Purchases and Sales Made in Q4 2024 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
142K+ 58.62% |
$6.62M - $7.32M
|
383K
$18.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.84K+ 4.02% |
$413K - $457K
|
229K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.8K+ 7.85% |
$365K - $403K
|
107K
$5.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.94K+ 32.41% |
$325K - $359K
|
28.4K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.02K+ 5.42% |
$235K - $259K
|
97.5K
$4.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.4K+ 8.07% |
$159K - $176K
|
45.5K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.23K+ 8.95% |
$104K - $115K
|
27.2K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
820+ 3.17% |
$38.4K - $42.4K
|
26.7K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
543+ 1.03% |
$25.4K - $28.1K
|
53.5K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
470+ 2.14% |
$22K - $24.3K
|
22.4K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
273New |
$12.8K - $14.1K
|
273
$12.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
29+ 0.11% |
$1.36K - $1.5K
|
26.5K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$46.8 - $51.7
|
1
$47.4
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-26- 0.32% |
$1.22K - $1.34K
|
8.06K
$382K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-86- 0.55% |
$4.02K - $4.45K
|
15.7K
$744K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-127- 1.31% |
$5.94K - $6.57K
|
9.56K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-352- 6.6% |
$16.5K - $18.2K
|
4.98K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-400- 50.0% |
$18.7K - $20.7K
|
400
$19K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-621- 0.76% |
$29K - $32.1K
|
80.7K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-757- 0.43% |
$35.4K - $39.1K
|
177K
$8.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-903- 0.56% |
$42.2K - $46.7K
|
161K
$7.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.13K- 13.49% |
$52.9K - $58.5K
|
7.26K
$344K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.7K- 9.46% |
$685K - $758K
|
140K
$6.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-275K- 82.62% |
$12.9M - $14.2M
|
57.9K
$2.74M
|