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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
101K+ 76.83% |
$5.26M - $5.86M
|
233K
$12.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
91.2KNew |
$4.73M - $5.28M
|
91.2K
$4.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.3K+ 154.37% |
$3.34M - $3.72M
|
106K
$5.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
62.4KNew |
$3.24M - $3.61M
|
62.4K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
57.3KNew |
$2.98M - $3.32M
|
57.3K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
43.1KNew |
$2.24M - $2.5M
|
43.1K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.4K+ 91.55% |
$1.42M - $1.58M
|
57.2K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
27.1KNew |
$1.41M - $1.57M
|
27.1K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.3K+ 17.18% |
$1.36M - $1.52M
|
179K
$9.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
25.4K+ 56.59% |
$1.32M - $1.47M
|
70.2K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.2K+ 27.76% |
$1.1M - $1.23M
|
97.8K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
12.2K+ 27.92% |
$632K - $705K
|
55.8K
$2.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
10.9K+ 6.21% |
$567K - $632K
|
187K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
10.6KNew |
$552K - $615K
|
10.6K
$569K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
8.98K+ 5.18% |
$466K - $519K
|
182K
$9.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
7.97KNew |
$414K - $461K
|
7.97K
$426K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.88KNew |
$409K - $456K
|
7.88K
$421K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.48K+ 42.1% |
$388K - $433K
|
25.3K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.34K+ 11.1% |
$381K - $425K
|
73.5K
$3.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.68K+ 6.89% |
$347K - $386K
|
104K
$5.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.82K+ 7.35% |
$302K - $337K
|
85K
$4.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.45K+ 3.89% |
$283K - $315K
|
146K
$7.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
5.16KNew |
$267K - $298K
|
5.16K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.06KNew |
$262K - $293K
|
5.06K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.05KNew |
$262K - $292K
|
5.05K
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.25K+ 15.06% |
$220K - $246K
|
32.5K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.99KNew |
$207K - $231K
|
3.99K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.62K+ 3.11% |
$188K - $210K
|
120K
$6.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.95K+ 12.78% |
$153K - $171K
|
26K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.89K+ 41.89% |
$150K - $167K
|
9.79K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.64K+ 10.17% |
$137K - $153K
|
28.6K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.99K+ 0.68% |
$103K - $115K
|
293K
$15.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.78K+ 11.31% |
$92.3K - $103K
|
17.5K
$937K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.78K+ 6.96% |
$92.1K - $103K
|
27.3K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.39K+ 6.19% |
$72.3K - $80.6K
|
23.9K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.18K+ 1.37% |
$61K - $68K
|
86.8K
$4.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.08K+ 9.65% |
$56K - $62.4K
|
12.3K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.06K+ 3.95% |
$55K - $61.4K
|
27.9K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
950+ 5.88% |
$49.3K - $54.9K
|
17.1K
$916K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
866+ 4.47% |
$44.9K - $50.1K
|
20.2K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
811+ 3.28% |
$42.1K - $46.9K
|
25.5K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
785+ 0.5% |
$40.7K - $45.4K
|
157K
$8.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
771+ 2.57% |
$40K - $44.6K
|
30.8K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
614+ 5.08% |
$31.9K - $35.5K
|
12.7K
$679K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
465+ 2.33% |
$24.1K - $26.9K
|
20.4K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
451+ 0.29% |
$23.4K - $26.1K
|
155K
$8.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
419New |
$21.7K - $24.2K
|
419
$22.4K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
373+ 6.08% |
$19.4K - $21.6K
|
6.51K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
301+ 6.91% |
$15.6K - $17.4K
|
4.66K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
234New |
$12.1K - $13.5K
|
234
$12.5K
|