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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
74K+ 307.19% |
$4.16M - $4.43M
|
98.1K
$5.79M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
18.9K+ 118.44% |
$1.07M - $1.13M
|
34.9K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 5.43% |
$378K - $402K
|
130K
$7.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.64K+ 3.03% |
$261K - $278K
|
157K
$9.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.33K+ 6.67% |
$243K - $259K
|
69.2K
$4.08M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.72K+ 43.57% |
$209K - $223K
|
12.3K
$724K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.4K+ 2.8% |
$191K - $203K
|
125K
$7.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.27K+ 1.19% |
$128K - $136K
|
193K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.87K+ 3.41% |
$105K - $112K
|
56.9K
$3.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.42K+ 7.56% |
$80.1K - $85.3K
|
20.3K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.21K+ 4.31% |
$68.2K - $72.6K
|
29.3K
$1.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
858+ 1.39% |
$48.3K - $51.4K
|
62.4K
$3.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
539+ 3.86% |
$30.3K - $32.3K
|
14.5K
$857K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
450+ 1.81% |
$25.3K - $26.9K
|
25.4K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
200+ 1.09% |
$11.3K - $12K
|
18.6K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
88+ 2.12% |
$4.95K - $5.27K
|
4.24K
$250K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
14+ 0.59% |
$788 - $838
|
2.39K
$141K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7+ 0.12% |
$394 - $419
|
5.7K
$336K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.73% |
$113 - $120
|
277
$16.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.94% |
$113 - $120
|
105
$6.2K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
83.2K+ 1848.48% |
$4.03M - $4.72M
|
87.7K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
77.3KNew |
$3.74M - $4.38M
|
77.3K
$4.56M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.2K+ 16.74% |
$1.71M - $2M
|
246K
$14.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.7K+ 54.38% |
$1M - $1.18M
|
58.9K
$3.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.7K+ 5.92% |
$857K - $1M
|
317K
$18.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.3K+ 8.91% |
$836K - $979K
|
211K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.5K+ 8.46% |
$801K - $938K
|
212K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
14.5K+ 27.75% |
$704K - $825K
|
67K
$3.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.38K+ 19.9% |
$357K - $418K
|
44.5K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.94KNew |
$336K - $394K
|
6.94K
$410K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.9K+ 6.06% |
$286K - $335K
|
103K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.04K+ 20.13% |
$244K - $286K
|
30.1K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.14KNew |
$200K - $235K
|
4.14K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.83K+ 4.14% |
$186K - $217K
|
96.4K
$5.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
3.78KNew |
$183K - $214K
|
3.78K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.9K+ 23.03% |
$140K - $164K
|
15.5K
$914K
|
|
|
Aug 11, 2025
Q2 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2.89K+ 5.17% |
$140K - $164K
|
58.9K
$3.48M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.75K+ 1.92% |
$133K - $156K
|
146K
$8.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.43K+ 7.27% |
$117K - $137K
|
35.8K
$2.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.1K+ 40.07% |
$102K - $119K
|
7.34K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.62K+ 5.47% |
$78.6K - $92K
|
31.3K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.23K+ 17.2% |
$59.7K - $70K
|
8.41K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.16K+ 27.13% |
$56.2K - $65.8K
|
5.44K
$321K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.03K+ 2.94% |
$49.6K - $58.1K
|
35.9K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
736+ 0.81% |
$35.6K - $41.7K
|
91.5K
$5.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
585New |
$28.3K - $33.2K
|
585
$34.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
358+ 3.65% |
$17.3K - $20.3K
|
10.2K
$601K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
259+ 3.21% |
$12.5K - $14.7K
|
8.32K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
239+ 3.06% |
$11.6K - $13.6K
|
8.06K
$476K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
203+ 1.17% |
$9.83K - $11.5K
|
17.5K
$1.03M
|
|