Latest Institutional Purchases of Jp Morgan Diversified Return (JPEM)
This list provides information on the latest institutional transactions involving Jp Morgan Diversified Return (JPEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 52.39% |
$6.25M - $6.65M
|
323K
$19.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.1K+ 25.3% |
$4.51M - $4.8M
|
397K
$24.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
74K+ 307.19% |
$4.16M - $4.43M
|
98.1K
$5.97M
|
|
|
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 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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.5K+ 61.99% |
$2.05M - $2.19M
|
95.4K
$5.81M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
18.9K+ 118.44% |
$1.07M - $1.13M
|
34.9K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.86K+ 24.76% |
$498K - $531K
|
44.7K
$2.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 5.43% |
$378K - $402K
|
130K
$7.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.29K+ 2.56% |
$354K - $377K
|
252K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.57K+ 18.53% |
$313K - $334K
|
35.6K
$2.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.38K+ 3.09% |
$302K - $322K
|
179K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.7KNew |
$264K - $281K
|
4.7K
$286K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.64K+ 3.03% |
$261K - $278K
|
157K
$9.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.43KNew |
$249K - $265K
|
4.43K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.42K+ 101.28% |
$249K - $265K
|
8.79K
$535K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.33K+ 6.67% |
$243K - $259K
|
69.2K
$4.21M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.72K+ 43.57% |
$209K - $223K
|
12.3K
$746K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.66K+ 4.85% |
$206K - $219K
|
79.2K
$4.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.4K+ 2.8% |
$191K - $203K
|
125K
$7.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.27K+ 1.19% |
$128K - $136K
|
193K
$11.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.99K+ 4.49% |
$112K - $119K
|
46.4K
$2.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.87K+ 3.41% |
$105K - $112K
|
56.9K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.87K+ 1.94% |
$105K - $112K
|
98.2K
$5.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.62K+ 10.47% |
$91.2K - $97K
|
17.1K
$1.04M
|
|
|
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
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.21K+ 4.31% |
$68.2K - $72.6K
|
29.3K
$1.79M
|
|
|
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 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
965+ 11.48% |
$54.3K - $57.8K
|
9.37K
$571K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
858+ 1.39% |
$48.3K - $51.4K
|
62.4K
$3.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
684+ 8.16% |
$38.5K - $41K
|
9.07K
$552K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
539+ 3.86% |
$30.3K - $32.3K
|
14.5K
$884K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
465+ 5.55% |
$26.2K - $27.8K
|
8.84K
$538K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
450+ 1.81% |
$25.3K - $26.9K
|
25.4K
$1.54M
|
|
|
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
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
334+ 7.78% |
$18.8K - $20K
|
4.63K
$282K
|
|
|
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
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
232+ 0.94% |
$13.1K - $13.9K
|
24.9K
$1.52M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
227New |
$12.8K - $13.6K
|
227
$13.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
200+ 1.09% |
$11.3K - $12K
|
18.6K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
115+ 7.47% |
$6.47K - $6.89K
|
1.65K
$101K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
105+ 1.3% |
$5.91K - $6.29K
|
8.16K
$497K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
95+ 211.11% |
$5.34K - $5.69K
|
140
$8.52K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
88+ 2.12% |
$4.95K - $5.27K
|
4.24K
$258K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
58+ 0.6% |
$3.26K - $3.47K
|
9.73K
$592K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22New |
$1.24K - $1.32K
|
22
$1.34K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 6.47% |
$844 - $898
|
247
$15K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
14+ 0.59% |
$788 - $838
|
2.39K
$146K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 1.09% |
$394 - $419
|
651
$39.6K
|
|