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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7+ 0.12% |
$394 - $419
|
5.7K
$347K
|
|
|
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
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.94% |
$113 - $120
|
105
$6.39K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1+ 0.01% |
$56.3 - $59.9
|
10.2K
$619K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.05% |
$56.3 - $59.9
|
2.02K
$123K
|
|
| Q2 2025 | |||||||
|
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
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
77.3KNew |
$3.74M - $4.38M
|
77.3K
$4.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.3K+ 8.91% |
$836K - $979K
|
211K
$12.9M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.9K+ 6.06% |
$286K - $335K
|
103K
$6.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.14KNew |
$200K - $235K
|
4.14K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
3.78KNew |
$183K - $214K
|
3.78K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.16K+ 27.13% |
$56.2K - $65.8K
|
5.44K
$331K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
150New |
$7.26K - $8.51K
|
150
$9.13K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100New |
$4.84K - $5.67K
|
100
$6.09K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
76New |
$3.68K - $4.31K
|
76
$4.63K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
71New |
$3.44K - $4.03K
|
71
$4.32K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
32New |
$1.55K - $1.81K
|
32
$1.95K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.85% |
$48.4 - $56.7
|
55
$3.35K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.5KNew |
$229K - $243K
|
4.5K
$274K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.17K+ 18.64% |
$59.3K - $63.1K
|
7.44K
$453K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
922+ 6.95% |
$46.8K - $49.8K
|
14.2K
$864K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
900New |
$45.7K - $48.6K
|
900
$54.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
836+ 106.23% |
$42.5K - $45.2K
|
1.62K
$98.8K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
293New |
$14.9K - $15.8K
|
293
$17.8K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
155New |
$7.88K - $8.38K
|
155
$9.44K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
98+ 6.05% |
$4.98K - $5.3K
|
1.72K
$105K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
54+ 0.71% |
$2.74K - $2.92K
|
7.61K
$463K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
19New |
$965 - $1.03K
|
19
$1.16K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14New |
$711 - $757
|
14
$852
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
62.4KNew |
$3.24M - $3.61M
|
62.4K
$3.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
43.1KNew |
$2.24M - $2.5M
|
43.1K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
27.1KNew |
$1.41M - $1.57M
|
27.1K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.05KNew |
$262K - $292K
|
5.05K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.99KNew |
$207K - $231K
|
3.99K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.95K+ 12.78% |
$153K - $171K
|
26K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
419New |
$21.7K - $24.2K
|
419
$25.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
234New |
$12.1K - $13.5K
|
234
$14.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
117New |
$6.07K - $6.77K
|
117
$7.12K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
104New |
$5.4K - $6.02K
|
104
$6.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
98New |
$5.08K - $5.67K
|
98
$5.97K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.67M+ 1591288.75% |
$140M - $152M
|
2.67M
$163M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.6K+ 187.75% |
$1.96M - $2.14M
|
57.6K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.63KNew |
$398K - $435K
|
7.63K
$464K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.3K+ 8.05% |
$67.8K - $74K
|
17.4K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
651+ 16.38% |
$34K - $37.1K
|
4.63K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31New |
$1.62K - $1.77K
|
31
$1.89K
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.85KNew |
$204K - $219K
|
3.85K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.35KNew |
$124K - $133K
|
2.35K
$143K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.54KNew |
$81.6K - $87.6K
|
1.54K
$93.7K
|
|