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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.41KNew |
$70.4K - $74.7K
|
1.41K
$73.8K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
146New |
$7.32K - $7.76K
|
146
$7.67K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
589New |
$29.5K - $31.3K
|
589
$31K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
502+ 1.47% |
$25.2K - $26.7K
|
34.7K
$1.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
106+ 0.62% |
$5.31K - $5.63K
|
17.3K
$911K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-11.5K- 48.28% |
$577K - $612K
|
12.3K
$649K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
5.62K+ 6.93% |
$281K - $298K
|
86.7K
$4.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
9.36KNew |
$469K - $497K
|
9.36K
$492K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.78% |
$50.1 - $53.1
|
37
$1.94K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
6.5KNew |
$326K - $346K
|
6.5K
$342K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
37.1KNew |
$1.86M - $1.97M
|
37.1K
$1.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-112- 1.31% |
$5.61K - $5.95K
|
8.42K
$442K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
8.86KNew |
$444K - $471K
|
8.86K
$466K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.9KNew |
$592K - $626K
|
11.9K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-936- 18.47% |
$46.5K - $49.1K
|
4.13K
$217K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26K- 98.31% |
$1.29M - $1.37M
|
446
$23.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
1.13K+ 2.23% |
$56.1K - $59.3K
|
51.8K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.19KNew |
$208K - $220K
|
4.19K
$220K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-14.9K- 19.04% |
$739K - $781K
|
63.2K
$3.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-115- 2.48% |
$5.71K - $6.04K
|
4.52K
$237K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8+ 1.22% |
$397 - $420
|
662
$34.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.4% |
$546 - $577
|
2.77K
$146K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5+ 10.0% |
$246 - $264
|
55
$2.89K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
362New |
$17.8K - $19.1K
|
362
$19K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2KNew |
$98.3K - $106K
|
2K
$105K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
50New |
$2.25K - $2.54K
|
50
$2.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.84K+ 63.36% |
$263K - $297K
|
15.1K
$792K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
212+ 65.84% |
$9.54K - $10.8K
|
534
$28.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.5KNew |
$112K - $127K
|
2.5K
$131K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.8K- 17.18% |
$1.2M - $1.36M
|
129K
$6.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
27.3K+ 16.04% |
$1.23M - $1.39M
|
197K
$10.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.86% |
$45 - $50.8
|
36
$1.89K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1KNew |
$634K - $716K
|
14.1K
$741K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
4.76KNew |
$214K - $242K
|
4.76K
$250K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.21K+ 80.9% |
$189K - $214K
|
9.41K
$494K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
350+ 45.4% |
$15.6K - $17.9K
|
1.12K
$58.9K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12K+ 124.54% |
$533K - $611K
|
21.6K
$1.13M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 2.15% |
$89.2 - $102
|
95
$4.99K
|
|
| Q2 2022 | |||||||
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-5.56KClosed |
$272K - $317K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-875Closed |
$42.9K - $49.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-3.69K- 24.68% |
$181K - $211K
|
11.3K
$592K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-53Closed |
$2.6K - $3.02K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.3KClosed |
$1.63M - $1.9M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.25KClosed |
$61.4K - $71.5K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.27% |
$49 - $57
|
378
$19.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-26.8KClosed |
$1.31M - $1.53M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.5KNew |
$1.33M - $1.51M
|
25.5K
$1.34M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-160Closed |
$8.33K - $9.48K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-396Closed |
$20.6K - $23.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-19.5KClosed |
$1.02M - $1.15M
|
0
$0
|
|