPME
# of Institutions
96Shares Held
3.03MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY688KShares$71.6 Million0.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL293KShares$30.5 Million0.04% of portfolio
-
Morgan Stanley New York, NY281KShares$29.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC230KShares$24 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS226KShares$23.6 Million0.77% of portfolio