Purchases and Sales Made in Q3 2025 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q3 2025. The information is specifically focused on institutions that hold shares of J P MORGAN DIVERSIFIED RETURN .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
108KNew |
$4.87M - $5.5M
|
108K
$5.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.9K+ 61.59% |
$3.37M - $3.81M
|
196K
$9.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.6KNew |
$1.56M - $1.76M
|
34.6K
$1.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
34.6KNew |
$1.56M - $1.76M
|
34.6K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.9K+ 3.47% |
$1.3M - $1.47M
|
861K
$42.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.5K+ 74.09% |
$790K - $893K
|
41.2K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.4K+ 94.96% |
$692K - $783K
|
31.6K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
12.2KNew |
$548K - $620K
|
12.2K
$596K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.09K+ 11.07% |
$410K - $463K
|
91.2K
$4.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.93K+ 5.48% |
$312K - $353K
|
134K
$6.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.72K+ 1.0% |
$258K - $291K
|
578K
$28.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
5.66K+ 1.8% |
$255K - $288K
|
321K
$15.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.39K+ 4.83% |
$198K - $224K
|
95.4K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.11K+ 2.18% |
$185K - $209K
|
193K
$9.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.07KNew |
$183K - $207K
|
4.07K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.71K+ 8.14% |
$167K - $189K
|
49.3K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
3.16K+ 2.1% |
$142K - $161K
|
154K
$7.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.11K+ 1.71% |
$140K - $159K
|
185K
$9.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 97066.67% |
$131K - $148K
|
2.92K
$143K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.3K+ 1.21% |
$104K - $117K
|
193K
$9.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.01K+ 14.14% |
$90.7K - $103K
|
16.3K
$796K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.24K+ 1.11% |
$55.7K - $62.9K
|
112K
$5.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.03K+ 2.05% |
$46.5K - $52.6K
|
51.4K
$2.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
851+ 0.55% |
$38.3K - $43.3K
|
157K
$7.69M
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
634+ 2.89% |
$28.6K - $32.3K
|
22.6K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
549+ 1.08% |
$24.7K - $28K
|
51.6K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
486New |
$21.9K - $24.8K
|
486
$23.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
426+ 211.94% |
$19.2K - $21.7K
|
627
$30.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
264New |
$11.9K - $13.4K
|
264
$12.9K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
154+ 0.68% |
$6.94K - $7.84K
|
22.8K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
150+ 0.79% |
$6.76K - $7.64K
|
19.1K
$937K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
93New |
$4.19K - $4.74K
|
93
$4.56K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
80+ 34.48% |
$3.6K - $4.07K
|
312
$15.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
78+ 1.05% |
$3.51K - $3.97K
|
7.52K
$368K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
71New |
$3.2K - $3.62K
|
71
$3.48K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
59+ 0.22% |
$2.66K - $3K
|
26.7K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
35+ 0.43% |
$1.58K - $1.78K
|
8.15K
$399K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23+ 0.42% |
$1.04K - $1.17K
|
5.47K
$268K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
15+ 15.63% |
$676 - $764
|
111
$5.44K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13New |
$586 - $662
|
13
$637
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6+ 0.03% |
$270 - $306
|
19.4K
$949K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.48% |
$90.1 - $102
|
415
$20.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.48% |
$90.1 - $102
|
419
$20.5K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.29% |
$45 - $50.9
|
350
$17.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 6.72% |
$766 - $866
|
236
$11.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-82- 1.21% |
$3.69K - $4.18K
|
6.7K
$328K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-109- 0.1% |
$4.91K - $5.55K
|
108K
$5.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-122- 1.97% |
$5.49K - $6.21K
|
6.08K
$298K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-125- 1.28% |
$5.63K - $6.37K
|
9.61K
$471K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-133- 0.25% |
$5.99K - $6.77K
|
53.2K
$2.61M
|
|