Latest Institutional Purchases of J P Morgan Diversified Return (JPSE)
This list provides information on the latest institutional transactions involving J P Morgan Diversified Return (JPSE) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
16.3K+ 12.22% |
$791K - $828K
|
150K
$7.34M
|
|
|
Jan 21, 2026
Q4 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
12.4K+ 3.86% |
$600K - $629K
|
333K
$16.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
8.94KNew |
$433K - $454K
|
8.94K
$438K
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.52KNew |
$267K - $280K
|
5.52K
$270K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
4.76K+ 2.57% |
$230K - $241K
|
190K
$9.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.32K+ 4.07% |
$63.7K - $66.8K
|
33.6K
$1.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.25KNew |
$60.7K - $63.6K
|
1.25K
$61.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
658New |
$31.9K - $33.4K
|
658
$32.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
647+ 2.42% |
$31.3K - $32.8K
|
27.3K
$1.34M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
161+ 0.23% |
$7.8K - $8.17K
|
71.7K
$3.51M
|
|
| Q3 2025 | |||||||
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
108KNew |
$4.87M - $5.5M
|
108K
$5.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.9K+ 61.59% |
$3.37M - $3.81M
|
196K
$9.63M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
41.1KNew |
$1.85M - $2.09M
|
41.1K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.6KNew |
$1.56M - $1.76M
|
34.6K
$1.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
34.6KNew |
$1.56M - $1.76M
|
34.6K
$1.7M
|
|
|
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
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.5K+ 74.09% |
$790K - $893K
|
41.2K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.4K+ 94.96% |
$692K - $783K
|
31.6K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
12.2KNew |
$548K - $620K
|
12.2K
$596K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.09K+ 11.07% |
$410K - $463K
|
91.2K
$4.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.72K+ 1.0% |
$258K - $291K
|
578K
$28.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.11K+ 2.18% |
$185K - $209K
|
193K
$9.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.07KNew |
$183K - $207K
|
4.07K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.71K+ 8.14% |
$167K - $189K
|
49.3K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
3.16K+ 2.1% |
$142K - $161K
|
154K
$7.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 97066.67% |
$131K - $148K
|
2.92K
$143K
|
|
|
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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.01K+ 14.14% |
$90.7K - $103K
|
16.3K
$796K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.24K+ 1.11% |
$55.7K - $62.9K
|
112K
$5.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.03K+ 2.05% |
$46.5K - $52.6K
|
51.4K
$2.52M
|
|
|
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 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
634+ 2.89% |
$28.6K - $32.3K
|
22.6K
$1.11M
|
|
|
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
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
486New |
$21.9K - $24.8K
|
486
$23.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
426+ 211.94% |
$19.2K - $21.7K
|
627
$30.7K
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
154+ 0.68% |
$6.94K - $7.84K
|
22.8K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
150+ 0.79% |
$6.76K - $7.64K
|
19.1K
$937K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
93New |
$4.19K - $4.74K
|
93
$4.56K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
80+ 34.48% |
$3.6K - $4.07K
|
312
$15.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
78+ 1.05% |
$3.51K - $3.97K
|
7.52K
$368K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
71New |
$3.2K - $3.62K
|
71
$3.48K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
35+ 0.43% |
$1.58K - $1.78K
|
8.15K
$399K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23+ 0.42% |
$1.04K - $1.17K
|
5.47K
$268K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
15+ 15.63% |
$676 - $764
|
111
$5.44K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13New |
$586 - $662
|
13
$637
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6+ 0.03% |
$270 - $306
|
19.4K
$949K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.48% |
$90.1 - $102
|
415
$20.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.48% |
$90.1 - $102
|
419
$20.5K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.29% |
$45 - $50.9
|
350
$17.2K
|
|