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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13+ 0.14% |
$1.33K - $1.44K
|
9.6K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
34+ 0.54% |
$3.47K - $3.77K
|
6.3K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
626+ 1.39% |
$63.9K - $69.4K
|
45.6K
$4.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-42- 4.47% |
$4.29K - $4.66K
|
897
$94.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
933+ 108.49% |
$95.2K - $103K
|
1.79K
$189K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-298- 4.26% |
$30.4K - $33.1K
|
6.7K
$707K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
82New |
$8.37K - $9.1K
|
82
$8.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.26K- 1.43% |
$128K - $140K
|
86.8K
$9.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-522- 11.75% |
$53.3K - $57.9K
|
3.92K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
17.6KNew |
$1.79M - $1.95M
|
17.6K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20- 0.21% |
$2.04K - $2.22K
|
9.48K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-706- 7.94% |
$72.1K - $78.3K
|
8.19K
$865K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.67K- 1.15% |
$170K - $185K
|
143K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-253- 0.53% |
$25.8K - $28.1K
|
47.3K
$4.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-549- 12.02% |
$56K - $60.9K
|
4.02K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.33K+ 15.04% |
$135K - $147K
|
10.1K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
118+ 2.56% |
$12K - $13.1K
|
4.73K
$500K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-9.28K- 18.27% |
$948K - $1.03M
|
41.5K
$4.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-564- 0.77% |
$57.6K - $62.6K
|
72.8K
$7.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-39.1K- 82.02% |
$3.99M - $4.34M
|
8.58K
$906K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.77K+ 9.09% |
$896K - $973K
|
105K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.69K+ 7.36% |
$887K - $964K
|
127K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-425- 3.56% |
$43.4K - $47.1K
|
11.5K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 13.33% |
$204 - $222
|
13
$1.37K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
515+ 3.9% |
$52.6K - $57.1K
|
13.7K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.04K- 7.75% |
$106K - $116K
|
12.4K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
961+ 6.19% |
$98.1K - $107K
|
16.5K
$1.74M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.95K+ 46.85% |
$467K - $520K
|
15.5K
$1.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-202- 2.52% |
$19.1K - $21.2K
|
7.83K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.43K- 54.73% |
$890K - $991K
|
7.8K
$824K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 0.43% |
$118K - $131K
|
292K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.06K+ 27.7% |
$855K - $952K
|
41.8K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.37K+ 15.84% |
$129K - $144K
|
10K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.28KNew |
$592K - $660K
|
6.28K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-603- 2.64% |
$56.9K - $63.3K
|
22.3K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.04K- 1.72% |
$475K - $530K
|
288K
$30.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-81- 0.19% |
$7.64K - $8.51K
|
43.2K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$1.34M - $1.49M
|
14.2K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
72.8KNew |
$6.86M - $7.64M
|
72.8K
$7.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
15+ 3.02% |
$1.41K - $1.58K
|
512
$54.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.87K- 11.7% |
$177K - $197K
|
14.1K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.15K+ 10.79% |
$202K - $225K
|
22K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21- 95.45% |
$1.98K - $2.21K
|
1
$106
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.4K+ 64.8% |
$227K - $252K
|
6.11K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 27.44% |
$101K - $113K
|
2.84K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.29K+ 26.32% |
$122K - $136K
|
6.21K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
53K+ 30.84% |
$5M - $5.57M
|
225K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-212- 2.09% |
$20K - $22.3K
|
9.94K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.2K+ 1.64% |
$1.05M - $1.17M
|
692K
$73.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.97K+ 146.01% |
$658K - $732K
|
11.7K
$1.24M
|
|