Kwb Wealth J P Morgan Diversified Return Transaction History
Kwb Wealth
- $789 Million
- Q4 2024
A detailed history of Kwb Wealth transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Kwb Wealth holds 26,489 shares of JPSE stock, worth $1.27 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
26,489
Previous 26,460
0.11%
Holding current value
$1.27 Million
Previous $1.27 Million
2.13%
% of portfolio
0.16%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding JPSE
# of Institutions
99Shares Held
7.95MCall Options Held
0Put Options Held
0-
Koss Olinger Consulting, LLC1.21MShares$58.1 Million5.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL781KShares$37.4 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL564KShares$27.1 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC553KShares$26.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC485KShares$23.3 Million0.0% of portfolio