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 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-316- 4.07% |
$12.1K - $14.4K
|
7.44K
$371K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-318- 4.48% |
$12.1K - $14.5K
|
6.78K
$338K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-328- 2.01% |
$12.5K - $14.9K
|
16K
$796K
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-360- 3.86% |
$13.8K - $16.4K
|
8.96K
$446K
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-406- 2.79% |
$15.5K - $18.5K
|
14.1K
$704K
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-501- 7.41% |
$19.1K - $22.8K
|
6.26K
$312K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-659- 2.83% |
$25.2K - $30K
|
22.6K
$1.13M
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-684- 10.44% |
$26.1K - $31.1K
|
5.87K
$292K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-874- 41.46% |
$33.4K - $39.8K
|
1.23K
$61.5K
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.2K- 17.16% |
$45.8K - $54.5K
|
5.79K
$288K
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.43K- 0.91% |
$54.7K - $65.1K
|
156K
$7.77M
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-1.43K- 47.64% |
$54.7K - $65.1K
|
1.57K
$78.4K
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.33K- 31.37% |
$89.1K - $106K
|
5.1K
$254K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.51K- 9.59% |
$95.8K - $114K
|
23.7K
$1.18M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.74K- 16.13% |
$105K - $125K
|
14.2K
$709K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.16K- 4.89% |
$121K - $144K
|
61.5K
$3.06M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.03K- 10.49% |
$154K - $183K
|
34.4K
$1.71M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.38K- 4.24% |
$205K - $245K
|
122K
$6.06M
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-5.95K- 4.49% |
$227K - $270K
|
127K
$6.31M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.98K- 40.25% |
$228K - $272K
|
8.88K
$442K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.47K- 46.05% |
$324K - $385K
|
9.93K
$494K
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-9.64K- 96.51% |
$368K - $438K
|
349
$17.4K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 74.36% |
$582K - $693K
|
5.25K
$262K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.3K- 77.08% |
$660K - $785K
|
5.13K
$256K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.8K- 6.33% |
$681K - $810K
|
263K
$13.1M
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-19.4K- 1.53% |
$740K - $881K
|
1.25M
$62.2M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.8K- 70.16% |
$1.06M - $1.26M
|
11.8K
$588K
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-45.6K- 32.42% |
$1.74M - $2.07M
|
95K
$4.73M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-79.5K- 59.85% |
$3.04M - $3.61M
|
53.3K
$2.65M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-145K- 31.34% |
$5.52M - $6.58M
|
317K
$15.8M
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-358K- 79.74% |
$13.7M - $16.3M
|
91K
$4.53M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-526K- 39.76% |
$20.1M - $23.9M
|
796K
$39.7M
|