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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179+ 1.22% |
$9.29K - $10.4K
|
14.9K
$781K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
117New |
$6.07K - $6.77K
|
117
$6.15K
|
|
| 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
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
193+ 13.81% |
$10.1K - $11K
|
1.59K
$83.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
306+ 3.86% |
$16K - $17.4K
|
8.24K
$433K
|
|
|
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
|
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
|
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
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78.1K+ 23.23% |
$4.08M - $4.45M
|
414K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.28K+ 1.82% |
$224K - $244K
|
239K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-11.5K- 61.66% |
$601K - $655K
|
7.16K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.3K- 57.42% |
$2.11M - $2.3M
|
29.9K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.73KNew |
$90.4K - $98.5K
|
1.73K
$90.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
134+ 1.77% |
$7K - $7.63K
|
7.72K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.63KNew |
$398K - $435K
|
7.63K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5KNew |
$811K - $885K
|
15.5K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.53K- 25.07% |
$393K - $429K
|
22.5K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.93K+ 40.52% |
$101K - $110K
|
6.68K
$351K
|
|
|
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 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31New |
$1.62K - $1.77K
|
31
$1.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.73K+ 28.3% |
$299K - $326K
|
26K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-613- 1.38% |
$32K - $34.9K
|
43.7K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.4K+ 8.06% |
$597K - $651K
|
153K
$8.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.74K+ 8.98% |
$90.6K - $98.8K
|
21.1K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
171+ 1.75% |
$8.93K - $9.74K
|
9.94K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
809+ 3.48% |
$42.3K - $46.1K
|
24.1K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.6K- 9.4% |
$920K - $1M
|
170K
$8.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-13.5K- 88.33% |
$703K - $766K
|
1.78K
$93.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.35K- 36.88% |
$227K - $248K
|
7.44K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
11.9K+ 16.19% |
$623K - $679K
|
85.6K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
98+ 1.62% |
$5.12K - $5.58K
|
6.14K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.4K- 32.12% |
$908K - $991K
|
36.8K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.76K- 5.08% |
$457K - $499K
|
164K
$8.6M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
11.8K+ 7.29% |
$615K - $671K
|
173K
$9.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.7K+ 11.76% |
$88.9K - $96.9K
|
16.2K
$850K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
796+ 1.34% |
$41.6K - $45.3K
|
60.3K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.2K+ 6.7% |
$952K - $1.04M
|
291K
$15.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
168KNew |
$8.77M - $9.56M
|
168K
$8.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.97K+ 11.3% |
$103K - $112K
|
19.4K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 0.66% |
$53.2K - $58K
|
156K
$8.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
8.67K+ 25.97% |
$453K - $494K
|
42.1K
$2.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.12K- 31.96% |
$163K - $177K
|
6.63K
$349K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-300- 30.0% |
$15.7K - $17.1K
|
700
$36.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 862.6% |
$55.4K - $60.4K
|
1.18K
$62.2K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.67M+ 1591288.75% |
$140M - $152M
|
2.67M
$141M
|
|