Latest Institutional Purchases of Jp Morgan Diversified Return (JPEM)
This list provides information on the latest institutional transactions involving Jp Morgan Diversified Return (JPEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
83.2K+ 1848.48% |
$4.03M - $4.72M
|
87.7K
$5.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
77.3KNew |
$3.74M - $4.38M
|
77.3K
$4.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.2K+ 16.74% |
$1.71M - $2M
|
246K
$14.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
33.1KNew |
$1.6M - $1.88M
|
33.1K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.7K+ 5.92% |
$857K - $1M
|
317K
$18.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.3K+ 8.91% |
$836K - $979K
|
211K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.5K+ 8.46% |
$801K - $938K
|
212K
$12.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15K+ 166.09% |
$728K - $853K
|
24.1K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
14.5K+ 27.75% |
$704K - $825K
|
67K
$3.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
13.7K+ 50.95% |
$665K - $779K
|
40.7K
$2.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.38K+ 19.9% |
$357K - $418K
|
44.5K
$2.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.94KNew |
$336K - $394K
|
6.94K
$400K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.9K+ 6.06% |
$286K - $335K
|
103K
$5.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
5.36K+ 2.89% |
$260K - $304K
|
191K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.04K+ 20.13% |
$244K - $286K
|
30.1K
$1.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.01K+ 5.74% |
$243K - $284K
|
92.3K
$5.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.14KNew |
$200K - $235K
|
4.14K
$238K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.05K+ 4047.0% |
$196K - $229K
|
4.15K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.01K+ 3.42% |
$194K - $227K
|
121K
$6.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.83K+ 4.14% |
$186K - $217K
|
96.4K
$5.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
3.78KNew |
$183K - $214K
|
3.78K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.9K+ 23.03% |
$140K - $164K
|
15.5K
$892K
|
|
|
Aug 11, 2025
Q2 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2.89K+ 5.17% |
$140K - $164K
|
58.9K
$3.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.83K+ 33.51% |
$137K - $161K
|
11.3K
$650K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.75K+ 1.92% |
$133K - $156K
|
146K
$8.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.43K+ 7.27% |
$117K - $137K
|
35.8K
$2.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.38KNew |
$115K - $135K
|
2.38K
$137K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.28K+ 1.51% |
$110K - $129K
|
153K
$8.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.1K+ 40.07% |
$102K - $119K
|
7.34K
$423K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.93K+ 7.37% |
$93.5K - $110K
|
28.1K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.62K+ 5.47% |
$78.6K - $92K
|
31.3K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.24K+ 1.96% |
$60.2K - $70.5K
|
64.9K
$3.73M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.23K+ 17.2% |
$59.7K - $70K
|
8.41K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.16K+ 27.13% |
$56.2K - $65.8K
|
5.44K
$313K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.03K+ 2.94% |
$49.6K - $58.1K
|
35.9K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
736+ 0.81% |
$35.6K - $41.7K
|
91.5K
$5.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
721+ 5.44% |
$34.9K - $40.9K
|
14K
$805K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
693+ 2.86% |
$33.5K - $39.3K
|
24.9K
$1.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
585New |
$28.3K - $33.2K
|
585
$33.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
542+ 3.51% |
$26.2K - $30.7K
|
16K
$920K
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
358+ 3.65% |
$17.3K - $20.3K
|
10.2K
$586K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
259+ 3.21% |
$12.5K - $14.7K
|
8.32K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
239+ 3.06% |
$11.6K - $13.6K
|
8.06K
$464K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
203+ 1.17% |
$9.83K - $11.5K
|
17.5K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
165New |
$7.99K - $9.36K
|
165
$9.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
150New |
$7.26K - $8.51K
|
150
$8.64K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100New |
$4.84K - $5.67K
|
100
$5.76K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
71New |
$3.44K - $4.03K
|
71
$4.09K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
36+ 400.0% |
$1.74K - $2.04K
|
45
$2.59K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
32New |
$1.55K - $1.81K
|
32
$1.84K
|