Latest Institutional Transactions on Jp Morgan Diversified Return (JPEM)
This table provides information on the latest institutional transactions involving Jp Morgan Diversified Return (JPEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-53- 6.68% |
$2.57K - $3.01K
|
740
$42K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
13.7K+ 50.95% |
$665K - $779K
|
40.7K
$2.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
721+ 5.44% |
$34.9K - $40.9K
|
14K
$794K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.4K- 16.74% |
$599K - $702K
|
61.6K
$3.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
693+ 2.86% |
$33.5K - $39.3K
|
24.9K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
165New |
$7.99K - $9.36K
|
165
$9.37K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.63K- 63.73% |
$369K - $433K
|
4.34K
$247K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.85% |
$48.4 - $56.7
|
55
$3.12K
|
|
| Q1 2025 | |||||||
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.17K+ 18.64% |
$59.3K - $63.1K
|
7.44K
$422K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.18K+ 20.07% |
$213K - $226K
|
25K
$1.42M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.6K+ 14.17% |
$234K - $249K
|
37.1K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.07K- 16.88% |
$257K - $274K
|
24.9K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
112K+ 47.92% |
$5.68M - $6.04M
|
345K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.81K+ 6.48% |
$91.8K - $97.6K
|
29.7K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.1K+ 7.19% |
$666K - $708K
|
195K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
686+ 0.33% |
$34.9K - $37.1K
|
211K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.47K+ 6.13% |
$74.4K - $79.2K
|
25.4K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.5KNew |
$229K - $243K
|
4.5K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.5KNew |
$229K - $243K
|
4.5K
$256K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-496- 42.0% |
$25.2K - $26.8K
|
685
$38.9K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.04K- 32.34% |
$104K - $110K
|
4.28K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-17.8K- 25.32% |
$903K - $961K
|
52.4K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.3K- 12.45% |
$1.03M - $1.1M
|
143K
$8.12M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.23K- 5.35% |
$266K - $283K
|
92.5K
$5.25M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
449+ 1.3% |
$22.8K - $24.3K
|
34.9K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-154- 0.9% |
$7.82K - $8.32K
|
17K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-670- 14.07% |
$34K - $36.2K
|
4.09K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
221+ 2.82% |
$11.2K - $11.9K
|
8.06K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-177- 2.27% |
$8.99K - $9.57K
|
7.61K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-521- 2.86% |
$26.5K - $28.2K
|
17.7K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.12K- 30.69% |
$108K - $115K
|
4.79K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
667+ 2.61% |
$33.9K - $36K
|
26.2K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.4K- 44.39% |
$1.29M - $1.37M
|
31.8K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
6.71K+ 3.68% |
$341K - $363K
|
189K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
86.4K+ 55.14% |
$4.39M - $4.67M
|
243K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.8K+ 55.13% |
$802K - $853K
|
44.4K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
184+ 3.64% |
$9.35K - $9.94K
|
5.24K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-6.75K- 25.04% |
$343K - $365K
|
20.2K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14New |
$711 - $757
|
14
$795
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-431- 0.47% |
$21.9K - $23.3K
|
90.8K
$5.16M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5K+ 42.23% |
$254K - $270K
|
16.8K
$957K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.68K- 3.08% |
$136K - $145K
|
84.1K
$4.78M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.78K- 9.27% |
$90.6K - $96.4K
|
17.5K
$991K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.08K+ 2.83% |
$106K - $112K
|
75.6K
$4.29M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.76K+ 6.29% |
$191K - $203K
|
63.6K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.61K- 3.62% |
$285K - $303K
|
149K
$8.49M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.27K+ 2.67% |
$115K - $123K
|
87.2K
$4.95M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.99K- 11.45% |
$101K - $107K
|
15.4K
$872K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
663+ 10.18% |
$33.7K - $35.8K
|
7.18K
$407K
|
|