Kwb Wealth Jp Morgan Diversified Return Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
A detailed history of Kwb Wealth transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Kwb Wealth holds 140,253 shares of JPEM stock, worth $7.72 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
140,253
Previous 133,988
4.68%
Holding current value
$7.72 Million
Previous $7.25 Million
9.61%
% of portfolio
0.99%
Previous 0.99%
Shares
9 transactions
Others Institutions Holding JPEM
# of Institutions
127Shares Held
7.57MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL2.67MShares$147 Million0.14% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX496KShares$27.3 Million0.97% of portfolio
-
Bank Of America Corp Charlotte, NC336KShares$18.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC272KShares$15 Million0.01% of portfolio
-
Morgan Stanley New York, NY235KShares$12.9 Million0.0% of portfolio