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 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-767Closed |
$27.8K - $44.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-320- 4.85% |
$11.6K - $18.6K
|
6.28K
$357K
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.81KClosed |
$174K - $280K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.4KClosed |
$159K - $256K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-130KClosed |
$4.7M - $7.57M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-62.9KClosed |
$2.27M - $3.66M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-8.43KClosed |
$305K - $491K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-313KClosed |
$11.3M - $18.2M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-1.69KClosed |
$87.1K - $96.1K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Andesa Financial Management Inc.
|
SELL
|
- |
-4.83KClosed |
$250K - $275K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-102Closed |
$5.27K - $5.82K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-500Closed |
$25.9K - $28.5K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.2MClosed |
$62.8M - $65.3M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-60.7KClosed |
$3.18M - $3.3M
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-229Closed |
$12K - $12.5K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.83KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Strid Group, LLC
|
SELL
|
- |
-43.8KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 09, 2018
Q3 2018
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.11KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-320Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-85.4KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-112Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
|
Apr 05, 2018
Q1 2018
|
Edge Wealth Management LLC
|
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.4KClosed |
N/A
|
0
$0
|
|