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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
95+ 211.11% |
$5.34K - $5.69K
|
140
$8.52K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.05% |
$56.3 - $59.9
|
2.02K
$123K
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-4.81K- 8.18% |
$271K - $288K
|
54K
$3.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
115+ 7.47% |
$6.47K - $6.89K
|
1.65K
$101K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
858+ 1.39% |
$48.3K - $51.4K
|
62.4K
$3.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.4K+ 2.8% |
$191K - $203K
|
125K
$7.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
200+ 1.09% |
$11.3K - $12K
|
18.6K
$1.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.27K+ 1.19% |
$128K - $136K
|
193K
$11.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-462- 11.84% |
$26K - $27.7K
|
3.44K
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
539+ 3.86% |
$30.3K - $32.3K
|
14.5K
$884K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7+ 0.12% |
$394 - $419
|
5.7K
$347K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.42K+ 7.56% |
$80.1K - $85.3K
|
20.3K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-39- 0.35% |
$2.19K - $2.33K
|
11.2K
$685K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.17K- 2.14% |
$178K - $190K
|
145K
$8.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.87K+ 3.41% |
$105K - $112K
|
56.9K
$3.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.21K+ 4.31% |
$68.2K - $72.6K
|
29.3K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 19.38% |
$87.8K - $93.5K
|
6.49K
$395K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.74K- 1.88% |
$97.7K - $104K
|
90.5K
$5.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.73% |
$113 - $120
|
277
$16.9K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-139- 20.38% |
$7.82K - $8.32K
|
543
$33.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-177- 4.29% |
$9.96K - $10.6K
|
3.95K
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.94% |
$113 - $120
|
105
$6.39K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 5.43% |
$378K - $402K
|
130K
$7.94M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
88+ 2.12% |
$4.95K - $5.27K
|
4.24K
$258K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.08K- 3.27% |
$60.9K - $64.8K
|
32K
$1.95M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.72K+ 43.57% |
$209K - $223K
|
12.3K
$746K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
14+ 0.59% |
$788 - $838
|
2.39K
$146K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.33K+ 6.67% |
$243K - $259K
|
69.2K
$4.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-9.52K- 62.37% |
$535K - $570K
|
5.74K
$350K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-188- 25.41% |
$10.6K - $11.3K
|
552
$33.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
74K+ 307.19% |
$4.16M - $4.43M
|
98.1K
$5.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-28.6K- 70.35% |
$1.61M - $1.71M
|
12.1K
$735K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
450+ 1.81% |
$25.3K - $26.9K
|
25.4K
$1.54M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.64K+ 3.03% |
$261K - $278K
|
157K
$9.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
18.9K+ 118.44% |
$1.07M - $1.13M
|
34.9K
$2.13M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-165- 0.65% |
$7.99K - $9.36K
|
25.2K
$1.53M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-2.07K- 77.97% |
$100K - $117K
|
585
$35.6K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
76New |
$3.68K - $4.31K
|
76
$4.63K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.2K- 57.07% |
$880K - $1.03M
|
13.7K
$832K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.16K+ 27.13% |
$56.2K - $65.8K
|
5.44K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
32New |
$1.55K - $1.81K
|
32
$1.95K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
77.3KNew |
$3.74M - $4.38M
|
77.3K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-12.4K- 71.18% |
$601K - $704K
|
5.03K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
83.2K+ 1848.48% |
$4.03M - $4.72M
|
87.7K
$5.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
71New |
$3.44K - $4.03K
|
71
$4.32K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-454- 2.96% |
$22K - $25.7K
|
14.9K
$907K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100New |
$4.84K - $5.67K
|
100
$6.09K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.14KNew |
$200K - $235K
|
4.14K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-1.45K- 83.87% |
$70K - $81.9K
|
278
$16.9K
|
|