Purchases and Sales Made in Q3 2025 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q3 2025. The information is specifically focused on institutions that hold shares of JPMORGAN TR. DIVERSIFIED RETUR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.5K+ 46.5% |
$3.15M - $3.35M
|
96K
$10.3M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.6K+ 47.4% |
$2.23M - $2.37M
|
67K
$7.16M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19K+ 6.45% |
$1.97M - $2.09M
|
314K
$33.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18K+ 19.16% |
$1.86M - $1.97M
|
112K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.87KNew |
$1.02M - $1.08M
|
9.87K
$1.05M
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.6K+ 22.01% |
$683K - $725K
|
36.6K
$3.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.65K+ 3.08% |
$481K - $511K
|
156K
$16.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.1KNew |
$424K - $451K
|
4.1K
$438K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.43K+ 22.05% |
$354K - $376K
|
19K
$2.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
3.37KNew |
$349K - $370K
|
3.37K
$360K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.84KNew |
$293K - $311K
|
2.84K
$303K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.73KNew |
$282K - $299K
|
2.73K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.44KNew |
$253K - $268K
|
2.44K
$261K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.11KNew |
$219K - $232K
|
2.11K
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.05KNew |
$212K - $225K
|
2.05K
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.03KNew |
$210K - $223K
|
2.03K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.42K+ 6.97% |
$147K - $156K
|
21.7K
$2.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.2K+ 1.36% |
$124K - $132K
|
89.7K
$9.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 9.78% |
$121K - $129K
|
13.2K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
691+ 3.64% |
$71.5K - $75.9K
|
19.7K
$2.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
634+ 119.4% |
$65.6K - $69.7K
|
1.17K
$124K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
494+ 9.98% |
$51.1K - $54.3K
|
5.44K
$581K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
423+ 2.81% |
$43.8K - $46.5K
|
15.5K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
184+ 2.72% |
$19K - $20.2K
|
6.94K
$741K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
174New |
$18K - $19.1K
|
174
$18.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
92+ 29.11% |
$9.52K - $10.1K
|
408
$43.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 2.89% |
$4.45K - $4.72K
|
1.53K
$164K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
27New |
$2.79K - $2.97K
|
27
$2.88K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 7.89% |
$2.59K - $2.75K
|
342
$36.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
7+ 0.04% |
$724 - $769
|
18K
$1.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
5+ 0.08% |
$517 - $549
|
6.2K
$663K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.55% |
$517 - $549
|
910
$97.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.66% |
$207 - $220
|
304
$32.5K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.0% |
$207 - $220
|
47.5K
$5.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
1+ 0.02% |
$103 - $110
|
6.52K
$696K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.05% |
$103 - $110
|
96
$10.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2- 0.02% |
$207 - $220
|
12.1K
$1.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 38.46% |
$517 - $549
|
8
$854
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6- 0.69% |
$621 - $659
|
858
$91.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19Closed |
$1.97K - $2.09K
|
0
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-43- 25.44% |
$4.45K - $4.72K
|
126
$13.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-44- 1.21% |
$4.55K - $4.83K
|
3.59K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-45- 1.75% |
$4.66K - $4.94K
|
2.53K
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-46- 1.16% |
$4.76K - $5.05K
|
3.91K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-68- 0.94% |
$7.04K - $7.47K
|
7.19K
$767K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-81- 3.14% |
$8.38K - $8.9K
|
2.5K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-139- 12.69% |
$14.4K - $15.3K
|
956
$102K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-148- 0.66% |
$15.3K - $16.3K
|
22.1K
$2.36M
|
|