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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
922+ 6.95% |
$46.8K - $49.8K
|
14.2K
$806K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.4K+ 46.84% |
$1.78M - $1.99M
|
108K
$6.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-7- 0.4% |
$363 - $405
|
1.72K
$97.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-771- 68.78% |
$40K - $44.6K
|
350
$19.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
234New |
$12.1K - $13.5K
|
234
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.99KNew |
$207K - $231K
|
3.99K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
98New |
$5.08K - $5.67K
|
98
$5.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9New |
$467 - $521
|
9
$511
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-443- 6.19% |
$23K - $25.6K
|
6.71K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.43K- 36.32% |
$126K - $140K
|
4.25K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-246- 20.52% |
$12.8K - $14.2K
|
953
$54.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
27.1KNew |
$1.41M - $1.57M
|
27.1K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
104New |
$5.4K - $6.02K
|
104
$5.91K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
43.1KNew |
$2.24M - $2.5M
|
43.1K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-282- 15.87% |
$14.6K - $16.3K
|
1.5K
$84.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
62.4KNew |
$3.24M - $3.61M
|
62.4K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
419New |
$21.7K - $24.2K
|
419
$23.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.48% |
$1.04K - $1.16K
|
4.12K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81New |
$4.2K - $4.69K
|
81
$4.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
301+ 6.91% |
$15.6K - $17.4K
|
4.66K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-534- 18.55% |
$27.7K - $30.9K
|
2.34K
$133K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.05KNew |
$262K - $292K
|
5.05K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
148+ 154.17% |
$7.68K - $8.56K
|
244
$13.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.95K+ 12.78% |
$153K - $171K
|
26K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
117New |
$6.07K - $6.77K
|
117
$6.64K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.63KNew |
$398K - $435K
|
7.63K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.6K+ 187.75% |
$1.96M - $2.14M
|
57.6K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
651+ 16.38% |
$34K - $37.1K
|
4.63K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31New |
$1.62K - $1.77K
|
31
$1.76K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.35K- 36.88% |
$227K - $248K
|
7.44K
$423K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-300- 30.0% |
$15.7K - $17.1K
|
700
$39.8K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.67M+ 1591288.75% |
$140M - $152M
|
2.67M
$152M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 12.94% |
$141K - $154K
|
18.2K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.97K- 20.73% |
$416K - $454K
|
30.5K
$1.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.3K+ 8.05% |
$67.8K - $74K
|
17.4K
$990K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.36K- 42.43% |
$176K - $191K
|
4.56K
$259K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7New |
$371 - $398
|
7
$398
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-678- 42.97% |
$36K - $38.6K
|
900
$51.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.12KNew |
$59.3K - $63.6K
|
1.12K
$63.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
60+ 1.15% |
$3.18K - $3.42K
|
5.27K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
310New |
$16.4K - $17.6K
|
310
$17.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-843- 7.61% |
$44.7K - $48K
|
10.2K
$581K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-9.39K- 32.73% |
$498K - $534K
|
19.3K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$15.9K - $17.1K
|
300
$17K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.35KNew |
$124K - $133K
|
2.35K
$133K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.85KNew |
$204K - $219K
|
3.85K
$219K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.54KNew |
$81.6K - $87.6K
|
1.54K
$87.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.3K- 88.6% |
$1.55M - $1.67M
|
3.77K
$214K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.86K- 32.54% |
$98.7K - $106K
|
3.86K
$219K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 32.26% |
$100K - $107K
|
3.96K
$225K
|
|