Kwb Wealth Jpmorgan Tr. Diversified Retur Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
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
Others Institutions Holding JPME
# of Institutions
87Shares Held
3.05MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY692KShares$71.6 Million0.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL292KShares$30.2 Million0.04% of portfolio
-
Morgan Stanley New York, NY288KShares$29.8 Million0.0% of portfolio
-
Creative One Wealth, LLC Overland Park, KS225KShares$23.3 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC215KShares$22.3 Million0.01% of portfolio