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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.3K+ 8.07% |
$1.01M - $1.17M
|
151K
$15.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1+ 0.03% |
$89.3 - $104
|
3.96K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-44- 0.36% |
$3.93K - $4.57K
|
12.1K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.8K- 22.27% |
$250K - $290K
|
9.76K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-81- 0.61% |
$7.23K - $8.41K
|
13.2K
$1.39M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.2K+ 50871.76% |
$4.23M - $4.64M
|
43.3K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.59K+ 9.31% |
$253K - $278K
|
30.4K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
4.13K+ 24.28% |
$404K - $444K
|
21.2K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
504+ 0.18% |
$49.3K - $54.1K
|
282K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.06% |
$97.8 - $107
|
95
$9.96K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
902+ 2.04% |
$88.2K - $96.8K
|
45.1K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
742+ 2.99% |
$72.5K - $79.7K
|
25.6K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7.74K+ 44.1% |
$757K - $831K
|
25.3K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-244- 2.62% |
$23.9K - $26.2K
|
9.08K
$953K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-796- 12.42% |
$77.8K - $85.5K
|
5.62K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
191New |
$18.7K - $20.5K
|
191
$20K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.34K+ 16.69% |
$131K - $143K
|
9.34K
$979K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
192New |
$18.8K - $20.6K
|
192
$20.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.4K- 3.27% |
$724K - $795K
|
219K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46- 97.87% |
$4.5K - $4.94K
|
1
$105
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-143- 4.94% |
$14K - $15.4K
|
2.75K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-422- 2.72% |
$41.3K - $45.3K
|
15.1K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-102- 0.62% |
$9.97K - $10.9K
|
16.3K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.94K+ 58.66% |
$678K - $745K
|
18.8K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.83K+ 2.33% |
$668K - $734K
|
300K
$31.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38K+ 8.34% |
$135K - $149K
|
18K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.38K+ 9.45% |
$233K - $256K
|
27.6K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.41K- 66.2% |
$724K - $795K
|
3.78K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.42K- 33.1% |
$236K - $260K
|
4.89K
$513K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
172+ 1.79% |
$16.8K - $18.5K
|
9.77K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.7K- 38.31% |
$1.63M - $1.79M
|
26.8K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-141- 2.05% |
$13.8K - $15.1K
|
6.72K
$705K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.61K- 4.96% |
$353K - $387K
|
69.2K
$7.26M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-77- 1.22% |
$7.53K - $8.27K
|
6.22K
$653K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.76K- 3.37% |
$759K - $833K
|
222K
$23.3M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-176- 3.2% |
$17.2K - $18.9K
|
5.33K
$559K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
44.1K+ 106.31% |
$4.32M - $4.74M
|
85.7K
$8.99M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-92- 9.6% |
$8.99K - $9.88K
|
866
$90.8K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-527- 8.47% |
$51.5K - $56.6K
|
5.7K
$598K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
504+ 1400.0% |
$49.3K - $54.1K
|
540
$56.6K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-115K- 80.47% |
$11.3M - $12.4M
|
28K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
264+ 2.6% |
$25.8K - $28.3K
|
10.4K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
438+ 2.62% |
$42.8K - $47K
|
17.1K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-91- 2.32% |
$8.9K - $9.77K
|
3.83K
$402K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.32% |
$97.8 - $107
|
315
$33K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-148- 5.17% |
$14.5K - $15.9K
|
2.72K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-281- 5.94% |
$27.5K - $30.2K
|
4.45K
$467K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-869- 10.13% |
$85K - $93.3K
|
7.71K
$809K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.6K+ 2.12% |
$1.43M - $1.57M
|
703K
$73.7M
|
|