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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-77- 2.61% |
$3.93K - $4.17K
|
2.88K
$153K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-63- 1.64% |
$3.22K - $3.41K
|
3.79K
$202K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.67K- 48.59% |
$223K - $245K
|
4.94K
$263K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 18.42% |
$48.5K - $53.3K
|
4.5K
$240K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-462- 36.99% |
$22K - $24.2K
|
787
$41.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-373- 26.29% |
$17.8K - $19.5K
|
1.05K
$55.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-174- 3.27% |
$8.3K - $9.12K
|
5.15K
$274K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-11.5K- 48.28% |
$577K - $612K
|
12.3K
$657K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-112- 1.31% |
$5.61K - $5.95K
|
8.42K
$448K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26K- 98.31% |
$1.29M - $1.37M
|
446
$23.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-14.9K- 19.04% |
$739K - $781K
|
63.2K
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-936- 18.47% |
$46.5K - $49.1K
|
4.13K
$220K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-115- 2.48% |
$5.71K - $6.04K
|
4.52K
$241K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.8K- 17.18% |
$1.2M - $1.36M
|
129K
$6.88M
|
|
| 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
$600K
|
|
|
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 | |||||||
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-91Closed |
$5.01K - $5.36K
|
0
$0
|
|
|
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
$371K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-3- 4.0% |
$171 - $182
|
72
$3.84K
|
|
| 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
|
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-40Closed |
$2.26K - $2.45K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.04KClosed |
$274K - $294K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.32KClosed |
$126K - $135K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-45Closed |
$2.45K - $2.63K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.99KClosed |
$91.9K - $109K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-53Closed |
$2.45K - $2.92K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-60.7KClosed |
$2.81M - $3.01M
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.22KClosed |
$241K - $259K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.7KClosed |
$217K - $233K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Ims Capital Management
|
SELL
|
- |
-4.62KClosed |
$213K - $229K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-716- 13.87% |
$33.1K - $35.5K
|
4.45K
$237K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-143Closed |
$6.61K - $7.09K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-130Closed |
$6.01K - $6.44K
|
0
$0
|
|