Latest Institutional Sells of Jpmorgan Tr. Diversified Retur (JPME)
This list provides information on the latest institutional transactions involving Jpmorgan Tr. Diversified Retur (JPME) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 36.24% |
$1.36M - $1.44M
|
23.1K
$2.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.5K- 58.14% |
$1.08M - $1.15M
|
7.53K
$804K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.27K- 75.59% |
$856K - $909K
|
2.67K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.66K- 73.94% |
$792K - $841K
|
2.7K
$288K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-6.16K- 88.09% |
$637K - $677K
|
833
$89K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.87K- 24.27% |
$504K - $535K
|
15.2K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.97K- 1.29% |
$308K - $327K
|
227K
$24.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.88K- 8.29% |
$194K - $206K
|
20.8K
$2.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.32K- 12.34% |
$137K - $145K
|
9.41K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.24K- 1.24% |
$129K - $136K
|
98.9K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.12K- 8.48% |
$116K - $123K
|
12.1K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.04K- 1.52% |
$107K - $114K
|
67.2K
$7.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-645- 12.65% |
$66.7K - $70.9K
|
4.46K
$476K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-512- 10.84% |
$53K - $56.2K
|
4.21K
$450K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-420- 3.67% |
$43.5K - $46.1K
|
11K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-362- 0.67% |
$37.5K - $39.8K
|
53.8K
$5.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-314- 2.89% |
$32.5K - $34.5K
|
10.5K
$1.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-243- 2.49% |
$25.1K - $26.7K
|
9.52K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-237- 7.2% |
$24.5K - $26K
|
3.05K
$326K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-209- 2.31% |
$21.6K - $23K
|
8.83K
$943K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-164- 3.57% |
$17K - $18K
|
4.43K
$473K
|
|
|
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 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-139- 12.69% |
$14.4K - $15.3K
|
956
$102K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-81- 3.14% |
$8.38K - $8.9K
|
2.5K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-68- 0.94% |
$7.04K - $7.47K
|
7.19K
$767K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-46- 1.16% |
$4.76K - $5.05K
|
3.91K
$417K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-45- 1.75% |
$4.66K - $4.94K
|
2.53K
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-44- 1.21% |
$4.55K - $4.83K
|
3.59K
$383K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-43- 25.44% |
$4.45K - $4.72K
|
126
$13.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19Closed |
$1.97K - $2.09K
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6- 0.69% |
$621 - $659
|
858
$91.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 38.46% |
$517 - $549
|
8
$854
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2- 0.02% |
$207 - $220
|
12.1K
$1.29M
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.47K- 13.69% |
$309K - $360K
|
21.8K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-674- 41.86% |
$60.2K - $70K
|
936
$100K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-537- 99.44% |
$47.9K - $55.7K
|
3
$320
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-100- 1.88% |
$8.93K - $10.4K
|
5.23K
$558K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-35- 6.93% |
$3.12K - $3.63K
|
470
$50.2K
|
|
| Q1 2025 | |||||||
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-125K- 98.25% |
$12.2M - $13.4M
|
2.22K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.42K- 33.1% |
$236K - $260K
|
4.89K
$522K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-869- 10.13% |
$85K - $93.3K
|
7.71K
$823K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-82- 50.0% |
$8.02K - $8.8K
|
82
$8.76K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-706- 7.94% |
$72.1K - $78.3K
|
8.19K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-424- 14.95% |
$43.3K - $47K
|
2.41K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-167- 9.17% |
$17K - $18.5K
|
1.65K
$177K
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.1KClosed |
$198K - $221K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57- 0.39% |
$5.38K - $5.99K
|
14.7K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-49- 6.08% |
$4.62K - $5.15K
|
757
$80.8K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-235- 97.51% |
$21.1K - $23.3K
|
6
$641
|
|