Latest Institutional Sells of Jp Morgan Diversified Return (JPEM)
This list provides information on the latest institutional transactions involving Jp Morgan Diversified Return (JPEM) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-210K- 76.75% |
$11.8M - $12.6M
|
63.8K
$3.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-35.5K- 38.79% |
$2M - $2.13M
|
56K
$3.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-28.6K- 70.35% |
$1.61M - $1.71M
|
12.1K
$735K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-24.9K- 29.85% |
$1.4M - $1.49M
|
58.6K
$3.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-9.52K- 62.37% |
$535K - $570K
|
5.74K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.79K- 5.58% |
$438K - $466K
|
132K
$8.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.06K- 4.84% |
$397K - $422K
|
139K
$8.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-4.81K- 8.18% |
$271K - $288K
|
54K
$3.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.77K- 3.34% |
$268K - $286K
|
138K
$8.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.17K- 2.14% |
$178K - $190K
|
145K
$8.82M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-2.63K- 1.42% |
$148K - $158K
|
183K
$11.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.74K- 1.88% |
$97.7K - $104K
|
90.5K
$5.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.68K- 20.89% |
$94.4K - $101K
|
6.36K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.57K- 22.66% |
$88.5K - $94.2K
|
5.37K
$327K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 19.38% |
$87.8K - $93.5K
|
6.49K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.41K- 16.98% |
$79.5K - $84.6K
|
6.91K
$420K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.36K- 7.79% |
$76.6K - $81.5K
|
16.1K
$982K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.36K- 2.03% |
$76.4K - $81.4K
|
65.6K
$4M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.28K- 21.8% |
$71.9K - $76.5K
|
4.59K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.17K- 26.98% |
$65.8K - $70K
|
3.16K
$193K
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.15K- 7.31% |
$64.5K - $68.7K
|
14.5K
$885K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.08K- 3.27% |
$60.9K - $64.8K
|
32K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-775- 2.47% |
$43.6K - $46.4K
|
30.5K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-462- 11.84% |
$26K - $27.7K
|
3.44K
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-188- 25.41% |
$10.6K - $11.3K
|
552
$33.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-177- 4.29% |
$9.96K - $10.6K
|
3.95K
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-139- 20.38% |
$7.82K - $8.32K
|
543
$33.1K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-86- 31.62% |
$4.84K - $5.15K
|
186
$11.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65- 39.39% |
$3.66K - $3.89K
|
100
$6.09K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-39- 0.35% |
$2.19K - $2.33K
|
11.2K
$685K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.2K- 57.07% |
$880K - $1.03M
|
13.7K
$832K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-12.4K- 71.18% |
$601K - $704K
|
5.03K
$306K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.63K- 63.73% |
$369K - $433K
|
4.34K
$264K
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-2.07K- 77.97% |
$100K - $117K
|
585
$35.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-1.45K- 83.87% |
$70K - $81.9K
|
278
$16.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-903- 19.39% |
$43.7K - $51.2K
|
3.75K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-454- 2.96% |
$22K - $25.7K
|
14.9K
$907K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-200- 4.85% |
$9.68K - $11.3K
|
3.92K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-181- 74.18% |
$8.76K - $10.3K
|
63
$3.84K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-165- 0.65% |
$7.99K - $9.36K
|
25.2K
$1.53M
|
|
| Q1 2025 | |||||||
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-9.18K- 21.82% |
$466K - $496K
|
32.9K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.38K- 89.53% |
$121K - $129K
|
278
$16.9K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.12K- 30.69% |
$108K - $115K
|
4.79K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-670- 14.07% |
$34K - $36.2K
|
4.09K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-306- 25.25% |
$15.5K - $16.5K
|
906
$55.2K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-177- 2.27% |
$8.99K - $9.57K
|
7.61K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-154- 0.9% |
$7.82K - $8.32K
|
17K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21- 50.0% |
$1.07K - $1.13K
|
21
$1.28K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.43K- 36.32% |
$126K - $140K
|
4.25K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-771- 68.78% |
$40K - $44.6K
|
350
$21.3K
|
|