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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-70.8K- 20.53% |
$3.43M - $4.02M
|
274K
$15.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-69.1K- 28.44% |
$3.35M - $3.92M
|
174K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.3K- 48.07% |
$1.71M - $2M
|
38.1K
$2.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-21.1K- 83.09% |
$1.02M - $1.2M
|
4.29K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.2K- 57.07% |
$880K - $1.03M
|
13.7K
$787K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-14.3K- 20.63% |
$692K - $811K
|
55K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-12.4K- 71.18% |
$601K - $704K
|
5.03K
$290K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.4K- 16.74% |
$599K - $702K
|
61.6K
$3.54M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.8K- 62.57% |
$474K - $556K
|
5.86K
$338K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.18K- 53.33% |
$445K - $521K
|
8.04K
$463K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.74K- 43.24% |
$423K - $495K
|
11.5K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.47K- 50.24% |
$410K - $480K
|
8.38K
$483K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.63K- 63.73% |
$369K - $433K
|
4.34K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.55K- 4.38% |
$317K - $371K
|
143K
$8.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.77K- 24.46% |
$279K - $327K
|
17.8K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.8K- 2.51% |
$184K - $216K
|
148K
$8.52M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-3K- 1.59% |
$145K - $170K
|
186K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 1.89% |
$130K - $152K
|
140K
$8.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.62K- 12.2% |
$127K - $148K
|
18.8K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.11K- 20.77% |
$102K - $120K
|
8.05K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2K- 11.28% |
$96.6K - $113K
|
15.7K
$903K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.74K- 8.64% |
$84K - $98.4K
|
18.4K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 1.33% |
$80.5K - $94.2K
|
124K
$7.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-1.45K- 83.87% |
$70K - $81.9K
|
278
$16K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-903- 19.39% |
$43.7K - $51.2K
|
3.75K
$216K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-805- 34.34% |
$39K - $45.6K
|
1.54K
$88.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-792- 15.45% |
$38.3K - $44.9K
|
4.33K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-681- 71.46% |
$33K - $38.6K
|
272
$15.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-644- 1.45% |
$31.2K - $36.5K
|
43.8K
$2.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-550- 0.65% |
$26.6K - $31.2K
|
83.6K
$4.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-454- 2.96% |
$22K - $25.7K
|
14.9K
$858K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-430- 9.43% |
$20.8K - $24.4K
|
4.13K
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-374- 8.75% |
$18.1K - $21.2K
|
3.9K
$225K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-316- 6.75% |
$15.3K - $17.9K
|
4.37K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-228- 0.91% |
$11K - $12.9K
|
24.7K
$1.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-200- 4.85% |
$9.68K - $11.3K
|
3.92K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-181- 74.18% |
$8.76K - $10.3K
|
63
$3.63K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-165- 0.65% |
$7.99K - $9.36K
|
25.2K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-161- 1.04% |
$7.79K - $9.13K
|
15.3K
$879K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-138- 1.41% |
$6.68K - $7.82K
|
9.67K
$557K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-53- 6.68% |
$2.57K - $3.01K
|
740
$42.6K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-41- 5.99% |
$1.98K - $2.32K
|
644
$37.1K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-3- 0.44% |
$145 - $170
|
682
$39.3K
|
|
| Q1 2025 | |||||||
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-9.18K- 21.82% |
$466K - $496K
|
32.9K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.38K- 89.53% |
$121K - $129K
|
278
$16K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.12K- 30.69% |
$108K - $115K
|
4.79K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-670- 14.07% |
$34K - $36.2K
|
4.09K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-306- 25.25% |
$15.5K - $16.5K
|
906
$52.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-291- 4.87% |
$14.8K - $15.7K
|
5.69K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-177- 2.27% |
$8.99K - $9.57K
|
7.61K
$438K
|
|