J P Morgan Diversified Return JPSE

JPSE Quotes by TradingView
Institutional shares held 9.72 Million
0 calls
0 puts
Total value of holdings $395M
$0 calls
$0 puts
# of Institutions 109

Quarterly Institutional Activity in JPSE

Shares Bought
Shares Sold
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Top Institutions Holding JPSE

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Latest Institutional Activity in JPSE

Top Purchases

Q1 2025
Sprinkle Financial Consultants LLC Shares Held: 133K ($5.38M)
25.4K Shares purchased
23.67% Added
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.39K ($260K)
6.39K Shares purchased
New Holding
Q1 2025
Everhart Financial Group, Inc. Shares Held: 4.61K ($187K)
4.61K Shares purchased
New Holding
Q1 2025
Ipsen Advisor Group LLC Shares Held: 107K ($4.34M)
3.51K Shares purchased
3.39% Added
Q1 2025
Lex Aurum Advisors, LLC Shares Held: 27.4K ($1.11M)
681 Shares purchased
2.55% Added
View All Buyers

Top Sells

Q1 2025
Teamwork Financial Advisors, LLC Shares Held: 20.5K ($832K)
37.4K Shares sold
64.62% Reduced
Q1 2025
Cornerstone Wealth Management, LLC Shares Held: 27.1K ($1.1M)
1.27K Shares sold
4.46% Reduced
Q1 2025
Kwb Wealth Shares Held: 25.7K ($1.04M)
830 Shares sold
3.13% Reduced
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 5.51K ($224K)
68 Shares sold
1.22% Reduced
Q4 2024
Ameriprise Financial Inc Shares Held: 125K ($5.07M)
30.8K Shares sold
19.79% Reduced
View All Sellers

About JPSE

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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