Latest Institutional Transactions on J P Morgan Diversified Return (JPSE)
This table provides information on the latest institutional transactions involving J P Morgan Diversified Return (JPSE) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.48% |
$90.1 - $102
|
415
$20.3K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
634+ 2.89% |
$28.6K - $32.3K
|
22.6K
$1.11M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 6.72% |
$766 - $866
|
236
$11.6K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.77K- 6.7% |
$79.9K - $90.3K
|
24.7K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Bode, LLC
|
SELL
|
- |
-751- 14.72% |
$33.8K - $38.2K
|
4.35K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
150+ 0.79% |
$6.76K - $7.64K
|
19.1K
$937K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.25K- 18.18% |
$282K - $318K
|
28.1K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-112K- 85.66% |
$5.04M - $5.7M
|
18.7K
$918K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
264New |
$11.9K - $13.4K
|
264
$12.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.9K- 60.58% |
$987K - $1.12M
|
14.3K
$699K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-133- 0.25% |
$5.99K - $6.77K
|
53.2K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.18K- 3.55% |
$98.1K - $111K
|
59.3K
$2.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.3K+ 1.21% |
$104K - $117K
|
193K
$9.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.72K+ 1.0% |
$258K - $291K
|
578K
$28.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-247- 0.09% |
$11.1K - $12.6K
|
263K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
154+ 0.68% |
$6.94K - $7.84K
|
22.8K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-82- 1.21% |
$3.69K - $4.18K
|
6.7K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-28.2K- 3.54% |
$1.27M - $1.44M
|
768K
$37.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-608- 9.67% |
$27.4K - $31K
|
5.68K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
486New |
$21.9K - $24.8K
|
486
$23.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
549+ 1.08% |
$24.7K - $28K
|
51.6K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.01K+ 14.14% |
$90.7K - $103K
|
16.3K
$796K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
71New |
$3.2K - $3.62K
|
71
$3.48K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-298- 0.72% |
$13.4K - $15.2K
|
40.8K
$2M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
851+ 0.55% |
$38.3K - $43.3K
|
157K
$7.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
12.2KNew |
$548K - $620K
|
12.2K
$596K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.6KNew |
$1.56M - $1.76M
|
34.6K
$1.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.83K- 48.64% |
$217K - $246K
|
5.1K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-2K- 14.12% |
$89.9K - $102K
|
12.1K
$595K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.5K+ 74.09% |
$790K - $893K
|
41.2K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
426+ 211.94% |
$19.2K - $21.7K
|
627
$30.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.5K- 20.54% |
$970K - $1.1M
|
83.4K
$4.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.9K+ 3.47% |
$1.3M - $1.47M
|
861K
$42.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-166K- 74.22% |
$7.46M - $8.43M
|
57.5K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.48% |
$90.1 - $102
|
419
$20.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.11K+ 2.18% |
$185K - $209K
|
193K
$9.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
15+ 15.63% |
$676 - $764
|
111
$5.44K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.01K- 16.14% |
$45.5K - $51.5K
|
5.25K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.44K- 8.58% |
$110K - $124K
|
26K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-125- 1.28% |
$5.63K - $6.37K
|
9.61K
$471K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-90.7K- 95.46% |
$4.09M - $4.62M
|
4.31K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.97K- 33.4% |
$134K - $151K
|
5.91K
$290K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
78+ 1.05% |
$3.51K - $3.97K
|
7.52K
$368K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.71K+ 8.14% |
$167K - $189K
|
49.3K
$2.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.11K+ 1.71% |
$140K - $159K
|
185K
$9.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13New |
$586 - $662
|
13
$637
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
34.6KNew |
$1.56M - $1.76M
|
34.6K
$1.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.24K+ 1.11% |
$55.7K - $62.9K
|
112K
$5.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6+ 0.03% |
$270 - $306
|
19.4K
$949K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.09K+ 11.07% |
$410K - $463K
|
91.2K
$4.47M
|
|