Jpmorgan Tr. Diversified Retur JPME

JPME Quotes by TradingView
Institutional shares held 2.97 Million
0 calls
0 puts
Total value of holdings $283M
$0 calls
$0 puts
# of Institutions 98

Quarterly Institutional Activity in JPME

Shares Bought
Shares Sold
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Top Institutions Holding JPME

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Latest Institutional Activity in JPME

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 140K ($13.3M)
34.4K Shares purchased
32.64% Added
Q1 2025
Good Life Advisors, LLC Shares Held: 26.5K ($2.52M)
26.5K Shares purchased
New Holding
Q1 2025
1900 Wealth Management LLC Shares Held: 49.1K ($4.67M)
1.81K Shares purchased
3.83% Added
Q1 2025
Kwb Wealth Shares Held: 17.4K ($1.65M)
907 Shares purchased
5.5% Added
Q1 2025
Farther Finance Advisors, LLC Shares Held: 29 ($2.76K)
29 Shares purchased
New Holding
View All Buyers

Top Sells

Q1 2025
Teamwork Financial Advisors, LLC Shares Held: 2.22K ($211K)
125K Shares sold
98.25% Reduced
Q1 2025
Richard P Slaughter Associates Inc Shares Held: 12.6K ($1.19M)
1.15K Shares sold
8.37% Reduced
Q1 2025
Apella Capital, LLC Shares Held: 12.1K ($1.15M)
269 Shares sold
2.17% Reduced
Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 3.95K ($376K)
63 Shares sold
1.57% Reduced
Q4 2024
Gateway Wealth Partners, LLC Shares Held: 8.58K ($816K)
39.1K Shares sold
82.02% Reduced
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About JPME

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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