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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
44.1K+ 106.31% |
$4.32M - $4.74M
|
85.7K
$8.76M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.2K+ 50871.76% |
$4.23M - $4.64M
|
43.3K
$4.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34.4K+ 32.64% |
$3.36M - $3.69M
|
140K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
26.5KNew |
$2.6M - $2.85M
|
26.5K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.4K+ 44.08% |
$2.59M - $2.84M
|
86.4K
$8.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.6K+ 2.12% |
$1.43M - $1.57M
|
703K
$71.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.7KNew |
$1.05M - $1.15M
|
10.7K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7.74K+ 44.1% |
$757K - $831K
|
25.3K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.94K+ 58.66% |
$678K - $745K
|
18.8K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.83K+ 2.33% |
$668K - $734K
|
300K
$30.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.18KNew |
$506K - $556K
|
5.18K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5K+ 157.76% |
$489K - $537K
|
8.17K
$835K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.7K+ 92.22% |
$459K - $504K
|
9.79K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
4.13K+ 24.28% |
$404K - $444K
|
21.2K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.59K+ 9.31% |
$253K - $278K
|
30.4K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.38K+ 9.45% |
$233K - $256K
|
27.6K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.81K+ 3.83% |
$177K - $194K
|
49.1K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38K+ 8.34% |
$135K - $149K
|
18K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.34K+ 16.69% |
$131K - $143K
|
9.34K
$954K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
907+ 5.5% |
$88.7K - $97.4K
|
17.4K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
902+ 2.04% |
$88.2K - $96.8K
|
45.1K
$4.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
889+ 1.02% |
$86.9K - $95.4K
|
87.7K
$8.96M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
742+ 2.99% |
$72.5K - $79.7K
|
25.6K
$2.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
674+ 72.01% |
$65.9K - $72.4K
|
1.61K
$165K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
504+ 1400.0% |
$49.3K - $54.1K
|
540
$55.2K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
504+ 0.18% |
$49.3K - $54.1K
|
282K
$28.8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
438+ 2.62% |
$42.8K - $47K
|
17.1K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
372New |
$36.4K - $39.9K
|
372
$38K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
281New |
$27.5K - $30.2K
|
281
$28.7K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
264+ 2.6% |
$25.8K - $28.3K
|
10.4K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
221+ 56.52% |
$21.6K - $23.7K
|
612
$62.6K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
192New |
$18.8K - $20.6K
|
192
$19.6K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
191New |
$18.7K - $20.5K
|
191
$19.5K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
172+ 1.79% |
$16.8K - $18.5K
|
9.77K
$998K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
133+ 1.37% |
$13K - $14.3K
|
9.88K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
83+ 0.72% |
$8.11K - $8.91K
|
11.6K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
82+ 100.0% |
$8.02K - $8.8K
|
164
$16.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29New |
$2.84K - $3.11K
|
29
$2.96K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.32% |
$97.8 - $107
|
315
$32.2K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.06% |
$97.8 - $107
|
95
$9.71K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46- 97.87% |
$4.5K - $4.94K
|
1
$102
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-63- 1.57% |
$6.16K - $6.76K
|
3.95K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-66- 0.49% |
$6.45K - $7.09K
|
13.3K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-77- 1.22% |
$7.53K - $8.27K
|
6.22K
$636K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-82- 50.0% |
$8.02K - $8.8K
|
82
$8.38K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-91- 2.32% |
$8.9K - $9.77K
|
3.83K
$392K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-92- 9.6% |
$8.99K - $9.88K
|
866
$88.5K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-102- 0.62% |
$9.97K - $10.9K
|
16.3K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-141- 2.05% |
$13.8K - $15.1K
|
6.72K
$687K
|