A detailed history of Kwb Wealth transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Kwb Wealth holds 15,533 shares of JPME stock, worth $1.61 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,533
Previous 14,270 8.85%
Holding current value
$1.61 Million
Previous $1.36 Million 20.1%
% of portfolio
0.2%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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