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 |
|---|---|---|---|---|---|---|---|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.06KNew |
$462K - $491K
|
9.06K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 19.85% |
$76.8K - $81.5K
|
6.08K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.46KNew |
$330K - $350K
|
6.46K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
103+ 0.49% |
$5.26K - $5.58K
|
21.3K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
39+ 28.68% |
$1.99K - $2.11K
|
175
$9.94K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
164+ 51.09% |
$8.37K - $8.89K
|
485
$27.5K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.44KNew |
$226K - $240K
|
4.44K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
477+ 7.57% |
$24.3K - $25.8K
|
6.78K
$385K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-620- 11.99% |
$31.6K - $33.6K
|
4.55K
$258K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.08K- 33.91% |
$310K - $329K
|
11.8K
$673K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$779K - $827K
|
15.3K
$867K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-63- 1.64% |
$3.22K - $3.41K
|
3.79K
$215K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$496K - $545K
|
10.4K
$591K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.8KNew |
$800K - $879K
|
16.8K
$953K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
90New |
$4.29K - $4.72K
|
90
$5.11K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.27K+ 0.99% |
$60.3K - $66.3K
|
129K
$7.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
609New |
$29K - $31.9K
|
609
$34.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 18.42% |
$48.5K - $53.3K
|
4.5K
$256K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
296New |
$14.1K - $15.5K
|
296
$16.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-373- 26.29% |
$17.8K - $19.5K
|
1.05K
$59.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-174- 3.27% |
$8.3K - $9.12K
|
5.15K
$293K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.41KNew |
$70.4K - $74.7K
|
1.41K
$79.8K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
146New |
$7.32K - $7.76K
|
146
$8.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
502+ 1.47% |
$25.2K - $26.7K
|
34.7K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
589New |
$29.5K - $31.3K
|
589
$33.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-11.5K- 48.28% |
$577K - $612K
|
12.3K
$701K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
5.62K+ 6.93% |
$281K - $298K
|
86.7K
$4.92M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
9.36KNew |
$469K - $497K
|
9.36K
$531K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.78% |
$50.1 - $53.1
|
37
$2.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
6.5KNew |
$326K - $346K
|
6.5K
$369K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
37.1KNew |
$1.86M - $1.97M
|
37.1K
$2.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-112- 1.31% |
$5.61K - $5.95K
|
8.42K
$478K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
8.86KNew |
$444K - $471K
|
8.86K
$503K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.9KNew |
$592K - $626K
|
11.9K
$677K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-936- 18.47% |
$46.5K - $49.1K
|
4.13K
$235K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
1.13K+ 2.23% |
$56.1K - $59.3K
|
51.8K
$2.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.19KNew |
$208K - $220K
|
4.19K
$238K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-14.9K- 19.04% |
$739K - $781K
|
63.2K
$3.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-115- 2.48% |
$5.71K - $6.04K
|
4.52K
$257K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8+ 1.22% |
$397 - $420
|
662
$37.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.4% |
$546 - $577
|
2.77K
$157K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5+ 10.0% |
$246 - $264
|
55
$3.12K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
362New |
$17.8K - $19.1K
|
362
$20.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2KNew |
$98.3K - $106K
|
2K
$114K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
212+ 65.84% |
$9.54K - $10.8K
|
534
$30.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
50New |
$2.25K - $2.54K
|
50
$2.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.84K+ 63.36% |
$263K - $297K
|
15.1K
$855K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.5KNew |
$112K - $127K
|
2.5K
$142K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.8K- 17.18% |
$1.2M - $1.36M
|
129K
$7.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
27.3K+ 16.04% |
$1.23M - $1.39M
|
197K
$11.2M
|
|