Purchases and Sales Made in Q2 2025 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
148K+ 52.57% |
$13.2M - $15.4M
|
430K
$45.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.2K+ 51.28% |
$1.98M - $2.31M
|
65.5K
$6.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.1K+ 31.27% |
$1.26M - $1.46M
|
59.2K
$6.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.3K+ 8.07% |
$1.01M - $1.17M
|
151K
$16.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.62K+ 31.26% |
$770K - $895K
|
36.2K
$3.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.78K+ 3.5% |
$695K - $808K
|
230K
$24.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.34K+ 8.49% |
$655K - $762K
|
93.8K
$9.99M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.95K+ 70.22% |
$442K - $513K
|
12K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.72KNew |
$422K - $490K
|
4.72K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
4.15KNew |
$371K - $431K
|
4.15K
$442K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.68K+ 32.8% |
$239K - $278K
|
10.9K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.87K+ 10.93% |
$167K - $194K
|
19K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.64K+ 29.19% |
$146K - $170K
|
7.25K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.56K+ 8.34% |
$140K - $162K
|
20.3K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.12K+ 5.28% |
$99.6K - $116K
|
22.3K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.07K+ 10.84% |
$95.5K - $111K
|
10.9K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.02K+ 10.93% |
$91.1K - $106K
|
10.4K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
917+ 3.45% |
$81.9K - $95.2K
|
27.5K
$2.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
915New |
$81.7K - $95K
|
915
$97.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
790+ 0.9% |
$70.5K - $82K
|
88.5K
$9.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
597+ 3.43% |
$53.3K - $62K
|
18K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
504New |
$45K - $52.3K
|
504
$53.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
328+ 3.15% |
$29.3K - $34K
|
10.7K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
302New |
$27K - $31.3K
|
302
$32.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
286New |
$25.5K - $29.7K
|
286
$30.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
229New |
$20.4K - $23.8K
|
229
$24.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
137+ 3.08% |
$12.2K - $14.2K
|
4.59K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
136New |
$12.1K - $14.1K
|
136
$14.5K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
128New |
$11.4K - $13.3K
|
128
$13.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
114New |
$10.2K - $11.8K
|
114
$12.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
57+ 5.49% |
$5.09K - $5.92K
|
1.1K
$117K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 0.48% |
$2.86K - $3.32K
|
6.75K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18+ 1800.0% |
$1.61K - $1.87K
|
19
$2.02K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10+ 0.19% |
$893 - $1.04K
|
5.19K
$553K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.89% |
$714 - $830
|
905
$96.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.63% |
$179 - $208
|
317
$33.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1+ 0.03% |
$89.3 - $104
|
3.96K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 0.23% |
$179 - $208
|
864
$92K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-22- 11.52% |
$1.96K - $2.28K
|
169
$18K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-23- 0.15% |
$2.05K - $2.39K
|
15.1K
$1.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-24- 0.39% |
$2.14K - $2.49K
|
6.2K
$660K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-35- 6.93% |
$3.12K - $3.63K
|
470
$50.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-44- 0.36% |
$3.93K - $4.57K
|
12.1K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-45- 0.5% |
$4.02K - $4.67K
|
9.04K
$963K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 1.2% |
$5.54K - $6.44K
|
5.1K
$543K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-81- 0.61% |
$7.23K - $8.41K
|
13.2K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-81- 13.24% |
$7.23K - $8.41K
|
531
$56.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-100- 1.88% |
$8.93K - $10.4K
|
5.23K
$557K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-139- 5.12% |
$12.4K - $14.4K
|
2.58K
$274K
|