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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-430K- 91.43% |
$22.3M - $24.9M
|
40.4K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-232K- 56.0% |
$12M - $13.4M
|
182K
$9.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.6K- 12.35% |
$1.53M - $1.71M
|
210K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-16K- 43.52% |
$830K - $925K
|
20.8K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-10.8K- 11.6% |
$559K - $624K
|
82.1K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.21K- 59.31% |
$478K - $533K
|
6.32K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.44K- 3.79% |
$334K - $372K
|
163K
$8.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.4K- 3.91% |
$332K - $370K
|
157K
$8.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.33K- 3.77% |
$328K - $366K
|
162K
$8.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.84K- 27.56% |
$251K - $280K
|
12.7K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.03K- 30.45% |
$157K - $175K
|
6.91K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.83K- 13.71% |
$147K - $164K
|
17.8K
$954K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.66K- 2.63% |
$138K - $154K
|
98.5K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.43K- 36.32% |
$126K - $140K
|
4.25K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.82K- 8.63% |
$94.3K - $105K
|
19.2K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.61K- 24.29% |
$83.6K - $93.2K
|
5.02K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.36K- 15.25% |
$70.6K - $78.7K
|
7.56K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-1.12K- 8.26% |
$58K - $64.7K
|
12.4K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-771- 68.78% |
$40K - $44.6K
|
350
$18.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-596- 2.69% |
$30.9K - $34.5K
|
21.5K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-563- 9.54% |
$29.2K - $32.6K
|
5.34K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-534- 18.55% |
$27.7K - $30.9K
|
2.34K
$125K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-500- 2.94% |
$25.9K - $28.9K
|
16.5K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-480- 0.8% |
$24.9K - $27.8K
|
59.9K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-443- 6.19% |
$23K - $25.6K
|
6.71K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-396- 4.81% |
$20.5K - $22.9K
|
7.84K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-396- 3.88% |
$20.5K - $22.9K
|
9.8K
$524K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-297- 4.73% |
$15.4K - $17.2K
|
5.98K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-282- 15.87% |
$14.6K - $16.3K
|
1.5K
$80K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-246- 20.52% |
$12.8K - $14.2K
|
953
$51K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-196- 42.15% |
$10.2K - $11.3K
|
269
$14.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-194- 3.91% |
$10.1K - $11.2K
|
4.76K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-153- 12.92% |
$7.94K - $8.85K
|
1.03K
$55.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-138- 1.15% |
$7.16K - $7.98K
|
11.8K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-106- 0.35% |
$5.5K - $6.13K
|
30K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59Closed |
$3.06K - $3.41K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.48% |
$1.04K - $1.16K
|
4.12K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-7- 0.4% |
$363 - $405
|
1.72K
$92.1K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-6- 0.84% |
$311 - $347
|
705
$37.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.08% |
$51.9 - $57.8
|
1.21K
$64.8K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.97K- 20.73% |
$416K - $454K
|
30.5K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.35K- 36.88% |
$227K - $248K
|
7.44K
$398K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.36K- 42.43% |
$176K - $191K
|
4.56K
$244K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 12.94% |
$141K - $154K
|
18.2K
$972K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-300- 30.0% |
$15.7K - $17.1K
|
700
$37.4K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.3K- 88.6% |
$1.55M - $1.67M
|
3.77K
$202K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-9.39K- 32.73% |
$498K - $534K
|
19.3K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 32.26% |
$100K - $107K
|
3.96K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.86K- 32.54% |
$98.7K - $106K
|
3.86K
$206K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-843- 7.61% |
$44.7K - $48K
|
10.2K
$547K
|
|