Purchases and Sales Made in Q4 2024 in Jpmorgan Tr. Diversified Retur (JPME)

JPME Quotes by TradingView

This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q4 2024. The information is specifically focused on institutions that hold shares of JPMORGAN TR. DIVERSIFIED RETUR.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 27, 2025 Q4 2024
Mas Advisors LLC

Miami, FL
BUY
 -
17.6K
New
$1.79M - $1.95M
17.6K $1.76M
Feb 13, 2025 Q4 2024
Stonehaven Wealth & Tax Solutions, LLC

Appleton, WI
BUY
 -
17K
New
$1.74M - $1.89M
17K $1.71M
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
16.4K
New
$1.68M - $1.82M
16.4K $1.65M
Feb 11, 2025 Q4 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
14.8K
+ 6.85%
$1.51M - $1.64M
230K $23.1M
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

BUY
 -
13.9K
+ 107.16%
$1.42M - $1.54M
26.9K $2.7M
Feb 14, 2025 Q4 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
13.7K
+ 29.64%
$1.4M - $1.52M
60K $6.02M
Jan 21, 2025 Q4 2024
Dynamic Advisor Solutions LLC

BUY
 -
8.77K
+ 9.09%
$896K - $973K
105K $10.6M
Jan 17, 2025 Q4 2024
Teamwork Financial Advisors, LLC

BUY
 -
8.69K
+ 7.36%
$887K - $964K
127K $12.7M
Feb 14, 2025 Q4 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
5.51K
+ 24.73%
$562K - $611K
27.8K $2.79M
Feb 11, 2025 Q4 2024
Zega Investments, LLC

Palm Beach Gardens, FL
BUY
 -
4.27K
New
$436K - $474K
4.27K $428K
Feb 13, 2025 Q4 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.82K
+ 18.19%
$186K - $202K
11.8K $1.19M
Feb 10, 2025 Q4 2024
Commonwealth Equity Services, LLC

BUY
 -
1.7K
+ 7.24%
$174K - $189K
25.2K $2.53M
Feb 13, 2025 Q4 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.5K
+ 0.67%
$153K - $166K
226K $22.7M
Feb 03, 2025 Q4 2024
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
1.4K
+ 9.91%
$143K - $155K
15.5K $1.56M
Jan 24, 2025 Q4 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
1.33K
+ 15.04%
$135K - $147K
10.1K $1.02M
Feb 12, 2025 Q4 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.08K
+ 6.93%
$110K - $119K
16.6K $1.66M
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
1.04K
New
$106K - $115K
1.04K $104K
Jan 13, 2025 Q4 2024
Kwb Wealth

Redlands, CA
BUY
 -
961
+ 6.19%
$98.1K - $107K
16.5K $1.65M
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
958
New
$97.8K - $106K
958 $96.1K
Feb 14, 2025 Q4 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
950
+ 2.2%
$97K - $105K
44.2K $4.43M
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
933
+ 108.49%
$95.2K - $103K
1.79K $180K
Feb 14, 2025 Q4 2024
Ubs Group Ag

BUY
 -
653
New
$66.7K - $72.4K
653 $65.5K
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
626
+ 1.39%
$63.9K - $69.4K
45.6K $4.57M
Feb 07, 2025 Q4 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
530
+ 0.18%
$54.1K - $58.8K
293K $29.4M
Jan 14, 2025 Q4 2024
Richard P Slaughter Associates Inc

BUY
 -
515
+ 3.9%
$52.6K - $57.1K
13.7K $1.38M
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
316
New
$32.3K - $35.1K
316 $31.7K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
174
+ 2.6%
$17.8K - $19.3K
6.86K $688K
Feb 13, 2025 Q4 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
173
+ 2.21%
$17.7K - $19.2K
8K $803K
Feb 12, 2025 Q4 2024
Envestnet Asset Management Inc

BUY
 -
163
+ 1.7%
$16.6K - $18.1K
9.74K $977K
Feb 11, 2025 Q4 2024
Core First Bank & Trust

Topeka, KS
BUY
 -
156
New
$15.9K - $17.3K
156 $15.6K
Jan 23, 2025 Q4 2024
Fifth Third Securities, Inc.

BUY
 -
118
+ 2.56%
$12K - $13.1K
4.73K $475K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
82
New
$8.37K - $9.1K
82 $8.23K
Feb 12, 2025 Q4 2024
Thoroughbred Financial Services, LLC

BUY
 -
71
+ 0.98%
$7.25K - $7.88K
7.31K $733K
Feb 12, 2025 Q4 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
46
+ 4600.0%
$4.7K - $5.1K
47 $4.72K
Jan 31, 2025 Q4 2024
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
34
+ 0.54%
$3.47K - $3.77K
6.3K $632K
Feb 10, 2025 Q4 2024
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
21
New
$2.14K - $2.33K
21 $2.11K
Feb 13, 2025 Q4 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
15
+ 0.24%
$1.53K - $1.66K
6.23K $624K
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
13
+ 0.14%
$1.33K - $1.44K
9.6K $963K
Feb 28, 2025 Q4 2024
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
7
New
$715 - $776
7 $702
Feb 13, 2025 Q4 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2
New
$204 - $222
2 $201
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
2
+ 0.64%
$204 - $222
314 $31.5K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 17, 2025 Q4 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-2
- 13.33%
$204 - $222
13 $1.3K
Jan 27, 2025 Q4 2024
Stratos Wealth Partners, Ltd.

SELL
 -
-20
- 0.21%
$2.04K - $2.22K
9.48K $951K
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

SELL
 -
-42
- 0.25%
$4.29K - $4.66K
16.7K $1.67M
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

SELL
 -
-42
- 4.47%
$4.29K - $4.66K
897 $90K
Feb 07, 2025 Q4 2024
Pfg Advisors

SELL
 -
-102
- 3.44%
$10.4K - $11.3K
2.86K $287K
Feb 05, 2025 Q4 2024
Private Trust CO Na

SELL
 -
-121
- 23.63%
$12.4K - $13.4K
391 $39.2K
Feb 12, 2025 Q4 2024
Sanctuary Wealth Management, L.L.C.

SELL
 -
-167
- 9.17%
$17K - $18.5K
1.65K $166K

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