Purchases and Sales Made in Q1 2025 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q1 2025. The information is specifically focused on institutions that hold shares of JPMORGAN TR. DIVERSIFIED RETUR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
907+ 5.5% |
$88.7K - $97.4K
|
17.4K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29New |
$2.84K - $3.11K
|
29
$2.76K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-63- 1.57% |
$6.16K - $6.76K
|
3.95K
$376K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-269- 2.17% |
$26.3K - $28.9K
|
12.1K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.15K- 8.37% |
$112K - $123K
|
12.6K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-125K- 98.25% |
$12.2M - $13.4M
|
2.22K
$211K
|