Purchases and Sales Made in Q1 2025 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q1 2025. The information is specifically focused on institutions that hold shares of J P MORGAN DIVERSIFIED RETURN .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
678K+ 954.95% |
$29M - $32.9M
|
748K
$32.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
65.8K+ 17.17% |
$2.82M - $3.19M
|
449K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.6KNew |
$1.69M - $1.92M
|
39.6K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.4K+ 60.51% |
$1.39M - $1.57M
|
85.9K
$3.77M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.9K+ 5.02% |
$1.32M - $1.5M
|
646K
$28.4M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
30.1K+ 2.43% |
$1.29M - $1.46M
|
1.27M
$55.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
25.4K+ 23.67% |
$1.09M - $1.23M
|
133K
$5.82M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2K+ 100.39% |
$823K - $934K
|
38.4K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
18.6K+ 14.89% |
$794K - $900K
|
143K
$6.29M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.4K+ 9.43% |
$788K - $894K
|
214K
$9.39M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 2.75% |
$645K - $731K
|
564K
$24.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.1K+ 9.41% |
$603K - $683K
|
164K
$7.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13.7K+ 6.0% |
$588K - $666K
|
243K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 76.31% |
$527K - $597K
|
28.5K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.36K+ 2.07% |
$400K - $454K
|
461K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.18K+ 4.61% |
$350K - $397K
|
186K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
7.8K+ 24.85% |
$334K - $378K
|
39.2K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.11KNew |
$304K - $345K
|
7.11K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.39KNew |
$273K - $310K
|
6.39K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
5.35K+ 3.02% |
$229K - $259K
|
182K
$8.01M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5K+ 100.42% |
$214K - $243K
|
9.99K
$439K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.61KNew |
$197K - $224K
|
4.61K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.45K+ 9.26% |
$190K - $216K
|
52.5K
$2.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.51K+ 3.39% |
$150K - $170K
|
107K
$4.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.08K+ 3.16% |
$132K - $149K
|
101K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.87K+ 9.61% |
$123K - $139K
|
32.7K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.69K+ 4.35% |
$115K - $131K
|
64.6K
$2.84M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.59K+ 9.53% |
$111K - $126K
|
29.7K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.45K+ 5.38% |
$105K - $119K
|
47.9K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.33K+ 5.18% |
$99.8K - $113K
|
47.4K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.11KNew |
$90.2K - $102K
|
2.11K
$92.6K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 8.63% |
$62.5K - $70.9K
|
18.4K
$808K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.43K+ 90.97% |
$61.2K - $69.4K
|
3K
$132K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.05K+ 4.93% |
$45K - $51K
|
22.4K
$984K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
878+ 3.47% |
$37.6K - $42.6K
|
26.2K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
837+ 0.67% |
$35.8K - $40.6K
|
126K
$5.52M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
732+ 8.38% |
$31.3K - $35.5K
|
9.47K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
681+ 2.55% |
$29.1K - $33K
|
27.4K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
620New |
$26.5K - $30.1K
|
620
$27.2K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
451+ 8.36% |
$19.3K - $21.9K
|
5.84K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
366+ 0.26% |
$15.7K - $17.8K
|
141K
$6.18M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
363+ 1.62% |
$15.5K - $17.6K
|
22.8K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
273+ 100.0% |
$11.7K - $13.2K
|
546
$24K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
226New |
$9.67K - $11K
|
226
$9.93K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153+ 0.66% |
$6.55K - $7.42K
|
23.3K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
82New |
$3.51K - $3.98K
|
82
$3.6K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
18+ 0.22% |
$770 - $873
|
8.08K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11+ 0.14% |
$471 - $534
|
7.76K
$341K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11New |
$471 - $534
|
11
$483
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7+ 1.71% |
$299 - $340
|
416
$18.3K
|