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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 0.11% |
$81.5 - $91.5
|
948
$99.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.11% |
$81.5 - $91.5
|
948
$99.3K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.6KNew |
$130K - $146K
|
1.6K
$167K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
9New |
$734 - $824
|
9
$942
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
12.2K+ 784.53% |
$996K - $1.12M
|
13.8K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
444New |
$36.2K - $40.6K
|
444
$46.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.48K- 34.03% |
$610K - $684K
|
14.5K
$1.52M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 1.37% |
$77.1 - $88.9
|
74
$7.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
3.19KNew |
$246K - $284K
|
3.19K
$334K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-34.6K- 4.27% |
$2.66M - $3.07M
|
774K
$81.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13KNew |
$1M - $1.16M
|
13K
$1.36M
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-15.5K- 6.18% |
$1.19M - $1.37M
|
235K
$24.6M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.12KNew |
$162K - $194K
|
2.12K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.45K+ 72.23% |
$187K - $224K
|
5.84K
$611K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
653+ 326.5% |
$49.9K - $59.7K
|
853
$89.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
72.3KNew |
$5.52M - $6.61M
|
72.3K
$7.57M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.19KNew |
$320K - $383K
|
4.19K
$439K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.28K- 29.05% |
$101K - $122K
|
3.14K
$328K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-9Closed |
$710 - $855
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-721Closed |
$56.9K - $68.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
245New |
$19.3K - $23.3K
|
245
$25.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 4.35% |
$78.9 - $95
|
24
$2.51K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
184New |
$14.5K - $17.5K
|
184
$19.3K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.51KClosed |
$131K - $144K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.91KClosed |
$864K - $949K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
122New |
$10.6K - $11.7K
|
122
$12.8K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-75Closed |
$6.61K - $7.16K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-450Closed |
$39.6K - $43K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-118Closed |
$10.1K - $10.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-308Closed |
$25.8K - $27.5K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-46Closed |
$3.86K - $4.11K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.43KNew |
$92.4K - $108K
|
1.43K
$150K
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.7KClosed |
$110K - $128K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
251+ 4.34% |
$15K - $16.8K
|
6.03K
$632K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6Closed |
$358 - $403
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-7.34KClosed |
$438K - $493K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
SELL
|
- |
-9.43KClosed |
$443K - $623K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-600Closed |
$25.5K - $43.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-75Closed |
$3.18K - $5.39K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-116KClosed |
$4.93M - $8.36M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.04KClosed |
$196K - $216K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-175Closed |
$11.3K - $12.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Valley National Advisers Inc
|
SELL
|
- |
-500Closed |
$31.7K - $33.9K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9KClosed |
$571K - $611K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-750Closed |
$46.9K - $50.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 29, 2019
Q1 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-47Closed |
$2.64K - $3.07K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Investors Research Corp
|
BUY
|
- |
36New |
$2.02K - $2.35K
|
36
$3.77K
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-800Closed |
$45K - $52.3K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-111Closed |
$7.17K - $7.58K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12Closed |
$775 - $820
|
0
$0
|
|