Institutional shares held 5.02 Million
0 calls
0 puts
Total value of holdings $269M
$0 calls
$0 puts
# of Institutions 139


Latest Institutional Activity in JPEM

Top Purchases

Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 125K ($6.72M)
Q1 2025
Sovran Advisors, LLC Shares Held: 73.9K ($3.96M)
Q1 2025
Sharkey, Howes & Javer Shares Held: 27K ($1.45M)
Q1 2025
Kwb Wealth Shares Held: 151K ($8.07M)
Q1 2025
Accel Wealth Management Shares Held: 15.4K ($828K)

Top Sells

Q1 2025
Segall Bryant & Hamill, LLC Shares Held: 142K ($7.63M)
Q1 2025
Strategic Financial Concepts, LLC Shares Held: 25.4K ($1.36M)
Q1 2025
Rhs Financial, LLC Shares Held: 69.3K ($3.72M)
Q1 2025
Wolf Group Capital Advisors Shares Held: 32.9K ($1.76M)
Q1 2025
Slow Capital, Inc. Shares Held: 4.28K ($229K)

About JPEM

Track Institutional and Insider Activities on JPEM

Follow JP MORGAN DIVERSIFIED RETURN and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JPEM shares.

Notify only if

Insider Trading

Get notified when an Jp Morgan Diversified Return insider buys or sells JPEM shares.

Notify only if

News

Receive news related to JP MORGAN DIVERSIFIED RETURN

Track Activities on JPEM