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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-13- 2.39% |
$749 - $797
|
530
$32.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.88K+ 5.06% |
$166K - $176K
|
59.7K
$3.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
85+ 1.49% |
$4.9K - $5.21K
|
5.78K
$352K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.09K- 17.28% |
$120K - $128K
|
9.98K
$608K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
78+ 1.2% |
$4.49K - $4.78K
|
6.57K
$400K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-154- 0.61% |
$8.87K - $9.45K
|
25.2K
$1.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.72K+ 1.09% |
$98.8K - $105K
|
159K
$9.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7.17K+ 5.5% |
$413K - $440K
|
138K
$8.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
33.3K+ 33.92% |
$1.92M - $2.04M
|
131K
$8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.23K+ 8.44% |
$70.5K - $75.1K
|
15.7K
$958K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.77K+ 10.35% |
$102K - $109K
|
18.9K
$1.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-215- 3.74% |
$12.4K - $13.2K
|
5.53K
$337K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.36K- 7.79% |
$76.6K - $81.5K
|
16.1K
$982K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 6.47% |
$844 - $898
|
247
$15K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
227New |
$12.8K - $13.6K
|
227
$13.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.87K+ 1.94% |
$105K - $112K
|
98.2K
$5.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
36.6KNew |
$2.06M - $2.19M
|
36.6K
$2.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22New |
$1.24K - $1.32K
|
22
$1.34K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.41K- 16.98% |
$79.5K - $84.6K
|
6.91K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.5K+ 61.99% |
$2.05M - $2.19M
|
95.4K
$5.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-775- 2.47% |
$43.6K - $46.4K
|
30.5K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
232+ 0.94% |
$13.1K - $13.9K
|
24.9K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.06K- 4.84% |
$397K - $422K
|
139K
$8.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 52.39% |
$6.25M - $6.65M
|
323K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.29K+ 2.56% |
$354K - $377K
|
252K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65- 39.39% |
$3.66K - $3.89K
|
100
$6.09K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 1.09% |
$394 - $419
|
651
$39.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-35.5K- 38.79% |
$2M - $2.13M
|
56K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
328+ 4.47% |
$18.5K - $19.6K
|
7.67K
$467K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
215K+ 1203.92% |
$12.1M - $12.8M
|
232K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-210K- 76.75% |
$11.8M - $12.6M
|
63.8K
$3.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.7KNew |
$264K - $281K
|
4.7K
$286K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.15K+ 3.2% |
$64.7K - $68.9K
|
37.1K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-86- 31.62% |
$4.84K - $5.15K
|
186
$11.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
684+ 8.16% |
$38.5K - $41K
|
9.07K
$552K
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.15K- 7.31% |
$64.5K - $68.7K
|
14.5K
$885K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.17K- 26.98% |
$65.8K - $70K
|
3.16K
$193K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.43KNew |
$249K - $265K
|
4.43K
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.6K+ 104.16% |
$2.56M - $2.73M
|
89.4K
$5.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1+ 0.01% |
$56.3 - $59.9
|
10.2K
$619K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
105+ 1.3% |
$5.91K - $6.29K
|
8.16K
$497K
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.28K- 21.8% |
$71.9K - $76.5K
|
4.59K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.42K+ 101.28% |
$249K - $265K
|
8.79K
$535K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
414+ 3.61% |
$23.3K - $24.8K
|
11.9K
$723K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.1K+ 25.3% |
$4.51M - $4.8M
|
397K
$24.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.79K- 5.58% |
$438K - $466K
|
132K
$8.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.57K- 22.66% |
$88.5K - $94.2K
|
5.37K
$327K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
334+ 7.78% |
$18.8K - $20K
|
4.63K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.86K+ 24.76% |
$498K - $531K
|
44.7K
$2.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-24.9K- 29.85% |
$1.4M - $1.49M
|
58.6K
$3.57M
|
|