Purchases and Sales Made in Q3 2025 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
74K+ 307.19% |
$4.16M - $4.43M
|
98.1K
$5.79M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
18.9K+ 118.44% |
$1.07M - $1.13M
|
34.9K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 5.43% |
$378K - $402K
|
130K
$7.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.64K+ 3.03% |
$261K - $278K
|
157K
$9.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.33K+ 6.67% |
$243K - $259K
|
69.2K
$4.08M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.72K+ 43.57% |
$209K - $223K
|
12.3K
$724K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.87K+ 3.41% |
$105K - $112K
|
56.9K
$3.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.42K+ 7.56% |
$80.1K - $85.3K
|
20.3K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.21K+ 4.31% |
$68.2K - $72.6K
|
29.3K
$1.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
450+ 1.81% |
$25.3K - $26.9K
|
25.4K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
88+ 2.12% |
$4.95K - $5.27K
|
4.24K
$250K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
14+ 0.59% |
$788 - $838
|
2.39K
$141K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7+ 0.12% |
$394 - $419
|
5.7K
$336K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.73% |
$113 - $120
|
277
$16.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.94% |
$113 - $120
|
105
$6.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-39- 0.35% |
$2.19K - $2.33K
|
11.2K
$664K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-139- 20.38% |
$7.82K - $8.32K
|
543
$32.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-177- 4.29% |
$9.96K - $10.6K
|
3.95K
$233K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-188- 25.41% |
$10.6K - $11.3K
|
552
$32.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.08K- 3.27% |
$60.9K - $64.8K
|
32K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 19.38% |
$87.8K - $93.5K
|
6.49K
$383K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.74K- 1.88% |
$97.7K - $104K
|
90.5K
$5.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.17K- 2.14% |
$178K - $190K
|
145K
$8.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-9.52K- 62.37% |
$535K - $570K
|
5.74K
$339K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-28.6K- 70.35% |
$1.61M - $1.71M
|
12.1K
$713K
|