Purchases and Sales Made in Q1 2025 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q1 2025. The information is specifically focused on institutions that hold shares of JP MORGAN DIVERSIFIED RETURN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
112K+ 47.92% |
$5.68M - $6.04M
|
345K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
86.4K+ 55.14% |
$4.39M - $4.67M
|
243K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
21.7K+ 20.97% |
$1.1M - $1.17M
|
125K
$6.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.6K+ 28.93% |
$843K - $896K
|
73.9K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.8K+ 55.13% |
$802K - $853K
|
44.4K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.5K+ 8.09% |
$738K - $785K
|
194K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.1K+ 7.19% |
$666K - $708K
|
195K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.45K+ 53.89% |
$480K - $510K
|
27K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
6.71K+ 3.68% |
$341K - $363K
|
189K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.51K+ 2.23% |
$331K - $352K
|
299K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5K+ 42.23% |
$254K - $270K
|
16.8K
$931K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.86K+ 3.33% |
$247K - $262K
|
151K
$8.32M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
4.66K+ 90.36% |
$237K - $252K
|
9.82K
$543K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.6K+ 14.17% |
$234K - $249K
|
37.1K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.5KNew |
$229K - $243K
|
4.5K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.5KNew |
$229K - $243K
|
4.5K
$249K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.18K+ 20.07% |
$213K - $226K
|
25K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.76K+ 6.29% |
$191K - $203K
|
63.6K
$3.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
2.75K+ 21.67% |
$140K - $149K
|
15.4K
$854K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.57K+ 8.33% |
$130K - $139K
|
33.4K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.27K+ 2.67% |
$115K - $123K
|
87.2K
$4.82M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.08K+ 2.83% |
$106K - $112K
|
75.6K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.81K+ 6.48% |
$91.8K - $97.6K
|
29.7K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.47K+ 6.13% |
$74.4K - $79.2K
|
25.4K
$1.4M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.17K+ 18.64% |
$59.3K - $63.1K
|
7.44K
$411K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.05K+ 5.13% |
$53.2K - $56.6K
|
21.5K
$1.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
922+ 6.95% |
$46.8K - $49.8K
|
14.2K
$784K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
900New |
$45.7K - $48.6K
|
900
$49.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
836+ 106.23% |
$42.5K - $45.2K
|
1.62K
$89.7K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
686+ 0.33% |
$34.9K - $37.1K
|
211K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
667+ 2.61% |
$33.9K - $36K
|
26.2K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
663+ 10.18% |
$33.7K - $35.8K
|
7.18K
$397K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
480+ 6.02% |
$24.4K - $25.9K
|
8.45K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
449+ 1.3% |
$22.8K - $24.3K
|
34.9K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
435+ 5.52% |
$22.1K - $23.5K
|
8.31K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
363+ 3.7% |
$18.4K - $19.6K
|
10.2K
$562K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
334+ 2.73% |
$17K - $18K
|
12.6K
$696K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
293New |
$14.9K - $15.8K
|
293
$16.2K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
221+ 2.82% |
$11.2K - $11.9K
|
8.06K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
184+ 3.64% |
$9.35K - $9.94K
|
5.24K
$290K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
155New |
$7.88K - $8.38K
|
155
$8.57K
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
120+ 0.21% |
$6.1K - $6.48K
|
56K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
113+ 5.94% |
$5.74K - $6.11K
|
2.01K
$111K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
100New |
$5.08K - $5.4K
|
100
$5.53K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
98+ 6.05% |
$4.98K - $5.3K
|
1.72K
$94.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
54New |
$2.74K - $2.92K
|
54
$2.99K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
54+ 0.71% |
$2.74K - $2.92K
|
7.61K
$421K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
26+ 0.33% |
$1.32K - $1.41K
|
7.82K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22+ 110.0% |
$1.12K - $1.19K
|
42
$2.32K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
19New |
$965 - $1.03K
|
19
$1.05K
|