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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-166K- 74.22% |
$7.46M - $8.43M
|
57.5K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-112K- 85.66% |
$5.04M - $5.7M
|
18.7K
$918K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-90.7K- 95.46% |
$4.09M - $4.62M
|
4.31K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.9K- 40.75% |
$1.3M - $1.47M
|
42K
$2.06M
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.9K- 60.58% |
$987K - $1.12M
|
14.3K
$699K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.5K- 20.54% |
$970K - $1.1M
|
83.4K
$4.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-8.48K- 0.68% |
$382K - $432K
|
1.24M
$60.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-6.36K- 2.62% |
$287K - $324K
|
236K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.25K- 18.18% |
$282K - $318K
|
28.1K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.83K- 48.64% |
$217K - $246K
|
5.1K
$250K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.97K- 33.4% |
$134K - $151K
|
5.91K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.91K- 17.62% |
$131K - $148K
|
13.6K
$666K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.44K- 8.58% |
$110K - $124K
|
26K
$1.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.31K- 14.47% |
$104K - $118K
|
13.7K
$669K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.18K- 3.55% |
$98.1K - $111K
|
59.3K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-2K- 14.12% |
$89.9K - $102K
|
12.1K
$595K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-1.97K- 2.68% |
$88.7K - $100K
|
71.5K
$3.5M
|
|
|
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
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.52K- 4.49% |
$68.4K - $77.3K
|
32.3K
$1.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.39K- 4.82% |
$62.6K - $70.7K
|
27.4K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.01K- 16.14% |
$45.5K - $51.5K
|
5.25K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Bode, LLC
|
SELL
|
- |
-751- 14.72% |
$33.8K - $38.2K
|
4.35K
$213K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-646- 2.73% |
$29.1K - $32.9K
|
23.1K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-608- 9.67% |
$27.4K - $31K
|
5.68K
$278K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-477- 38.65% |
$21.5K - $24.3K
|
757
$37.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-416- 37.78% |
$18.7K - $21.2K
|
685
$33.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-409- 7.07% |
$18.4K - $20.8K
|
5.38K
$264K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-298- 0.72% |
$13.4K - $15.2K
|
40.8K
$2M
|
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-133- 0.25% |
$5.99K - $6.77K
|
53.2K
$2.61M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-125- 1.28% |
$5.63K - $6.37K
|
9.61K
$471K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-122- 1.97% |
$5.49K - $6.21K
|
6.08K
$298K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-109- 0.1% |
$4.91K - $5.55K
|
108K
$5.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-82- 1.21% |
$3.69K - $4.18K
|
6.7K
$328K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 6.72% |
$766 - $866
|
236
$11.6K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-145K- 31.34% |
$5.52M - $6.58M
|
317K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.8K- 70.16% |
$1.06M - $1.26M
|
11.8K
$579K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.3K- 77.08% |
$660K - $785K
|
5.13K
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 74.36% |
$582K - $693K
|
5.25K
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-1.43K- 47.64% |
$54.7K - $65.1K
|
1.57K
$77.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-684- 10.44% |
$26.1K - $31.1K
|
5.87K
$287K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-360- 3.86% |
$13.8K - $16.4K
|
8.96K
$439K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-179- 63.48% |
$6.84K - $8.14K
|
103
$5.05K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.35K- 27.54% |
$186K - $211K
|
11.4K
$561K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-273- 50.0% |
$11.7K - $13.2K
|
273
$13.4K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-269- 18.63% |
$11.5K - $13K
|
1.18K
$57.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-151- 73.66% |
$6.46K - $7.33K
|
54
$2.65K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110Closed |
$4.71K - $5.34K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8- 0.15% |
$342 - $388
|
5.5K
$269K
|
|