Latest Institutional Sells of J P Morgan Diversified Return (JPSE)

JPSE Quotes by TradingView

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
Feb 14, 2025 Q4 2024
Pinnacle Associates LTD

SELL
 -
-2.35K
- 20.94%
$110K - $121K
8.86K $434K
Jan 13, 2025 Q4 2024
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-400
- 50.0%
$18.7K - $20.7K
400 $19.6K
Q3 2024
Oct 07, 2024 Q3 2024
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-619
- 11.82%
$26.6K - $29.9K
4.62K $226K
Nov 13, 2024 Q3 2024
Hantz Financial Services, Inc.

SELL
 -
-340
- 99.13%
$14.6K - $16.4K
3 $147
Oct 31, 2024 Q3 2024
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-204
- 6.51%
$8.78K - $9.85K
2.93K $144K
Q2 2024
Aug 13, 2024 Q2 2024
Goldman Sachs Group Inc

New York, NY
SELL
 -
-30K
- 71.13%
$1.26M - $1.36M
12.2K $597K
Jul 25, 2024 Q2 2024
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-181
- 2.0%
$7.62K - $8.21K
8.86K $434K
Q1 2024
May 02, 2024 Q1 2024
Mutual Advisors, LLC

Casper, WY
SELL
 -
-22.1K
- 55.51%
$921K - $997K
17.7K $866K
May 14, 2024 Q1 2024
Family Asset Management, LLC

Charleston, SC
SELL
 -
-10
- 62.5%
$417 - $452
6 $294
Q4 2023
Jan 09, 2024 Q4 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
SELL
 -
-817
- 14.66%
$30.2K - $36.6K
4.76K $233K
Q2 2023
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

SELL
 -
-59
- 1.07%
$2.23K - $2.42K
5.44K $267K
Q1 2023
Apr 26, 2023 Q1 2023
Rhs Financial, LLC

SELL
 -
-6.89K
- 43.09%
$261K - $300K
9.1K $446K
Q4 2022
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-76
- 0.59%
$2.74K - $3.18K
12.7K $624K
Q2 2022
Jul 25, 2022 Q2 2022
Wbi Investments, Inc.

SELL
 -
-42K
Closed
$1.53M - $1.86M
0 $0
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-30.5K
Closed
$1.11M - $1.35M
0 $0
Jul 21, 2022 Q2 2022
Savior LLC

SELL
 -
-326
Closed
$11.8K - $14.4K
0 $0
Dec 01, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-100
- 2.33%
$3.63K - $4.43K
4.2K $206K
Q1 2022
Apr 25, 2022 Q1 2022
Menard Financial Group LLC

Houston, TX
SELL
 -
-37.9K
Closed
$1.55M - $1.77M
0 $0
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

SELL
 -
-19.8K
Closed
$812K - $925K
0 $0
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-4.55K
Closed
$186K - $212K
0 $0
May 13, 2022 Q1 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-1.66K
Closed
$68.1K - $77.5K
0 $0
Q4 2021
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-2.57K
Closed
$112K - $123K
0 $0
Feb 09, 2022 Q4 2021
Massmutual Trust CO Fsb

SELL
 -
-99
Closed
$4.31K - $4.75K
0 $0
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-75
- 77.32%
$3.26K - $3.6K
22 $1.08K
Q3 2021
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-47
Closed
$1.94K - $2.11K
0 $0
Q2 2021
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.23K
Closed
$51.2K - $55.6K
0 $0
Aug 05, 2021 Q2 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-546
Closed
$22.8K - $24.7K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-464
Closed
$19.3K - $21K
0 $0
Aug 03, 2021 Q2 2021
Bedel Financial Consulting, Inc.

SELL
 -
-65
Closed
$2.71K - $2.94K
0 $0
Q1 2021
May 14, 2021 Q1 2021
Assetmark, Inc

SELL
 -
-250K
Closed
$8.99M - $11.1M
0 $0
May 11, 2021 Q1 2021
Atria Investments LLC

Charlotte, NC
SELL
 -
-49.1K
Closed
$1.76M - $2.18M
0 $0
Apr 30, 2021 Q1 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-20K
Closed
$716K - $888K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-10.2K
Closed
$294K - $371K
0 $0
Q3 2020
Oct 26, 2020 Q3 2020
Foster Victor Wealth Advisors, LLC

SELL
 -
-12.4K
Closed
$327K - $378K
0 $0
Q1 2020
Apr 08, 2020 Q1 2020
Pacific Financial Group Inc

SELL
 -
-314K
Closed
$5.93M - $10.4M
0 $0
Apr 20, 2020 Q1 2020
David R. Rahn & Associates Inc.

SELL
 -
-115K
Closed
$2.17M - $3.82M
0 $0
May 14, 2020 Q1 2020
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-14.1K
Closed
$266K - $467K
0 $0
May 26, 2020 Q1 2020
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-500
Closed
$9.45K - $16.6K
0 $0
Q3 2019
Oct 28, 2019 Q3 2019
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-1.71M
Closed
$49.3M - $53.5M
0 $0
Oct 28, 2019 Q3 2019
Concorde Asset Management, LLC

SELL
 -
-16.4K
Closed
$474K - $513K
0 $0
Q2 2019
Jul 09, 2019 Q2 2019
Stone House Investment Management, LLC

SELL
 -
-1.68K
Closed
$48.5K - $53.2K
0 $0
Q1 2019
May 07, 2019 Q1 2019
Allworth Financial LP

SELL
 -
-51
Closed
$1.35K - $1.59K
0 $0
Q4 2018
Feb 06, 2019 Q4 2018
Td Capital Management LLC

Memphis, TN
SELL
 -
-1.98K
Closed
$50.4K - $64.1K
0 $0
Q3 2018
Dec 06, 2018 Q3 2018
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-844
Closed
$26.7K - $28.1K
0 $0
Nov 05, 2018 Q3 2018
Bay Colony Advisory Group, Inc D

SELL
 -
-221
Closed
$6.99K - $7.36K
0 $0

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