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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6Closed |
$358 - $403
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-7.34KClosed |
$438K - $493K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
SELL
|
- |
-9.43KClosed |
$443K - $623K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-600Closed |
$25.5K - $43.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-75Closed |
$3.18K - $5.39K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-116KClosed |
$4.93M - $8.36M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.04KClosed |
$196K - $216K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Valley National Advisers Inc
|
SELL
|
- |
-500Closed |
$31.7K - $33.9K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9KClosed |
$571K - $611K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-750Closed |
$46.9K - $50.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 29, 2019
Q1 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-47Closed |
$2.64K - $3.07K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Investors Research Corp
|
BUY
|
- |
36New |
$2.02K - $2.35K
|
36
$3.42K
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-800Closed |
$45K - $52.3K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-111Closed |
$7.17K - $7.58K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12Closed |
$775 - $820
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6Closed |
$371 - $401
|
0
$0
|
|