Latest Institutional Transactions on Jpmorgan Tr. Diversified Retur (JPME)
This table provides information on the latest institutional transactions involving Jpmorgan Tr. Diversified Retur (JPME) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14- 0.31% |
$1.47K - $1.53K
|
4.44K
$474K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
200New |
$21K - $21.8K
|
200
$21.4K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.0% |
$210 - $218
|
47.5K
$5.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
15.3KNew |
$1.61M - $1.67M
|
15.3K
$1.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-371- 9.49% |
$38.9K - $40.4K
|
3.54K
$378K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.16K+ 28.26% |
$122K - $126K
|
5.26K
$562K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.88% |
$105 - $109
|
115
$12.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-235- 2.47% |
$24.7K - $25.6K
|
9.29K
$992K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.5K+ 8.33% |
$157K - $163K
|
19.5K
$2.08M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.81K- 2.69% |
$190K - $197K
|
65.4K
$6.98M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.06K+ 2.3% |
$217K - $225K
|
91.7K
$9.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.96K- 1.26% |
$205K - $213K
|
154K
$16.4M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.6K+ 47.4% |
$2.23M - $2.37M
|
67K
$7.16M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 7.89% |
$2.59K - $2.75K
|
342
$36.5K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
423+ 2.81% |
$43.8K - $46.5K
|
15.5K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-68- 0.94% |
$7.04K - $7.47K
|
7.19K
$767K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-512- 10.84% |
$53K - $56.2K
|
4.21K
$450K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.66K- 73.94% |
$792K - $841K
|
2.7K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-209- 2.31% |
$21.6K - $23K
|
8.83K
$943K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 9.78% |
$121K - $129K
|
13.2K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.6K+ 22.01% |
$683K - $725K
|
36.6K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.69K+ 2.02% |
$899K - $954K
|
439K
$46.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.56KNew |
$782K - $831K
|
7.56K
$807K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.44KNew |
$253K - $268K
|
2.44K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
494+ 9.98% |
$51.1K - $54.3K
|
5.44K
$581K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.43K+ 22.05% |
$354K - $376K
|
19K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-44- 1.21% |
$4.55K - $4.83K
|
3.59K
$383K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-148- 0.66% |
$15.3K - $16.3K
|
22.1K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19Closed |
$1.97K - $2.09K
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
3.37KNew |
$349K - $370K
|
3.37K
$360K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-237- 7.2% |
$24.5K - $26K
|
3.05K
$326K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.87K- 24.27% |
$504K - $535K
|
15.2K
$1.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.73KNew |
$282K - $299K
|
2.73K
$291K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-139- 12.69% |
$14.4K - $15.3K
|
956
$102K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
184+ 2.72% |
$19K - $20.2K
|
6.94K
$741K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18K+ 19.16% |
$1.86M - $1.97M
|
112K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.32K- 12.34% |
$137K - $145K
|
9.41K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 2.89% |
$4.45K - $4.72K
|
1.53K
$164K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.97K- 1.29% |
$308K - $327K
|
227K
$24.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.42K+ 6.97% |
$147K - $156K
|
21.7K
$2.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-362- 0.67% |
$37.5K - $39.8K
|
53.8K
$5.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-45- 1.75% |
$4.66K - $4.94K
|
2.53K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-52.9K- 72.96% |
$5.47M - $5.81M
|
19.6K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
691+ 3.64% |
$71.5K - $75.9K
|
19.7K
$2.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.11KNew |
$219K - $232K
|
2.11K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-81- 3.14% |
$8.38K - $8.9K
|
2.5K
$266K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.03KNew |
$210K - $223K
|
2.03K
$217K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.87KNew |
$1.02M - $1.08M
|
9.87K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
92+ 29.11% |
$9.52K - $10.1K
|
408
$43.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.5K- 58.14% |
$1.08M - $1.15M
|
7.53K
$804K
|
|