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 $1.74 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
16,494
Previous 15,533 6.19%
Holding current value
$1.74 Million
Previous $1.63 Million 3.62%
% of portfolio
0.21%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025

BUY
$102.08 - $110.92 $98,098 - $106,594
961 Added 6.19%
16,494 $1.69 Million
Q3 2024

Oct 07, 2024

BUY
$94.32 - $105.04 $119,126 - $132,665
1,263 Added 8.85%
15,533 $1.63 Million
Q1 2024

Apr 19, 2024

SELL
$89.62 - $99.14 $41,225 - $45,604
-460 Reduced 3.12%
14,270 $1.41 Million
Q4 2023

Jan 10, 2024

BUY
$79.3 - $92.33 $1.17 Million - $1.36 Million
14,730 New
14,730 $1.35 Million

Others Institutions Holding JPME

About JPMORGAN TR. DIVERSIFIED RETUR


  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
Track This Portfolio

Track Kwb Wealth Portfolio

Follow Kwb Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kwb Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Kwb Wealth with notifications on news.