Latest Institutional Purchases of Jpmorgan Tr. Diversified Retur (JPME)
This list provides information on the latest institutional transactions involving Jpmorgan Tr. Diversified Retur (JPME) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
17.6KNew |
$1.79M - $1.95M
|
17.6K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
17KNew |
$1.74M - $1.89M
|
17K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.4KNew |
$1.68M - $1.82M
|
16.4K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 6.85% |
$1.51M - $1.64M
|
230K
$23M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.9K+ 107.16% |
$1.42M - $1.54M
|
26.9K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 29.64% |
$1.4M - $1.52M
|
60K
$5.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.77K+ 9.09% |
$896K - $973K
|
105K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.69K+ 7.36% |
$887K - $964K
|
127K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.51K+ 24.73% |
$562K - $611K
|
27.8K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.27KNew |
$436K - $474K
|
4.27K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.83K+ 12.83% |
$288K - $313K
|
24.9K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.82K+ 18.19% |
$186K - $202K
|
11.8K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.7K+ 7.24% |
$174K - $189K
|
25.2K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 0.67% |
$153K - $166K
|
226K
$22.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.4K+ 9.91% |
$143K - $155K
|
15.5K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.33K+ 15.04% |
$135K - $147K
|
10.1K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.08K+ 6.93% |
$110K - $119K
|
16.6K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04KNew |
$106K - $115K
|
1.04K
$104K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
961+ 6.19% |
$98.1K - $107K
|
16.5K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
958New |
$97.8K - $106K
|
958
$95.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
950+ 2.2% |
$97K - $105K
|
44.2K
$4.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
933+ 108.49% |
$95.2K - $103K
|
1.79K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
653New |
$66.7K - $72.4K
|
653
$65.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
626+ 1.39% |
$63.9K - $69.4K
|
45.6K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
530+ 0.18% |
$54.1K - $58.8K
|
293K
$29.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
515+ 3.9% |
$52.6K - $57.1K
|
13.7K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
316New |
$32.3K - $35.1K
|
316
$31.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
174+ 2.6% |
$17.8K - $19.3K
|
6.86K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
173+ 2.21% |
$17.7K - $19.2K
|
8K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
163+ 1.7% |
$16.6K - $18.1K
|
9.74K
$973K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
156New |
$15.9K - $17.3K
|
156
$15.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
118+ 2.56% |
$12K - $13.1K
|
4.73K
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
82New |
$8.37K - $9.1K
|
82
$8.19K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
71+ 0.98% |
$7.25K - $7.88K
|
7.31K
$730K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46+ 4600.0% |
$4.7K - $5.1K
|
47
$4.69K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
34+ 0.54% |
$3.47K - $3.77K
|
6.3K
$629K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
21New |
$2.14K - $2.33K
|
21
$2.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15+ 0.24% |
$1.53K - $1.66K
|
6.23K
$621K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13+ 0.14% |
$1.33K - $1.44K
|
9.6K
$958K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
7New |
$715 - $776
|
7
$699
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2New |
$204 - $222
|
2
$200
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.64% |
$204 - $222
|
314
$31.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.06K+ 27.7% |
$855K - $952K
|
41.8K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.28KNew |
$592K - $660K
|
6.28K
$627K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.51KNew |
$519K - $578K
|
5.51K
$550K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.04KNew |
$192K - $214K
|
2.04K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.01KNew |
$190K - $211K
|
2.01K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
385New |
$36.3K - $40.4K
|
385
$38.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
234New |
$22.1K - $24.6K
|
234
$23.4K
|
|