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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.95K+ 46.85% |
$467K - $520K
|
15.5K
$1.59M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
45KNew |
$4.24M - $4.72M
|
45K
$4.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-202- 2.52% |
$19.1K - $21.2K
|
7.83K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.28KNew |
$592K - $660K
|
6.28K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
72.8KNew |
$6.86M - $7.64M
|
72.8K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.06K- 11.31% |
$572K - $637K
|
47.5K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 0.43% |
$118K - $131K
|
292K
$29.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.06K+ 27.7% |
$855K - $952K
|
41.8K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.37K+ 15.84% |
$129K - $144K
|
10K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.43K- 54.73% |
$890K - $991K
|
7.8K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.02% |
$94.3 - $105
|
6.27K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$1.34M - $1.49M
|
14.2K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-81- 0.19% |
$7.64K - $8.51K
|
43.2K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.04K- 1.72% |
$475K - $530K
|
288K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-603- 2.64% |
$56.9K - $63.3K
|
22.3K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
15+ 3.02% |
$1.41K - $1.58K
|
512
$52.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.87K- 11.7% |
$177K - $197K
|
14.1K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.15K+ 10.79% |
$202K - $225K
|
22K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21- 95.45% |
$1.98K - $2.21K
|
1
$102
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
483+ 12.19% |
$45.6K - $50.7K
|
4.44K
$455K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 27.44% |
$101K - $113K
|
2.84K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.29K+ 26.32% |
$122K - $136K
|
6.21K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
53K+ 30.84% |
$5M - $5.57M
|
225K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.4K+ 64.8% |
$227K - $252K
|
6.11K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.11K+ 14.37% |
$104K - $116K
|
8.81K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-212- 2.09% |
$20K - $22.3K
|
9.94K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.2K+ 1.64% |
$1.05M - $1.17M
|
692K
$70.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.97K+ 146.01% |
$658K - $732K
|
11.7K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-123- 0.89% |
$11.6K - $12.9K
|
13.7K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.38K+ 131.7% |
$696K - $775K
|
13K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
341+ 4.94% |
$32.2K - $35.8K
|
7.24K
$742K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
385New |
$36.3K - $40.4K
|
385
$39.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-67- 0.69% |
$6.32K - $7.04K
|
9.58K
$982K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.05K+ 1.44% |
$288K - $321K
|
215K
$22.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 41.85% |
$231K - $257K
|
3.4K
$348K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.64K- 21.58% |
$249K - $277K
|
9.58K
$982K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
699+ 11.67% |
$65.9K - $73.4K
|
6.69K
$685K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-3- 7.69% |
$283 - $315
|
36
$3.69K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-199- 2.77% |
$18.8K - $20.9K
|
7K
$717K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13.8K+ 37.42% |
$1.31M - $1.45M
|
50.8K
$5.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-49- 6.08% |
$4.62K - $5.15K
|
757
$77.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 0.35% |
$283 - $315
|
860
$88.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.99K+ 6.91% |
$282K - $314K
|
46.3K
$4.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.01KNew |
$190K - $211K
|
2.01K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-222K- 94.89% |
$20.9M - $23.3M
|
11.9K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
811+ 1.73% |
$76.5K - $85.2K
|
47.7K
$4.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
909+ 5.74% |
$85.7K - $95.5K
|
16.7K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.43K- 1.65% |
$229K - $255K
|
145K
$14.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57- 0.39% |
$5.38K - $5.99K
|
14.7K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.04KNew |
$192K - $214K
|
2.04K
$209K
|