Purchases and Sales Made in Q4 2024 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
234New |
$12.1K - $13.5K
|
234
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
193+ 1.07% |
$10K - $11.2K
|
18.2K
$963K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179+ 1.22% |
$9.29K - $10.4K
|
14.9K
$786K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
148+ 154.17% |
$7.68K - $8.56K
|
244
$12.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
142+ 8.07% |
$7.37K - $8.21K
|
1.9K
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
130+ 0.38% |
$6.74K - $7.52K
|
34.5K
$1.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
117New |
$6.07K - $6.77K
|
117
$6.19K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
104New |
$5.4K - $6.02K
|
104
$5.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
98New |
$5.08K - $5.67K
|
98
$5.18K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81New |
$4.2K - $4.69K
|
81
$4.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67+ 0.87% |
$3.48K - $3.88K
|
7.78K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28+ 0.12% |
$1.45K - $1.62K
|
24.1K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28+ 1.76% |
$1.45K - $1.62K
|
1.62K
$85.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20New |
$1.04K - $1.16K
|
20
$1.06K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19+ 1.64% |
$986 - $1.1K
|
1.18K
$62.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9New |
$467 - $521
|
9
$476
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9+ 0.12% |
$467 - $521
|
7.79K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 1.89% |
$311 - $347
|
323
$17.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.08% |
$51.9 - $57.8
|
1.21K
$64.1K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-6- 0.84% |
$311 - $347
|
705
$37.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-7- 0.4% |
$363 - $405
|
1.72K
$91.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.48% |
$1.04K - $1.16K
|
4.12K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59Closed |
$3.06K - $3.41K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-106- 0.35% |
$5.5K - $6.13K
|
30K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-138- 1.15% |
$7.16K - $7.98K
|
11.8K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-153- 12.92% |
$7.94K - $8.85K
|
1.03K
$54.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-194- 3.91% |
$10.1K - $11.2K
|
4.76K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-196- 42.15% |
$10.2K - $11.3K
|
269
$14.2K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-246- 20.52% |
$12.8K - $14.2K
|
953
$50.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-282- 15.87% |
$14.6K - $16.3K
|
1.5K
$79.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-297- 4.73% |
$15.4K - $17.2K
|
5.98K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-396- 3.88% |
$20.5K - $22.9K
|
9.8K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-396- 4.81% |
$20.5K - $22.9K
|
7.84K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-443- 6.19% |
$23K - $25.6K
|
6.71K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-480- 0.8% |
$24.9K - $27.8K
|
59.9K
$3.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-500- 2.94% |
$25.9K - $28.9K
|
16.5K
$873K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-534- 18.55% |
$27.7K - $30.9K
|
2.34K
$124K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-563- 9.54% |
$29.2K - $32.6K
|
5.34K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-596- 2.69% |
$30.9K - $34.5K
|
21.5K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-771- 68.78% |
$40K - $44.6K
|
350
$18.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-1.12K- 8.26% |
$58K - $64.7K
|
12.4K
$657K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.36K- 15.25% |
$70.6K - $78.7K
|
7.56K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.61K- 24.29% |
$83.6K - $93.2K
|
5.02K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.82K- 8.63% |
$94.3K - $105K
|
19.2K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.43K- 36.32% |
$126K - $140K
|
4.25K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.66K- 2.63% |
$138K - $154K
|
98.5K
$5.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.83K- 13.71% |
$147K - $164K
|
17.8K
$943K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.03K- 30.45% |
$157K - $175K
|
6.91K
$366K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.84K- 27.56% |
$251K - $280K
|
12.7K
$673K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.33K- 3.77% |
$328K - $366K
|
162K
$8.55M
|