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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
21.7K+ 20.97% |
$1.1M - $1.17M
|
125K
$6.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.86K+ 3.33% |
$247K - $262K
|
151K
$7.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
2.75K+ 21.67% |
$140K - $149K
|
15.4K
$802K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
922+ 6.95% |
$46.8K - $49.8K
|
14.2K
$737K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
480+ 6.02% |
$24.4K - $25.9K
|
8.45K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
363+ 3.7% |
$18.4K - $19.6K
|
10.2K
$528K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
334+ 2.73% |
$17K - $18K
|
12.6K
$654K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
113+ 5.94% |
$5.74K - $6.11K
|
2.01K
$105K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
54New |
$2.74K - $2.92K
|
54
$2.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
54+ 0.71% |
$2.74K - $2.92K
|
7.61K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.74% |
$102 - $108
|
271
$14.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-238- 23.08% |
$12.1K - $12.9K
|
793
$41.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-782- 14.64% |
$39.7K - $42.3K
|
4.56K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.07K- 6.51% |
$54.6K - $58K
|
15.4K
$801K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.45K- 6.75% |
$73.9K - $78.6K
|
20.1K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.64K- 11.03% |
$83.5K - $88.8K
|
13.3K
$688K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.09K- 11.31% |
$157K - $167K
|
24.2K
$1.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-9.18K- 21.82% |
$466K - $496K
|
32.9K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-12.9K- 15.64% |
$653K - $694K
|
69.3K
$3.6M
|