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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.89K+ 41.89% |
$150K - $167K
|
9.79K
$515K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.66K- 2.63% |
$138K - $154K
|
98.5K
$5.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
10.9K+ 6.21% |
$567K - $632K
|
187K
$9.83M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
10.6KNew |
$552K - $615K
|
10.6K
$559K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.48% |
$1.04K - $1.16K
|
4.12K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
465+ 2.33% |
$24.1K - $26.9K
|
20.4K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81New |
$4.2K - $4.69K
|
81
$4.26K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-297- 4.73% |
$15.4K - $17.2K
|
5.98K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-563- 9.54% |
$29.2K - $32.6K
|
5.34K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-430K- 91.43% |
$22.3M - $24.9M
|
40.4K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.83K- 13.71% |
$147K - $164K
|
17.8K
$937K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
25.4K+ 56.59% |
$1.32M - $1.47M
|
70.2K
$3.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
301+ 6.91% |
$15.6K - $17.4K
|
4.66K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
57.3KNew |
$2.98M - $3.32M
|
57.3K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.78K+ 6.96% |
$92.1K - $103K
|
27.3K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20New |
$1.04K - $1.16K
|
20
$1.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-196- 42.15% |
$10.2K - $11.3K
|
269
$14.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
771+ 2.57% |
$40K - $44.6K
|
30.8K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
142+ 8.07% |
$7.37K - $8.21K
|
1.9K
$99.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-534- 18.55% |
$27.7K - $30.9K
|
2.34K
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-10.8K- 11.6% |
$559K - $624K
|
82.1K
$4.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9+ 0.12% |
$467 - $521
|
7.79K
$409K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.05KNew |
$262K - $292K
|
5.05K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-1.12K- 8.26% |
$58K - $64.7K
|
12.4K
$653K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
148+ 154.17% |
$7.68K - $8.56K
|
244
$12.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
614+ 5.08% |
$31.9K - $35.5K
|
12.7K
$667K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-500- 2.94% |
$25.9K - $28.9K
|
16.5K
$867K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-596- 2.69% |
$30.9K - $34.5K
|
21.5K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
811+ 3.28% |
$42.1K - $46.9K
|
25.5K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-396- 3.88% |
$20.5K - $22.9K
|
9.8K
$515K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.68K+ 6.89% |
$347K - $386K
|
104K
$5.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.95K+ 12.78% |
$153K - $171K
|
26K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-6- 0.84% |
$311 - $347
|
705
$37.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.45K+ 3.89% |
$283K - $315K
|
146K
$7.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.08K+ 9.65% |
$56K - $62.4K
|
12.3K
$644K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
117New |
$6.07K - $6.77K
|
117
$6.15K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179+ 1.22% |
$9.29K - $10.4K
|
14.9K
$781K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.02K- 7.06% |
$262K - $286K
|
66.2K
$3.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
306+ 3.86% |
$16K - $17.4K
|
8.24K
$433K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
193+ 13.81% |
$10.1K - $11K
|
1.59K
$83.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
651+ 16.38% |
$34K - $37.1K
|
4.63K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.6K+ 187.75% |
$1.96M - $2.14M
|
57.6K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.93K+ 8.4% |
$310K - $338K
|
76.5K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15+ 1.31% |
$783 - $854
|
1.16K
$61.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
602+ 2.3% |
$31.4K - $34.3K
|
26.8K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44K+ 50.11% |
$2.3M - $2.51M
|
132K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
865+ 3.16% |
$45.2K - $49.3K
|
28.2K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-4.72K- 20.77% |
$247K - $269K
|
18K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
869+ 7.82% |
$45.4K - $49.5K
|
12K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.67K+ 47.28% |
$505K - $551K
|
30.1K
$1.58M
|
|