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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
121+ 0.52% |
$11.4K - $12.7K
|
23.5K
$2.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-58- 0.61% |
$5.47K - $6.09K
|
9.5K
$981K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.51KNew |
$519K - $578K
|
5.51K
$569K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-947- 50.21% |
$89.3K - $99.5K
|
939
$97K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
114K+ 2490.0% |
$10.7M - $11.9M
|
118K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.17K- 1.57% |
$111K - $123K
|
73.4K
$7.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
234New |
$22.1K - $24.6K
|
234
$24.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-290- 8.91% |
$27.4K - $30.5K
|
2.97K
$306K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-650- 12.46% |
$61.3K - $68.3K
|
4.57K
$472K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8- 0.17% |
$755 - $840
|
4.62K
$477K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.08% |
$94.3 - $105
|
94
$9.71K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-674- 41.86% |
$63.6K - $70.8K
|
936
$96.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.2K+ 35.31% |
$2.38M - $2.65M
|
96.5K
$9.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.26K+ 8.85% |
$119K - $133K
|
15.5K
$1.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
773+ 6.22% |
$72.9K - $81.2K
|
13.2K
$1.36M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-23- 0.17% |
$2.17K - $2.42K
|
13.5K
$1.39M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-89- 0.1% |
$8.39K - $9.35K
|
88.1K
$9.1M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
198New |
$18.4K - $19.5K
|
198
$20.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.28KNew |
$489K - $521K
|
5.28K
$545K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 2.04% |
$1.3K - $1.38K
|
699
$72.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.05K- 35.13% |
$375K - $400K
|
7.48K
$773K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-9- 0.49% |
$834 - $888
|
1.82K
$188K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.03K- 10.38% |
$95.5K - $102K
|
8.9K
$919K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.65% |
$185 - $197
|
311
$32.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-59- 1.83% |
$5.47K - $5.82K
|
3.17K
$327K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
188New |
$17.4K - $18.6K
|
188
$19.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.19KNew |
$376K - $415K
|
4.19K
$433K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$89.6 - $99.1
|
1
$103
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-235- 97.51% |
$21.1K - $23.3K
|
6
$620
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3New |
$269 - $297
|
3
$310
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.86KNew |
$436K - $482K
|
4.86K
$502K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
150+ 42.25% |
$13.4K - $14.9K
|
505
$52.2K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44- 74.58% |
$3.94K - $4.36K
|
15
$1.55K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
98New |
$8.78K - $9.72K
|
98
$10.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$627 - $694
|
7
$723
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 2.08% |
$89.6 - $99.1
|
47
$4.86K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
25New |
$1.98K - $2.31K
|
25
$2.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
323New |
$25.6K - $29.8K
|
323
$33.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$79.3 - $92.3
|
1
$103
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.98K+ 6.08% |
$157K - $183K
|
34.5K
$3.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
86New |
$6.82K - $7.94K
|
86
$8.88K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.67KNew |
$370K - $431K
|
4.67K
$482K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-196- 0.84% |
$15.5K - $18.1K
|
23.1K
$2.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
57+ 2850.0% |
$4.52K - $5.26K
|
59
$6.1K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
172New |
$14.3K - $15.7K
|
172
$17.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.39K- 30.89% |
$115K - $126K
|
3.1K
$321K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25New |
$2.08K - $2.28K
|
25
$2.58K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
78New |
$6.48K - $7.11K
|
78
$8.06K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
233New |
$19.4K - $21.2K
|
233
$24.1K
|
|