Purchases and Sales Made in Q3 2025 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.93K+ 5.48% |
$312K - $353K
|
134K
$6.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.39K+ 4.83% |
$198K - $224K
|
95.4K
$4.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.07KNew |
$183K - $207K
|
4.07K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 97066.67% |
$131K - $148K
|
2.92K
$145K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
59+ 0.22% |
$2.66K - $3K
|
26.7K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-109- 0.1% |
$4.91K - $5.55K
|
108K
$5.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-416- 37.78% |
$18.7K - $21.2K
|
685
$34.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-477- 38.65% |
$21.5K - $24.3K
|
757
$37.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.52K- 4.49% |
$68.4K - $77.3K
|
32.3K
$1.61M
|