Purchases and Sales Made in Q2 2025 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 28.86% |
$7.12M - $8.48M
|
832K
$41.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
156K+ 97.68% |
$5.95M - $7.09M
|
315K
$15.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.6K+ 159.64% |
$3.12M - $3.71M
|
133K
$6.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.6K+ 16.22% |
$1.01M - $1.21M
|
190K
$9.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
26.5KNew |
$1.01M - $1.2M
|
26.5K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19K+ 22.12% |
$726K - $864K
|
105K
$5.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 35.07% |
$703K - $838K
|
70.9K
$3.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18.1K+ 66.22% |
$693K - $826K
|
45.6K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.2KNew |
$618K - $736K
|
16.2K
$806K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.22K+ 4.31% |
$352K - $420K
|
223K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.72K+ 1.37% |
$295K - $351K
|
572K
$28.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.56K+ 7.51% |
$289K - $344K
|
108K
$5.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
7.54K+ 5.27% |
$288K - $343K
|
151K
$7.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.1K+ 57.85% |
$271K - $323K
|
19.4K
$965K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.87K+ 9.13% |
$262K - $313K
|
82.1K
$4.09M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.86K+ 99.82% |
$186K - $221K
|
9.74K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.85K+ 3.86% |
$185K - $221K
|
131K
$6.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.12K+ 3.85% |
$157K - $187K
|
111K
$5.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.08K+ 13.71% |
$156K - $185K
|
33.8K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.67K+ 7.75% |
$140K - $167K
|
51.1K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.49K+ 10.68% |
$133K - $159K
|
36.2K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.31K+ 1.78% |
$126K - $150K
|
189K
$9.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.4K+ 5.02% |
$91.8K - $109K
|
50.3K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.97K+ 5.02% |
$75.1K - $89.4K
|
41.1K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.74K+ 6.43% |
$66.5K - $79.2K
|
28.8K
$1.44M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.36K+ 1.89% |
$52K - $62K
|
73.5K
$3.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
964+ 3.76% |
$36.8K - $43.9K
|
26.6K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
941New |
$35.9K - $42.8K
|
941
$46.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
899+ 3.94% |
$34.3K - $40.9K
|
23.7K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
491+ 5.18% |
$18.8K - $22.3K
|
9.96K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
442+ 7.56% |
$16.9K - $20.1K
|
6.29K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
155+ 336.96% |
$5.92K - $7.05K
|
201
$10K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111New |
$4.24K - $5.05K
|
111
$5.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
99+ 0.45% |
$3.78K - $4.5K
|
22K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
51+ 0.02% |
$1.95K - $2.32K
|
243K
$12.1M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
50+ 22.12% |
$1.91K - $2.27K
|
276
$13.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
31+ 0.38% |
$1.18K - $1.41K
|
8.11K
$404K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
23New |
$879 - $1.05K
|
23
$1.15K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20New |
$764 - $910
|
20
$996
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
14+ 17.07% |
$535 - $637
|
96
$4.78K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$38.2 - $45.5
|
417
$20.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 2.13% |
$344 - $409
|
413
$20.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-70- 1.27% |
$2.67K - $3.18K
|
5.44K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-115- 31.25% |
$4.39K - $5.23K
|
253
$12.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-150- 0.08% |
$5.73K - $6.82K
|
182K
$9.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-155- 0.93% |
$5.92K - $7.05K
|
16.5K
$822K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-179- 63.48% |
$6.84K - $8.14K
|
103
$5.13K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-189- 2.96% |
$7.22K - $8.6K
|
6.2K
$309K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-191- 98.45% |
$7.3K - $8.69K
|
3
$149
|