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 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
9.36KNew |
$469K - $497K
|
9.36K
$531K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
8.86KNew |
$444K - $471K
|
8.86K
$503K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
6.5KNew |
$326K - $346K
|
6.5K
$369K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
5.62K+ 6.93% |
$281K - $298K
|
86.7K
$4.92M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.41KNew |
$70.4K - $74.7K
|
1.41K
$79.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
589New |
$29.5K - $31.3K
|
589
$33.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
502+ 1.47% |
$25.2K - $26.7K
|
34.7K
$1.97M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
146New |
$7.32K - $7.76K
|
146
$8.29K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.78% |
$50.1 - $53.1
|
37
$2.1K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.9KNew |
$592K - $626K
|
11.9K
$677K
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.19KNew |
$208K - $220K
|
4.19K
$238K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
1.13K+ 2.23% |
$56.1K - $59.3K
|
51.8K
$2.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.4% |
$546 - $577
|
2.77K
$157K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8+ 1.22% |
$397 - $420
|
662
$37.6K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2KNew |
$98.3K - $106K
|
2K
$114K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
362New |
$17.8K - $19.1K
|
362
$20.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5+ 10.0% |
$246 - $264
|
55
$3.12K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
27.3K+ 16.04% |
$1.23M - $1.39M
|
197K
$11.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1KNew |
$634K - $716K
|
14.1K
$800K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.84K+ 63.36% |
$263K - $297K
|
15.1K
$855K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
4.76KNew |
$214K - $242K
|
4.76K
$270K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.21K+ 80.9% |
$189K - $214K
|
9.41K
$534K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.5KNew |
$112K - $127K
|
2.5K
$142K
|
|
|
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 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.86% |
$45 - $50.8
|
36
$2.04K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12K+ 124.54% |
$533K - $611K
|
21.6K
$1.22M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 2.15% |
$89.2 - $102
|
95
$5.4K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.27% |
$49 - $57
|
378
$21.5K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.5KNew |
$1.33M - $1.51M
|
25.5K
$1.45M
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
348KNew |
$19.8M - $21.1M
|
348K
$19.7M
|
|