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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
32New |
$1.34K - $1.45K
|
32
$1.53K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 4.08% |
$83.5 - $90.4
|
51
$2.45K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
181New |
$7.55K - $8.18K
|
181
$8.68K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
65New |
$2.71K - $2.94K
|
65
$3.12K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
742New |
$27.4K - $33.2K
|
742
$35.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.6K- 34.21% |
$96K - $116K
|
5K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.39K- 89.95% |
$125K - $151K
|
378
$18.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
9.64KNew |
$356K - $431K
|
9.64K
$462K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.99% |
$73.8 - $89.5
|
204
$9.78K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
805New |
$29.7K - $36K
|
805
$38.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.76KNew |
$176K - $213K
|
4.76K
$228K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-817- 14.66% |
$30.2K - $36.6K
|
4.76K
$228K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-592- 1.19% |
$21.9K - $26.5K
|
49.3K
$2.36M
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
60New |
$2.33K - $2.59K
|
60
$2.88K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.7KNew |
$66K - $73.4K
|
1.7K
$81.7K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27.7K- 82.49% |
$1.05M - $1.14M
|
5.89K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.05KNew |
$191K - $207K
|
5.05K
$242K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.22K- 31.2% |
$83.7K - $90.8K
|
4.89K
$234K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59- 1.07% |
$2.23K - $2.42K
|
5.44K
$261K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18KNew |
$680K - $737K
|
18K
$863K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.2KNew |
$424K - $460K
|
11.2K
$538K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
54New |
$2.04K - $2.21K
|
54
$2.59K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
85New |
$3.21K - $3.48K
|
85
$4.08K
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
BUY
|
- |
170K+ 140.03% |
$6.41M - $6.95M
|
291K
$13.9M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
57New |
$2.15K - $2.33K
|
57
$2.73K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43New |
$1.63K - $1.87K
|
43
$2.06K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
93New |
$3.53K - $4.05K
|
93
$4.46K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
72.6K+ 116.42% |
$2.75M - $3.16M
|
135K
$6.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
455New |
$17.3K - $19.8K
|
455
$21.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.89K- 43.09% |
$261K - $300K
|
9.1K
$436K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
210New |
$7.96K - $9.14K
|
210
$10.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
61+ 244.0% |
$2.31K - $2.66K
|
86
$4.12K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
75.5K+ 81.11% |
$2.86M - $3.29M
|
169K
$8.08M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-76- 0.59% |
$2.74K - $3.18K
|
12.7K
$611K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.4K+ 115.56% |
$50.7K - $58.7K
|
2.62K
$126K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
10.9KNew |
$393K - $455K
|
10.9K
$522K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
240New |
$8.66K - $10K
|
240
$11.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
58New |
$2.09K - $2.42K
|
58
$2.78K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
175New |
$6.16K - $7.57K
|
175
$8.39K
|
|
| Q2 2022 | |||||||
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-100- 2.33% |
$3.63K - $4.43K
|
4.2K
$201K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75New |
$2.73K - $3.32K
|
75
$3.6K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.44KNew |
$198K - $241K
|
5.44K
$261K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-30.5KClosed |
$1.11M - $1.35M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-42KClosed |
$1.53M - $1.86M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-326Closed |
$11.8K - $14.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.8KClosed |
$812K - $925K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.66KClosed |
$68.1K - $77.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.55KClosed |
$186K - $212K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
46New |
$1.88K - $2.15K
|
46
$2.21K
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-37.9KClosed |
$1.55M - $1.77M
|
0
$0
|
|