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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 12.94% |
$141K - $154K
|
18.2K
$955K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.08% |
$52.2 - $57
|
1.21K
$63.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.57K+ 10.57% |
$395K - $431K
|
79.2K
$4.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.3K+ 8.05% |
$67.8K - $74K
|
17.4K
$916K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.97K- 20.73% |
$416K - $454K
|
30.5K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.36K- 42.43% |
$176K - $191K
|
4.56K
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55- 48.25% |
$2.87K - $3.13K
|
59
$3.1K
|
|
| Q2 2024 | |||||||
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.99KNew |
$477K - $512K
|
8.99K
$473K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7New |
$371 - $398
|
7
$368
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.12KNew |
$59.3K - $63.6K
|
1.12K
$58.8K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-423- 26.08% |
$22.4K - $24.1K
|
1.2K
$63K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-678- 42.97% |
$36K - $38.6K
|
900
$47.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.68K- 25.31% |
$89.1K - $95.6K
|
4.96K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
60+ 1.15% |
$3.18K - $3.42K
|
5.27K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
310New |
$16.4K - $17.6K
|
310
$16.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-843- 7.61% |
$44.7K - $48K
|
10.2K
$538K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.35KNew |
$124K - $133K
|
2.35K
$123K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$15.9K - $17.1K
|
300
$15.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-9.39K- 32.73% |
$498K - $534K
|
19.3K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.85KNew |
$204K - $219K
|
3.85K
$202K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.66KNew |
$141K - $151K
|
2.66K
$140K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.54KNew |
$81.6K - $87.6K
|
1.54K
$80.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.3K- 88.6% |
$1.55M - $1.67M
|
3.77K
$198K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.86K- 32.54% |
$98.7K - $106K
|
3.86K
$203K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 32.26% |
$100K - $107K
|
3.96K
$208K
|
|
| Q1 2024 | |||||||
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.06KNew |
$462K - $491K
|
9.06K
$476K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 19.85% |
$76.8K - $81.5K
|
6.08K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.46KNew |
$330K - $350K
|
6.46K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
103+ 0.49% |
$5.26K - $5.58K
|
21.3K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
39+ 28.68% |
$1.99K - $2.11K
|
175
$9.2K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
164+ 51.09% |
$8.37K - $8.89K
|
485
$25.5K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.44KNew |
$226K - $240K
|
4.44K
$233K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
477+ 7.57% |
$24.3K - $25.8K
|
6.78K
$356K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-620- 11.99% |
$31.6K - $33.6K
|
4.55K
$239K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.08K- 33.91% |
$310K - $329K
|
11.8K
$622K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$779K - $827K
|
15.3K
$802K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-63- 1.64% |
$3.22K - $3.41K
|
3.79K
$199K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.67K- 48.59% |
$223K - $245K
|
4.94K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$496K - $545K
|
10.4K
$547K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.8KNew |
$800K - $879K
|
16.8K
$882K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
90New |
$4.29K - $4.72K
|
90
$4.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.27K+ 0.99% |
$60.3K - $66.3K
|
129K
$6.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
609New |
$29K - $31.9K
|
609
$32K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 18.42% |
$48.5K - $53.3K
|
4.5K
$237K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-462- 36.99% |
$22K - $24.2K
|
787
$41.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-373- 26.29% |
$17.8K - $19.5K
|
1.05K
$55K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
296New |
$14.1K - $15.5K
|
296
$15.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-174- 3.27% |
$8.3K - $9.12K
|
5.15K
$271K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.77K+ 26.4% |
$132K - $145K
|
13.3K
$697K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
869+ 7.83% |
$41.4K - $45.5K
|
12K
$629K
|
|