Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-275K- 82.62% |
$12.9M - $14.2M
|
57.9K
$2.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.7K- 9.46% |
$685K - $758K
|
140K
$6.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-8.23K- 36.02% |
$385K - $426K
|
14.6K
$690K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.59K- 31.17% |
$168K - $186K
|
7.94K
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.1K- 1.86% |
$145K - $160K
|
164K
$7.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.44K- 8.2% |
$67.4K - $74.5K
|
16.1K
$762K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.13K- 13.49% |
$52.9K - $58.5K
|
7.26K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-903- 0.56% |
$42.2K - $46.7K
|
161K
$7.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-767- 34.69% |
$35.9K - $39.7K
|
1.44K
$68.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-757- 0.43% |
$35.4K - $39.1K
|
177K
$8.35M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-621- 0.76% |
$29K - $32.1K
|
80.7K
$3.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-616- 3.63% |
$28.8K - $31.8K
|
16.3K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-400- 50.0% |
$18.7K - $20.7K
|
400
$18.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-355- 6.7% |
$16.6K - $18.4K
|
4.94K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-352- 6.6% |
$16.5K - $18.2K
|
4.98K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-136- 10.77% |
$6.36K - $7.03K
|
1.13K
$53.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-127- 1.31% |
$5.94K - $6.57K
|
9.56K
$451K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-86- 0.55% |
$4.02K - $4.45K
|
15.7K
$741K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-26- 0.32% |
$1.22K - $1.34K
|
8.06K
$381K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66.6K- 75.65% |
$2.87M - $3.22M
|
21.5K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.5K- 9.0% |
$2.04M - $2.29M
|
480K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.1K- 64.92% |
$1.12M - $1.26M
|
14.1K
$665K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.1K- 48.22% |
$1.08M - $1.21M
|
26.9K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.1K- 3.21% |
$692K - $776K
|
485K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.7K- 57.82% |
$591K - $663K
|
10K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.4K- 6.82% |
$491K - $550K
|
156K
$7.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.61K- 31.27% |
$284K - $319K
|
14.5K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.75K- 11.87% |
$161K - $181K
|
27.9K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.66K- 5.33% |
$71.5K - $80.2K
|
29.5K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-1.43K- 47.64% |
$61.6K - $69.1K
|
1.57K
$74.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-934- 1.41% |
$40.2K - $45.1K
|
65.1K
$3.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-619- 11.82% |
$26.6K - $29.9K
|
4.62K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-409- 2.35% |
$17.6K - $19.7K
|
17K
$802K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-350- 1.8% |
$15.1K - $16.9K
|
19.1K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-340- 99.13% |
$14.6K - $16.4K
|
3
$142
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-204- 6.51% |
$8.78K - $9.85K
|
2.93K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$43 - $48.3
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30K- 71.13% |
$1.26M - $1.36M
|
12.2K
$575K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-239- 55.58% |
$10.1K - $10.8K
|
191
$9.02K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-181- 2.0% |
$7.62K - $8.21K
|
8.86K
$418K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22.1K- 55.51% |
$921K - $997K
|
17.7K
$835K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.54K- 21.24% |
$64.1K - $69.4K
|
5.69K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10- 62.5% |
$417 - $452
|
6
$283
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.39K- 89.95% |
$125K - $151K
|
378
$17.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.6K- 34.21% |
$96K - $116K
|
5K
$236K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-817- 14.66% |
$30.2K - $36.6K
|
4.76K
$225K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-592- 1.19% |
$21.9K - $26.5K
|
49.3K
$2.33M
|
|
| 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
$278K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.22K- 31.2% |
$83.7K - $90.8K
|
4.89K
$231K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59- 1.07% |
$2.23K - $2.42K
|
5.44K
$257K
|
|