Purchases and Sales Made in Q4 2025 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q4 2025. The information is specifically focused on institutions that hold shares of JP MORGAN DIVERSIFIED RETURN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
33.3K+ 33.92% |
$1.92M - $2.04M
|
131K
$8M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7.17K+ 5.5% |
$413K - $440K
|
138K
$8.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.41KNew |
$197K - $209K
|
3.41K
$208K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.88K+ 5.06% |
$166K - $176K
|
59.7K
$3.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.77K+ 10.35% |
$102K - $109K
|
18.9K
$1.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.72K+ 1.09% |
$98.8K - $105K
|
159K
$9.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.23K+ 8.44% |
$70.5K - $75.1K
|
15.7K
$958K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
696+ 126.09% |
$40.1K - $42.7K
|
1.25K
$76K
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
400+ 15.07% |
$23K - $24.5K
|
3.06K
$186K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
85+ 1.49% |
$4.9K - $5.21K
|
5.78K
$352K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
78+ 1.2% |
$4.49K - $4.78K
|
6.57K
$400K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-13- 2.39% |
$749 - $797
|
530
$32.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-67- 0.04% |
$3.86K - $4.11K
|
179K
$10.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-94- 0.84% |
$5.41K - $5.77K
|
11.2K
$679K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-154- 0.61% |
$8.87K - $9.45K
|
25.2K
$1.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-215- 3.74% |
$12.4K - $13.2K
|
5.53K
$337K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.39K- 3.98% |
$80.1K - $85.3K
|
33.5K
$2.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.09K- 17.28% |
$120K - $128K
|
9.98K
$608K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-52.1K- 83.53% |
$3M - $3.2M
|
10.3K
$626K
|
|