Purchases and Sales Made in Q4 2024 in Jpmorgan Tr. Diversified Retur (JPME)
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
|
1900 Wealth Management LLC
|
SELL
|
- |
-253- 0.53% |
$25.8K - $28.1K
|
47.3K
$4.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-298- 4.26% |
$30.4K - $33.1K
|
6.7K
$672K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-359- 2.61% |
$36.6K - $39.8K
|
13.4K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-424- 14.95% |
$43.3K - $47K
|
2.41K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-425- 3.56% |
$43.4K - $47.1K
|
11.5K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-504- 14.83% |
$51.4K - $55.9K
|
2.9K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-522- 11.75% |
$53.3K - $57.9K
|
3.92K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-549- 12.02% |
$56K - $60.9K
|
4.02K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-558- 4.75% |
$57K - $61.9K
|
11.2K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-564- 0.77% |
$57.6K - $62.6K
|
72.8K
$7.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-613- 6.17% |
$62.6K - $68K
|
9.33K
$936K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-706- 7.94% |
$72.1K - $78.3K
|
8.19K
$822K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.02K- 16.66% |
$104K - $113K
|
5.09K
$511K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.04K- 7.75% |
$106K - $116K
|
12.4K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.26K- 1.43% |
$128K - $140K
|
86.8K
$8.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.67K- 1.15% |
$170K - $185K
|
143K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.83K- 36.32% |
$289K - $314K
|
4.97K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.21K- 0.61% |
$429K - $467K
|
688K
$69M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.18K- 2.49% |
$733K - $796K
|
281K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.77K- 54.8% |
$793K - $862K
|
6.41K
$643K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-9.28K- 18.27% |
$948K - $1.03M
|
41.5K
$4.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-29.2K- 40.19% |
$2.98M - $3.24M
|
43.5K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-39.1K- 82.02% |
$3.99M - $4.34M
|
8.58K
$861K
|