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 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 1.2% |
$5.54K - $6.44K
|
5.1K
$551K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-160- 1.38% |
$14.3K - $16.6K
|
11.4K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-100- 1.88% |
$8.93K - $10.4K
|
5.23K
$565K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 0.48% |
$2.86K - $3.32K
|
6.75K
$730K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10+ 0.19% |
$893 - $1.04K
|
5.19K
$561K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.63% |
$179 - $208
|
317
$34.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
790+ 0.9% |
$70.5K - $82K
|
88.5K
$9.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.47K- 13.69% |
$309K - $360K
|
21.8K
$2.36M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.56K- 3.18% |
$139K - $162K
|
47.5K
$5.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
302New |
$27K - $31.3K
|
302
$32.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
114New |
$10.2K - $11.8K
|
114
$12.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.32K- 18.99% |
$475K - $552K
|
22.7K
$2.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
137+ 3.08% |
$12.2K - $14.2K
|
4.59K
$496K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-674- 41.86% |
$60.2K - $70K
|
936
$101K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
597+ 3.43% |
$53.3K - $62K
|
18K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-994- 1.44% |
$88.7K - $103K
|
68.2K
$7.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.3K+ 8.07% |
$1.01M - $1.17M
|
151K
$16.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.8K- 22.27% |
$250K - $290K
|
9.76K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-44- 0.36% |
$3.93K - $4.57K
|
12.1K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1+ 0.03% |
$89.3 - $104
|
3.96K
$428K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-81- 0.61% |
$7.23K - $8.41K
|
13.2K
$1.43M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.06% |
$97.8 - $107
|
95
$10.3K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
192New |
$18.8K - $20.6K
|
192
$20.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38K+ 8.34% |
$135K - $149K
|
18K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.42K- 33.1% |
$236K - $260K
|
4.89K
$529K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
172+ 1.79% |
$16.8K - $18.5K
|
9.77K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.7K- 38.31% |
$1.63M - $1.79M
|
26.8K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-869- 10.13% |
$85K - $93.3K
|
7.71K
$834K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
281New |
$27.5K - $30.2K
|
281
$30.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-82- 50.0% |
$8.02K - $8.8K
|
82
$8.87K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
372New |
$36.4K - $39.9K
|
372
$40.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.7KNew |
$1.05M - $1.15M
|
10.7K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29New |
$2.84K - $3.11K
|
29
$3.14K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-125K- 98.25% |
$12.2M - $13.4M
|
2.22K
$240K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
7New |
$715 - $776
|
7
$757
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.83K- 36.32% |
$289K - $314K
|
4.97K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
316New |
$32.3K - $35.1K
|
316
$34.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-424- 14.95% |
$43.3K - $47K
|
2.41K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2New |
$204 - $222
|
2
$216
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-167- 9.17% |
$17K - $18.5K
|
1.65K
$179K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
156New |
$15.9K - $17.3K
|
156
$16.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.27KNew |
$436K - $474K
|
4.27K
$462K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
21New |
$2.14K - $2.33K
|
21
$2.27K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
626+ 1.39% |
$63.9K - $69.4K
|
45.6K
$4.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-706- 7.94% |
$72.1K - $78.3K
|
8.19K
$886K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 13.33% |
$204 - $222
|
13
$1.41K
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.1KClosed |
$198K - $221K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.28KNew |
$592K - $660K
|
6.28K
$679K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
385New |
$36.3K - $40.4K
|
385
$41.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-49- 6.08% |
$4.62K - $5.15K
|
757
$81.8K
|
|