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 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.4K- 16.74% |
$599K - $702K
|
61.6K
$3.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.63K- 63.73% |
$369K - $433K
|
4.34K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-53- 6.68% |
$2.57K - $3.01K
|
740
$42K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.4K- 44.39% |
$1.29M - $1.37M
|
31.8K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.3K- 12.45% |
$1.03M - $1.1M
|
143K
$8.12M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-19.3K- 11.97% |
$983K - $1.05M
|
142K
$8.08M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-17.8K- 25.32% |
$903K - $961K
|
52.4K
$2.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-15K- 37.08% |
$760K - $809K
|
25.4K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-12.9K- 15.64% |
$653K - $694K
|
69.3K
$3.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-9.18K- 21.82% |
$466K - $496K
|
32.9K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-8.14K- 65.56% |
$414K - $440K
|
4.28K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.61K- 59.74% |
$386K - $411K
|
5.13K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-6.75K- 25.04% |
$343K - $365K
|
20.2K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.61K- 3.62% |
$285K - $303K
|
149K
$8.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.4K- 3.44% |
$274K - $292K
|
152K
$8.62M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.23K- 5.35% |
$266K - $283K
|
92.5K
$5.25M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.1K- 24.55% |
$259K - $275K
|
15.7K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.07K- 16.88% |
$257K - $274K
|
24.9K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.01K- 14.86% |
$153K - $162K
|
17.2K
$978K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.92K- 2.43% |
$148K - $158K
|
117K
$6.66M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.68K- 3.08% |
$136K - $145K
|
84.1K
$4.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.38K- 89.53% |
$121K - $129K
|
278
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.12K- 30.69% |
$108K - $115K
|
4.79K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.11K- 19.8% |
$107K - $114K
|
8.53K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.04K- 32.34% |
$104K - $110K
|
4.28K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.99K- 11.45% |
$101K - $107K
|
15.4K
$872K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.78K- 9.27% |
$90.6K - $96.4K
|
17.5K
$991K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.45K- 6.75% |
$73.9K - $78.6K
|
20.1K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-1.2K- 0.64% |
$60.8K - $64.6K
|
186K
$10.5M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.17K- 1.18% |
$59.3K - $63.1K
|
97.3K
$5.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.07K- 6.51% |
$54.6K - $58K
|
15.4K
$876K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-782- 14.64% |
$39.7K - $42.3K
|
4.56K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-670- 14.07% |
$34K - $36.2K
|
4.09K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-549- 3.08% |
$27.9K - $29.7K
|
17.3K
$982K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-521- 2.86% |
$26.5K - $28.2K
|
17.7K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-521- 2.16% |
$26.5K - $28.2K
|
23.6K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-496- 42.0% |
$25.2K - $26.8K
|
685
$38.9K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-431- 0.47% |
$21.9K - $23.3K
|
90.8K
$5.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-338- 6.73% |
$17.2K - $18.3K
|
4.68K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-306- 25.25% |
$15.5K - $16.5K
|
906
$51.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-291- 4.87% |
$14.8K - $15.7K
|
5.69K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-177- 2.27% |
$8.99K - $9.57K
|
7.61K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-154- 0.9% |
$7.82K - $8.32K
|
17K
$963K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-94- 29.1% |
$4.78K - $5.08K
|
229
$13K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21- 50.0% |
$1.07K - $1.13K
|
21
$1.19K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-20- 2.84% |
$1.02K - $1.08K
|
685
$38.9K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.43K- 36.32% |
$126K - $140K
|
4.25K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-771- 68.78% |
$40K - $44.6K
|
350
$19.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-534- 18.55% |
$27.7K - $30.9K
|
2.34K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-443- 6.19% |
$23K - $25.6K
|
6.71K
$381K
|
|