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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
4.66K+ 90.36% |
$237K - $252K
|
9.82K
$557K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.61K- 59.74% |
$386K - $411K
|
5.13K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
120+ 0.21% |
$6.1K - $6.48K
|
56K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
435+ 5.52% |
$22.1K - $23.5K
|
8.31K
$472K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
293New |
$14.9K - $15.8K
|
293
$16.6K
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-1.2K- 0.64% |
$60.8K - $64.6K
|
186K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.51K+ 2.23% |
$331K - $352K
|
299K
$17M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.5K+ 8.09% |
$738K - $785K
|
194K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-521- 2.16% |
$26.5K - $28.2K
|
23.6K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-94- 29.1% |
$4.78K - $5.08K
|
229
$13K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.05K+ 5.13% |
$53.2K - $56.6K
|
21.5K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.57K+ 8.33% |
$130K - $139K
|
33.4K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-19.3K- 11.97% |
$983K - $1.05M
|
142K
$8.08M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-306- 25.25% |
$15.5K - $16.5K
|
906
$51.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
19New |
$965 - $1.03K
|
19
$1.08K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
155New |
$7.88K - $8.38K
|
155
$8.8K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-8.14K- 65.56% |
$414K - $440K
|
4.28K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14+ 0.14% |
$711 - $757
|
9.81K
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.4K- 3.44% |
$274K - $292K
|
152K
$8.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.38K- 89.53% |
$121K - $129K
|
278
$15.8K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.1K- 24.55% |
$259K - $275K
|
15.7K
$890K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-549- 3.08% |
$27.9K - $29.7K
|
17.3K
$982K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.01K- 14.86% |
$153K - $162K
|
17.2K
$978K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.92K- 2.43% |
$148K - $158K
|
117K
$6.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-291- 4.87% |
$14.8K - $15.7K
|
5.69K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
900New |
$45.7K - $48.6K
|
900
$51.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
836+ 106.23% |
$42.5K - $45.2K
|
1.62K
$92.2K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.17K- 1.18% |
$59.3K - $63.1K
|
97.3K
$5.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-15K- 37.08% |
$760K - $809K
|
25.4K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21- 50.0% |
$1.07K - $1.13K
|
21
$1.19K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
100New |
$5.08K - $5.4K
|
100
$5.68K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
26+ 0.33% |
$1.32K - $1.41K
|
7.82K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-20- 2.84% |
$1.02K - $1.08K
|
685
$38.9K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.11K- 19.8% |
$107K - $114K
|
8.53K
$484K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-338- 6.73% |
$17.2K - $18.3K
|
4.68K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
98+ 6.05% |
$4.98K - $5.3K
|
1.72K
$97.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-782- 14.64% |
$39.7K - $42.3K
|
4.56K
$259K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-9.18K- 21.82% |
$466K - $496K
|
32.9K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-12.9K- 15.64% |
$653K - $694K
|
69.3K
$3.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.07K- 6.51% |
$54.6K - $58K
|
15.4K
$876K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.45K- 6.75% |
$73.9K - $78.6K
|
20.1K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.74% |
$102 - $108
|
271
$15.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
480+ 6.02% |
$24.4K - $25.9K
|
8.45K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
54+ 0.71% |
$2.74K - $2.92K
|
7.61K
$432K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
113+ 5.94% |
$5.74K - $6.11K
|
2.01K
$114K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
334+ 2.73% |
$17K - $18K
|
12.6K
$715K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
363+ 3.7% |
$18.4K - $19.6K
|
10.2K
$577K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.86K+ 3.33% |
$247K - $262K
|
151K
$8.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
2.75K+ 21.67% |
$140K - $149K
|
15.4K
$877K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
21.7K+ 20.97% |
$1.1M - $1.17M
|
125K
$7.12M
|