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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.3K+ 8.91% |
$836K - $979K
|
211K
$12.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-903- 19.39% |
$43.7K - $51.2K
|
3.75K
$229K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.9K+ 6.06% |
$286K - $335K
|
103K
$6.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
150New |
$7.26K - $8.51K
|
150
$9.13K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-200- 4.85% |
$9.68K - $11.3K
|
3.92K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-181- 74.18% |
$8.76K - $10.3K
|
63
$3.84K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
3.78KNew |
$183K - $214K
|
3.78K
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.63K- 63.73% |
$369K - $433K
|
4.34K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.85% |
$48.4 - $56.7
|
55
$3.35K
|
|
| 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
$453K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.5KNew |
$229K - $243K
|
4.5K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-154- 0.9% |
$7.82K - $8.32K
|
17K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-670- 14.07% |
$34K - $36.2K
|
4.09K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.12K- 30.69% |
$108K - $115K
|
4.79K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-177- 2.27% |
$8.99K - $9.57K
|
7.61K
$463K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14New |
$711 - $757
|
14
$852
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
293New |
$14.9K - $15.8K
|
293
$17.8K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-306- 25.25% |
$15.5K - $16.5K
|
906
$55.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
19New |
$965 - $1.03K
|
19
$1.16K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
155New |
$7.88K - $8.38K
|
155
$9.44K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.38K- 89.53% |
$121K - $129K
|
278
$16.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
836+ 106.23% |
$42.5K - $45.2K
|
1.62K
$98.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
900New |
$45.7K - $48.6K
|
900
$54.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21- 50.0% |
$1.07K - $1.13K
|
21
$1.28K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
98+ 6.05% |
$4.98K - $5.3K
|
1.72K
$105K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-9.18K- 21.82% |
$466K - $496K
|
32.9K
$2M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
54+ 0.71% |
$2.74K - $2.92K
|
7.61K
$463K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
922+ 6.95% |
$46.8K - $49.8K
|
14.2K
$864K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.99KNew |
$207K - $231K
|
3.99K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
234New |
$12.1K - $13.5K
|
234
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-771- 68.78% |
$40K - $44.6K
|
350
$21.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
98New |
$5.08K - $5.67K
|
98
$5.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.43K- 36.32% |
$126K - $140K
|
4.25K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-443- 6.19% |
$23K - $25.6K
|
6.71K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
27.1KNew |
$1.41M - $1.57M
|
27.1K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
104New |
$5.4K - $6.02K
|
104
$6.33K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
43.1KNew |
$2.24M - $2.5M
|
43.1K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-282- 15.87% |
$14.6K - $16.3K
|
1.5K
$91K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
62.4KNew |
$3.24M - $3.61M
|
62.4K
$3.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
419New |
$21.7K - $24.2K
|
419
$25.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.05KNew |
$262K - $292K
|
5.05K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.95K+ 12.78% |
$153K - $171K
|
26K
$1.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
117New |
$6.07K - $6.77K
|
117
$7.12K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.63KNew |
$398K - $435K
|
7.63K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
651+ 16.38% |
$34K - $37.1K
|
4.63K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.6K+ 187.75% |
$1.96M - $2.14M
|
57.6K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31New |
$1.62K - $1.77K
|
31
$1.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.35K- 36.88% |
$227K - $248K
|
7.44K
$453K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-300- 30.0% |
$15.7K - $17.1K
|
700
$42.6K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.67M+ 1591288.75% |
$140M - $152M
|
2.67M
$163M
|
|