Purchases and Sales Made in Q4 2025 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q4 2025. The information is specifically focused on institutions that hold shares of J P MORGAN DIVERSIFIED RETURN .
| 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
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 7.69% |
$242 - $254
|
60
$2.94K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-37- 0.61% |
$1.79K - $1.88K
|
6.04K
$296K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-80- 0.08% |
$3.88K - $4.06K
|
95.3K
$4.67M
|
|
|
Jan 23, 2026
Q4 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-180- 0.44% |
$8.72K - $9.14K
|
40.7K
$1.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-513- 0.47% |
$24.8K - $26K
|
108K
$5.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.92K- 65.93% |
$93.1K - $97.6K
|
993
$48.7K
|
|