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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-386K- 87.69% |
$20.4M - $21.9M
|
54.2K
$3.1M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.3K- 88.6% |
$1.55M - $1.67M
|
3.77K
$216K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.8K- 57.88% |
$1.48M - $1.58M
|
20.3K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.6K- 26.76% |
$1.36M - $1.46M
|
70.2K
$4.02M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.5K- 7.62% |
$819K - $880K
|
187K
$10.7M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15K- 45.79% |
$798K - $856K
|
17.8K
$1.02M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.9K- 14.37% |
$633K - $680K
|
71.2K
$4.08M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-9.39K- 32.73% |
$498K - $534K
|
19.3K
$1.11M
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-8.67K- 20.61% |
$460K - $493K
|
33.4K
$1.91M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.45K- 27.84% |
$395K - $424K
|
19.3K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.57K- 3.13% |
$295K - $317K
|
172K
$9.87M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.93K- 11.37% |
$262K - $281K
|
38.5K
$2.2M
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.85K- 3.49% |
$257K - $276K
|
134K
$7.67M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.78K- 24.82% |
$253K - $272K
|
14.5K
$829K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4K- 2.42% |
$212K - $228K
|
162K
$9.26M
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.98K- 3.79% |
$211K - $226K
|
101K
$5.78M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.68K- 26.05% |
$195K - $209K
|
10.4K
$598K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.71K- 95.96% |
$143K - $154K
|
114
$6.53K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 32.26% |
$100K - $107K
|
3.96K
$227K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.86K- 32.54% |
$98.7K - $106K
|
3.86K
$221K
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.68K- 25.31% |
$89.1K - $95.6K
|
4.96K
$284K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.47K- 6.47% |
$78K - $83.7K
|
21.3K
$1.22M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.4K- 10.01% |
$74.3K - $79.7K
|
12.6K
$722K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.15K- 1.9% |
$61.1K - $65.6K
|
59.5K
$3.41M
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-843- 7.61% |
$44.7K - $48K
|
10.2K
$586K
|
|
Aug 13, 2024
Q2 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-731- 0.42% |
$38.8K - $41.6K
|
174K
$9.98M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-726- 0.98% |
$38.5K - $41.3K
|
73.7K
$4.22M
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-678- 42.97% |
$36K - $38.6K
|
900
$51.5K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-630- 3.76% |
$33.4K - $35.9K
|
16.1K
$924K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-532- 2.48% |
$28.2K - $30.3K
|
20.9K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-423- 26.08% |
$22.4K - $24.1K
|
1.2K
$68.7K
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-390- 6.11% |
$20.7K - $22.2K
|
5.99K
$343K
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-382- 5.32% |
$20.3K - $21.7K
|
6.8K
$390K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-373- 1.23% |
$19.8K - $21.2K
|
30.1K
$1.72M
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-368- 2.61% |
$19.5K - $20.9K
|
13.7K
$786K
|
|
Aug 08, 2024
Q2 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-345- 0.77% |
$18.3K - $19.6K
|
44.3K
$2.54M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-331- 3.28% |
$17.6K - $18.8K
|
9.76K
$559K
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-249- 1.41% |
$13.2K - $14.2K
|
17.4K
$995K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-226- 2.77% |
$12K - $12.9K
|
7.93K
$454K
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-202- 0.83% |
$10.7K - $11.5K
|
24.1K
$1.38M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-189- 0.81% |
$10K - $10.8K
|
23.3K
$1.33M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-75- 0.67% |
$3.98K - $4.27K
|
11.1K
$637K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-69- 0.9% |
$3.66K - $3.93K
|
7.58K
$434K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-63- 0.09% |
$3.34K - $3.59K
|
71.6K
$4.1M
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-61- 0.27% |
$3.23K - $3.47K
|
22.7K
$1.3M
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 0.07% |
$1.33K - $1.42K
|
35.4K
$2.03M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6- 0.07% |
$318 - $342
|
8.35K
$478K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.8K- 90.57% |
$2.49M - $2.65M
|
5.09K
$291K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.08K- 33.91% |
$310K - $329K
|
11.8K
$678K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.91K- 3.75% |
$301K - $320K
|
152K
$8.69M
|