Purchases and Sales Made in Q2 2025 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
65+ 0.78% |
$3.15K - $3.69K
|
8.38K
$495K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
36+ 400.0% |
$1.74K - $2.04K
|
45
$2.66K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
32New |
$1.55K - $1.81K
|
32
$1.89K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 27.16% |
$1.07K - $1.25K
|
103
$6.08K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8+ 0.09% |
$387 - $454
|
8.54K
$504K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 1.48% |
$194 - $227
|
275
$16.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 1.31% |
$145 - $170
|
232
$13.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.85% |
$48.4 - $56.7
|
55
$3.25K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.05% |
$48.4 - $56.7
|
2.02K
$119K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-3- 0.44% |
$145 - $170
|
682
$40.3K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-41- 5.99% |
$1.98K - $2.32K
|
644
$38K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-53- 6.68% |
$2.57K - $3.01K
|
740
$43.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-138- 1.41% |
$6.68K - $7.82K
|
9.67K
$571K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-161- 1.04% |
$7.79K - $9.13K
|
15.3K
$901K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-165- 0.65% |
$7.99K - $9.36K
|
25.2K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-181- 74.18% |
$8.76K - $10.3K
|
63
$3.72K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-200- 4.85% |
$9.68K - $11.3K
|
3.92K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-228- 0.91% |
$11K - $12.9K
|
24.7K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-316- 6.75% |
$15.3K - $17.9K
|
4.37K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-374- 8.75% |
$18.1K - $21.2K
|
3.9K
$230K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-430- 9.43% |
$20.8K - $24.4K
|
4.13K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-454- 2.96% |
$22K - $25.7K
|
14.9K
$879K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-550- 0.65% |
$26.6K - $31.2K
|
83.6K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-644- 1.45% |
$31.2K - $36.5K
|
43.8K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-681- 71.46% |
$33K - $38.6K
|
272
$16.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-792- 15.45% |
$38.3K - $44.9K
|
4.33K
$256K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-805- 34.34% |
$39K - $45.6K
|
1.54K
$90.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-903- 19.39% |
$43.7K - $51.2K
|
3.75K
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-1.45K- 83.87% |
$70K - $81.9K
|
278
$16.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 1.33% |
$80.5K - $94.2K
|
124K
$7.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.74K- 8.64% |
$84K - $98.4K
|
18.4K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2K- 11.28% |
$96.6K - $113K
|
15.7K
$926K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.11K- 20.77% |
$102K - $120K
|
8.05K
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.62K- 12.2% |
$127K - $148K
|
18.8K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 1.89% |
$130K - $152K
|
140K
$8.24M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-3K- 1.59% |
$145K - $170K
|
186K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.8K- 2.51% |
$184K - $216K
|
148K
$8.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.77K- 24.46% |
$279K - $327K
|
17.8K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.55K- 4.38% |
$317K - $371K
|
143K
$8.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.63K- 63.73% |
$369K - $433K
|
4.34K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.47K- 50.24% |
$410K - $480K
|
8.38K
$495K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.74K- 43.24% |
$423K - $495K
|
11.5K
$677K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.18K- 53.33% |
$445K - $521K
|
8.04K
$474K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.8K- 62.57% |
$474K - $556K
|
5.86K
$346K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.4K- 16.74% |
$599K - $702K
|
61.6K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-12.4K- 71.18% |
$601K - $704K
|
5.03K
$297K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-14.3K- 20.63% |
$692K - $811K
|
55K
$3.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.2K- 57.07% |
$880K - $1.03M
|
13.7K
$807K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-21.1K- 83.09% |
$1.02M - $1.2M
|
4.29K
$253K
|