Latest Institutional Transactions on Jpmorgan Tr. Diversified Retur (JPME)
This table provides information on the latest institutional transactions involving Jpmorgan Tr. Diversified Retur (JPME) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
128New |
$11.4K - $13.3K
|
128
$13.8K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-78.7K- 91.84% |
$7.02M - $8.17M
|
6.99K
$756K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
148K+ 52.57% |
$13.2M - $15.4M
|
430K
$46.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
504New |
$45K - $52.3K
|
504
$54.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.02K+ 10.93% |
$91.1K - $106K
|
10.4K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.12K+ 5.28% |
$99.6K - $116K
|
22.3K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
136New |
$12.1K - $14.1K
|
136
$14.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18+ 1800.0% |
$1.61K - $1.87K
|
19
$2.05K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.64K+ 29.19% |
$146K - $170K
|
7.25K
$784K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.56K+ 8.34% |
$140K - $162K
|
20.3K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-22- 11.52% |
$1.96K - $2.28K
|
169
$18.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.72KNew |
$422K - $490K
|
4.72K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.54K- 21.63% |
$494K - $575K
|
20.1K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-776- 4.76% |
$69.3K - $80.5K
|
15.5K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-23- 0.15% |
$2.05K - $2.39K
|
15.1K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.1K+ 31.27% |
$1.26M - $1.46M
|
59.2K
$6.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-387- 1.27% |
$34.6K - $40.2K
|
30K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-602K- 85.75% |
$53.8M - $62.5M
|
100K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-45- 0.5% |
$4.02K - $4.67K
|
9.04K
$977K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.2K+ 51.28% |
$1.98M - $2.31M
|
65.5K
$7.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.74K- 28.02% |
$245K - $285K
|
7.04K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-176- 6.4% |
$15.7K - $18.3K
|
2.58K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-491- 12.98% |
$43.8K - $51K
|
3.29K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
286New |
$25.5K - $29.7K
|
286
$30.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.89% |
$714 - $830
|
905
$97.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
57+ 5.49% |
$5.09K - $5.92K
|
1.1K
$118K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.78K+ 3.5% |
$695K - $808K
|
230K
$24.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-147K- 66.9% |
$13.1M - $15.2M
|
72.5K
$7.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
328+ 3.15% |
$29.3K - $34K
|
10.7K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.93K- 1.65% |
$440K - $512K
|
295K
$31.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-35- 6.93% |
$3.12K - $3.63K
|
470
$50.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.87K+ 10.93% |
$167K - $194K
|
19K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
915New |
$81.7K - $95K
|
915
$98.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-303- 16.9% |
$27.1K - $31.5K
|
1.49K
$161K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
4.15KNew |
$371K - $431K
|
4.15K
$449K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-750- 13.16% |
$67K - $77.9K
|
4.95K
$535K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
229New |
$20.4K - $23.8K
|
229
$24.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
917+ 3.45% |
$81.9K - $95.2K
|
27.5K
$2.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-198- 5.17% |
$17.7K - $20.6K
|
3.63K
$393K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-139- 5.12% |
$12.4K - $14.4K
|
2.58K
$278K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 0.23% |
$179 - $208
|
864
$93.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.62K+ 31.26% |
$770K - $895K
|
36.2K
$3.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-181- 2.7% |
$16.2K - $18.8K
|
6.52K
$705K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-537- 99.44% |
$47.9K - $55.7K
|
3
$324
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.34K+ 8.49% |
$655K - $762K
|
93.8K
$10.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-24- 0.39% |
$2.14K - $2.49K
|
6.2K
$670K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.07K+ 10.84% |
$95.5K - $111K
|
10.9K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.68K+ 32.8% |
$239K - $278K
|
10.9K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-81- 13.24% |
$7.23K - $8.41K
|
531
$57.4K
|