Institutional shares held 9.81 Million
0 calls
0 puts
Total value of holdings $410M
$0 calls
$0 puts
# of Institutions 112


Latest Institutional Activity in JPSE

Top Purchases

Q1 2025
Capital Advisors Wealth Management, LLC Shares Held: 449K ($18.8M)
Q1 2025
Kingsview Wealth Management, LLC Shares Held: 85.9K ($3.59M)
Q1 2025
Sprinkle Financial Consultants LLC Shares Held: 133K ($5.54M)
Q1 2025
Keystone Financial Services, LLC Shares Held: 143K ($5.98M)
Q1 2025
Goldstein Advisors, LLC Shares Held: 243K ($10.1M)

Top Sells

Q1 2025
Teamwork Financial Advisors, LLC Shares Held: 20.5K ($856K)
Q1 2025
First Pacific Financial Shares Held: 72.1K ($3.01M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 127K ($5.31M)
Q1 2025
Hartford Financial Management Inc. Shares Held: 160K ($6.67M)
Q1 2025
Cornerstone Wealth Management, LLC Shares Held: 27.1K ($1.13M)

About JPSE

Track Institutional and Insider Activities on JPSE

Follow J P MORGAN DIVERSIFIED RETURN and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JPSE shares.

Notify only if

Insider Trading

Get notified when an J P Morgan Diversified Return insider buys or sells JPSE shares.

Notify only if

News

Receive news related to J P MORGAN DIVERSIFIED RETURN

Track Activities on JPSE