Purchases and Sales Made in Q4 2025 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q4 2025. 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 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
15.3KNew |
$1.61M - $1.67M
|
15.3K
$1.64M
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.08KNew |
$219K - $227K
|
2.08K
$222K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.06K+ 2.3% |
$217K - $225K
|
91.7K
$9.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.5K+ 8.33% |
$157K - $163K
|
19.5K
$2.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.16K+ 28.26% |
$122K - $126K
|
5.26K
$562K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
619+ 355.75% |
$65K - $67.5K
|
793
$84.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
595+ 2.69% |
$62.4K - $64.8K
|
22.7K
$2.43M
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
200New |
$21K - $21.8K
|
200
$21.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
71+ 1.6% |
$7.45K - $7.74K
|
4.5K
$480K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
18+ 600.0% |
$1.89K - $1.96K
|
21
$2.24K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$630 - $654
|
6
$641
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.0% |
$210 - $218
|
47.5K
$5.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.88% |
$105 - $109
|
115
$12.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14- 0.31% |
$1.47K - $1.53K
|
4.44K
$474K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-193- 1.6% |
$20.3K - $21K
|
11.9K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-235- 2.47% |
$24.7K - $25.6K
|
9.29K
$992K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-371- 9.49% |
$38.9K - $40.4K
|
3.54K
$378K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-497- 4.72% |
$52.2K - $54.2K
|
10K
$1.07M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.81K- 2.69% |
$190K - $197K
|
65.4K
$6.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.96K- 1.26% |
$205K - $213K
|
154K
$16.4M
|
|