Purchases and Sales Made in Q4 2024 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
17.6KNew |
$1.79M - $1.95M
|
17.6K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.4KNew |
$1.68M - $1.82M
|
16.4K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.9K+ 107.16% |
$1.42M - $1.54M
|
26.9K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.77K+ 9.09% |
$896K - $973K
|
105K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.69K+ 7.36% |
$887K - $964K
|
127K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.83K+ 12.83% |
$288K - $313K
|
24.9K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.7K+ 7.24% |
$174K - $189K
|
25.2K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.4K+ 9.91% |
$143K - $155K
|
15.5K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.33K+ 15.04% |
$135K - $147K
|
10.1K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04KNew |
$106K - $115K
|
1.04K
$109K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
961+ 6.19% |
$98.1K - $107K
|
16.5K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
933+ 108.49% |
$95.2K - $103K
|
1.79K
$188K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
626+ 1.39% |
$63.9K - $69.4K
|
45.6K
$4.77M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
530+ 0.18% |
$54.1K - $58.8K
|
293K
$30.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
515+ 3.9% |
$52.6K - $57.1K
|
13.7K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
174+ 2.6% |
$17.8K - $19.3K
|
6.86K
$719K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
118+ 2.56% |
$12K - $13.1K
|
4.73K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
82New |
$8.37K - $9.1K
|
82
$8.59K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
34+ 0.54% |
$3.47K - $3.77K
|
6.3K
$660K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
21New |
$2.14K - $2.33K
|
21
$2.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13+ 0.14% |
$1.33K - $1.44K
|
9.6K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.64% |
$204 - $222
|
314
$32.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 13.33% |
$204 - $222
|
13
$1.36K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20- 0.21% |
$2.04K - $2.22K
|
9.48K
$993K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-42- 0.25% |
$4.29K - $4.66K
|
16.7K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-42- 4.47% |
$4.29K - $4.66K
|
897
$93.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-102- 3.44% |
$10.4K - $11.3K
|
2.86K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-121- 23.63% |
$12.4K - $13.4K
|
391
$40.9K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-253- 0.53% |
$25.8K - $28.1K
|
47.3K
$4.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-298- 4.26% |
$30.4K - $33.1K
|
6.7K
$701K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-359- 2.61% |
$36.6K - $39.8K
|
13.4K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-425- 3.56% |
$43.4K - $47.1K
|
11.5K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-504- 14.83% |
$51.4K - $55.9K
|
2.9K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-522- 11.75% |
$53.3K - $57.9K
|
3.92K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-549- 12.02% |
$56K - $60.9K
|
4.02K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-564- 0.77% |
$57.6K - $62.6K
|
72.8K
$7.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-706- 7.94% |
$72.1K - $78.3K
|
8.19K
$858K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.02K- 16.66% |
$104K - $113K
|
5.09K
$533K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.04K- 7.75% |
$106K - $116K
|
12.4K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.26K- 1.43% |
$128K - $140K
|
86.8K
$9.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.67K- 1.15% |
$170K - $185K
|
143K
$15M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-9.28K- 18.27% |
$948K - $1.03M
|
41.5K
$4.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-39.1K- 82.02% |
$3.99M - $4.34M
|
8.58K
$898K
|