Kwb Wealth J P Morgan Diversified Return Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
A detailed history of Kwb Wealth transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Kwb Wealth holds 26,460 shares of JPSE stock, worth $1.35 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
26,460
Previous 23,509
12.55%
Holding current value
$1.35 Million
Previous $1.02 Million
24.02%
% of portfolio
0.16%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding JPSE
# of Institutions
97Shares Held
8.05MCall Options Held
0Put Options Held
0-
Koss Olinger Consulting, LLC1.21MShares$61.6 Million5.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL781KShares$39.7 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL564KShares$28.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC553KShares$28.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC485KShares$24.7 Million0.0% of portfolio