Kwb Wealth J P Morgan Diversified Return Call Options Transaction History

Kwb Wealth

$806 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JPSE

# of Institutions

97

Shares Held

8.05M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.21M
Shares

$61.6 Million
5.09% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$39.7 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$28.7 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

553K
Shares

$28.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

485K
Shares

$24.7 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
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