Institutional shares held 4.76 Million
0 calls
0 puts
Total value of holdings $250M
$0 calls
$0 puts
# of Institutions 123


Latest Institutional Activity in JPEM

Top Purchases

Q4 2024
Amplius Wealth Advisors, LLC Shares Held: 104K ($5.46M)
Q4 2024
Kwb Wealth Shares Held: 146K ($7.67M)
Q4 2024
Perigon Wealth Management, LLC Shares Held: 5.05K ($266K)
Q4 2024
Occidental Asset Management, LLC Shares Held: 26K ($1.37M)
Q4 2024
Signet Financial Management, LLC Shares Held: 12.3K ($645K)

Top Sells

Q4 2024
Rhs Financial, LLC Shares Held: 82.1K ($4.33M)
Q4 2024
Slow Capital, Inc. Shares Held: 12.4K ($654K)
Q4 2024
Edge Financial Advisors LLC Shares Held: 21.5K ($1.13M)
Q4 2024
Sym Financial Corp Shares Held: 2.34K ($123K)
Q4 2024
Precedent Wealth Partners, LLC Shares Held: 16.5K ($869K)

About JPEM

Track Institutional and Insider Activities on JPEM

Follow JP MORGAN DIVERSIFIED RETURN and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JPEM shares.

Notify only if

Insider Trading

Get notified when an Jp Morgan Diversified Return insider buys or sells JPEM shares.

Notify only if

News

Receive news related to JP MORGAN DIVERSIFIED RETURN

Track Activities on JPEM