Latest Institutional Transactions on Jp Morgan Diversified Return (JPEM)
This table provides information on the latest institutional transactions involving Jp Morgan Diversified Return (JPEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
27KNew |
$1.4M - $1.56M
|
27K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.21K- 59.31% |
$478K - $533K
|
6.32K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-138- 1.15% |
$7.16K - $7.98K
|
11.8K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.06K+ 3.95% |
$55K - $61.4K
|
27.9K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
234New |
$12.1K - $13.5K
|
234
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-232K- 56.0% |
$12M - $13.4M
|
182K
$9.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.99KNew |
$207K - $231K
|
3.99K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.61K- 24.29% |
$83.6K - $93.2K
|
5.02K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-106- 0.35% |
$5.5K - $6.13K
|
30K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-480- 0.8% |
$24.9K - $27.8K
|
59.9K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.39K+ 6.19% |
$72.3K - $80.6K
|
23.9K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-16K- 43.52% |
$830K - $925K
|
20.8K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28+ 1.76% |
$1.45K - $1.62K
|
1.62K
$85.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.4K+ 91.55% |
$1.42M - $1.58M
|
57.2K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-771- 68.78% |
$40K - $44.6K
|
350
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.6K- 12.35% |
$1.53M - $1.71M
|
210K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-7- 0.4% |
$363 - $405
|
1.72K
$90.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67+ 0.87% |
$3.48K - $3.88K
|
7.78K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.2K+ 27.76% |
$1.1M - $1.23M
|
97.8K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.43K- 36.32% |
$126K - $140K
|
4.25K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59Closed |
$3.06K - $3.41K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.82K- 8.63% |
$94.3K - $105K
|
19.2K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
12.2K+ 27.92% |
$632K - $705K
|
55.8K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-443- 6.19% |
$23K - $25.6K
|
6.71K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.4K- 3.91% |
$332K - $370K
|
157K
$8.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.03K- 30.45% |
$157K - $175K
|
6.91K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
98New |
$5.08K - $5.67K
|
98
$5.16K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9New |
$467 - $521
|
9
$474
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
193+ 1.07% |
$10K - $11.2K
|
18.2K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28+ 0.12% |
$1.45K - $1.62K
|
24.1K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
950+ 5.88% |
$49.3K - $54.9K
|
17.1K
$902K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-396- 4.81% |
$20.5K - $22.9K
|
7.84K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-194- 3.91% |
$10.1K - $11.2K
|
4.76K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19+ 1.64% |
$986 - $1.1K
|
1.18K
$62.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.34K+ 11.1% |
$381K - $425K
|
73.5K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
104New |
$5.4K - $6.02K
|
104
$5.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
785+ 0.5% |
$40.7K - $45.4K
|
157K
$8.26M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
8.98K+ 5.18% |
$466K - $519K
|
182K
$9.61M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
373+ 6.08% |
$19.4K - $21.6K
|
6.51K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.18K+ 1.37% |
$61K - $68K
|
86.8K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.06KNew |
$262K - $293K
|
5.06K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
27.1KNew |
$1.41M - $1.57M
|
27.1K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-246- 20.52% |
$12.8K - $14.2K
|
953
$50.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
101K+ 76.83% |
$5.26M - $5.86M
|
233K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.64K+ 10.17% |
$137K - $153K
|
28.6K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
866+ 4.47% |
$44.9K - $50.1K
|
20.2K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.08% |
$51.9 - $57.8
|
1.21K
$63.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
43.1KNew |
$2.24M - $2.5M
|
43.1K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.99K+ 0.68% |
$103K - $115K
|
293K
$15.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.33K- 3.77% |
$328K - $366K
|
162K
$8.52M
|