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 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
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-282- 15.87% |
$14.6K - $16.3K
|
1.5K
$84.9K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-246- 20.52% |
$12.8K - $14.2K
|
953
$54.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-7- 0.4% |
$363 - $405
|
1.72K
$97.8K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.97K- 20.73% |
$416K - $454K
|
30.5K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.35K- 36.88% |
$227K - $248K
|
7.44K
$423K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.36K- 42.43% |
$176K - $191K
|
4.56K
$259K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 12.94% |
$141K - $154K
|
18.2K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-300- 30.0% |
$15.7K - $17.1K
|
700
$39.8K
|
|
| 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
$214K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-9.39K- 32.73% |
$498K - $534K
|
19.3K
$1.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 32.26% |
$100K - $107K
|
3.96K
$225K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.86K- 32.54% |
$98.7K - $106K
|
3.86K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-843- 7.61% |
$44.7K - $48K
|
10.2K
$581K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-678- 42.97% |
$36K - $38.6K
|
900
$51.1K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.08K- 33.91% |
$310K - $329K
|
11.8K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 19.85% |
$76.8K - $81.5K
|
6.08K
$345K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-620- 11.99% |
$31.6K - $33.6K
|
4.55K
$258K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 18.42% |
$48.5K - $53.3K
|
4.5K
$256K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-373- 26.29% |
$17.8K - $19.5K
|
1.05K
$59.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-174- 3.27% |
$8.3K - $9.12K
|
5.15K
$293K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-11.5K- 48.28% |
$577K - $612K
|
12.3K
$701K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-112- 1.31% |
$5.61K - $5.95K
|
8.42K
$478K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-14.9K- 19.04% |
$739K - $781K
|
63.2K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-936- 18.47% |
$46.5K - $49.1K
|
4.13K
$235K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-115- 2.48% |
$5.71K - $6.04K
|
4.52K
$257K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.8K- 17.18% |
$1.2M - $1.36M
|
129K
$7.33M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.3KClosed |
$1.63M - $1.9M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-26.8KClosed |
$1.31M - $1.53M
|
0
$0
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-5.56KClosed |
$272K - $317K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-3.69K- 24.68% |
$181K - $211K
|
11.3K
$640K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.25KClosed |
$61.4K - $71.5K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-875Closed |
$42.9K - $49.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-53Closed |
$2.6K - $3.02K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-44.2KClosed |
$2.3M - $2.62M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-19.5KClosed |
$1.02M - $1.15M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.72KClosed |
$89.4K - $102K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-396Closed |
$20.6K - $23.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-160Closed |
$8.33K - $9.48K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-29Closed |
$1.6K - $1.71K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-223KClosed |
$12.7M - $13.5M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-11.3KClosed |
$646K - $687K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.33KClosed |
$361K - $384K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-115- 1.62% |
$6.56K - $6.98K
|
6.96K
$395K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-3- 4.0% |
$171 - $182
|
72
$4.09K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-14.8KClosed |
$835K - $907K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-9.96KClosed |
$563K - $611K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-287Closed |
$16.2K - $17.6K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-55Closed |
$3.11K - $3.37K
|
0
$0
|
|