Kwb Wealth J P Morgan Diversified Return Transaction History

Kwb Wealth

$847 Million
Q2 2025

A detailed history of Kwb Wealth transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Kwb Wealth holds 26,623 shares of JPSE stock, worth $1.24 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

26,623

Previous 25,659 3.76%

Holding current value

$1.24 Million

Previous $1.11 Million 8.71%

% of portfolio

0.14%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$38.2 - $45.49 $36,824 - $43,852	964 Added 3.76%	26,623 $1.21 Million
Q1 2025 Apr 10, 2025	SELL	$42.78 - $48.51 $35,507 - $40,263	-830 Reduced 3.13%	25,659 $1.11 Million
Q4 2024 Jan 13, 2025	BUY	$46.77 - $51.7 $1,356 - $1,499	29 Added 0.11%	26,489 $1.24 Million
Q3 2024 Oct 07, 2024	BUY	$43.03 - $48.28 $126,981 - $142,474	2,951 Added 12.55%	26,460 $1.27 Million
Q1 2024 Apr 19, 2024	BUY	$41.74 - $45.2 $5,050 - $5,469	121 Added 0.52%	23,509 $1.06 Million
Q4 2023 Jan 10, 2024	BUY	$36.92 - $44.74 $863,484 - $1.05 Million	23,388 New	23,388 $1.03 Million

Others Institutions Holding JPSE

# of Institutions

108

Shares Held

9.32M

Call Options Held

Put Options Held

View Full List

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
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