Purchases and Sales Made in Q4 2024 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q4 2024. The information is specifically focused on institutions that hold shares of JP MORGAN DIVERSIFIED RETURN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
462K+ 5108.06% |
$23.9M - $26.7M
|
471K
$24.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
57.3KNew |
$2.98M - $3.32M
|
57.3K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
25.4K+ 56.59% |
$1.32M - $1.47M
|
70.2K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
10.6KNew |
$552K - $615K
|
10.6K
$559K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.68K+ 6.89% |
$347K - $386K
|
104K
$5.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.45K+ 3.89% |
$283K - $315K
|
146K
$7.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.05KNew |
$262K - $292K
|
5.05K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.95K+ 12.78% |
$153K - $171K
|
26K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.78K+ 6.96% |
$92.1K - $103K
|
27.3K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.08K+ 9.65% |
$56K - $62.4K
|
12.3K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
811+ 3.28% |
$42.1K - $46.9K
|
25.5K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
771+ 2.57% |
$40K - $44.6K
|
30.8K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
614+ 5.08% |
$31.9K - $35.5K
|
12.7K
$667K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
465+ 2.33% |
$24.1K - $26.9K
|
20.4K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
301+ 6.91% |
$15.6K - $17.4K
|
4.66K
$245K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179+ 1.22% |
$9.29K - $10.4K
|
14.9K
$781K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
148+ 154.17% |
$7.68K - $8.56K
|
244
$12.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
142+ 8.07% |
$7.37K - $8.21K
|
1.9K
$99.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
117New |
$6.07K - $6.77K
|
117
$6.15K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81New |
$4.2K - $4.69K
|
81
$4.26K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20New |
$1.04K - $1.16K
|
20
$1.05K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9+ 0.12% |
$467 - $521
|
7.79K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-6- 0.84% |
$311 - $347
|
705
$37.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.48% |
$1.04K - $1.16K
|
4.12K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-196- 42.15% |
$10.2K - $11.3K
|
269
$14.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-297- 4.73% |
$15.4K - $17.2K
|
5.98K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-396- 3.88% |
$20.5K - $22.9K
|
9.8K
$515K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-500- 2.94% |
$25.9K - $28.9K
|
16.5K
$867K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-534- 18.55% |
$27.7K - $30.9K
|
2.34K
$123K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-563- 9.54% |
$29.2K - $32.6K
|
5.34K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-596- 2.69% |
$30.9K - $34.5K
|
21.5K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-1.12K- 8.26% |
$58K - $64.7K
|
12.4K
$653K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.83K- 13.71% |
$147K - $164K
|
17.8K
$937K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-10.8K- 11.6% |
$559K - $624K
|
82.1K
$4.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-430K- 91.43% |
$22.3M - $24.9M
|
40.4K
$2.12M
|