Kwb Wealth Jp Morgan Diversified Return Transaction History
Kwb Wealth
- $847 Million
- Q2 2025
A detailed history of Kwb Wealth transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Kwb Wealth holds 152,838 shares of JPEM stock, worth $8.8 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
152,838
Previous 150,560
1.51%
Holding current value
$8.8 Million
Previous $7.95 Million
8.41%
% of portfolio
1.02%
Previous 1.01%
Shares
12 transactions
Others Institutions Holding JPEM
# of Institutions
133Shares Held
5.04MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC317KShares$18.2 Million0.01% of portfolio
-
Old Mission Capital LLC274KShares$15.8 Million0.06% of portfolio
-
Morgan Stanley New York, NY246KShares$14.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$12.2 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.211KShares$12.2 Million0.07% of portfolio