Latest Institutional Purchases of Jpmorgan Tr. Diversified Retur (JPME)
This list provides information on the latest institutional transactions involving Jpmorgan Tr. Diversified Retur (JPME) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
27.9K+ 23.35% |
$2.59M - $2.75M
|
147K
$15.4M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 38.09% |
$1.11M - $1.18M
|
43.3K
$4.53M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.75K+ 1.45% |
$904K - $963K
|
681K
$71.3M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.42K+ 25.12% |
$873K - $929K
|
46.9K
$4.91M
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
7.2KNew |
$667K - $710K
|
7.2K
$753K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.26K+ 23.64% |
$580K - $618K
|
32.7K
$3.42M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.6KNew |
$519K - $553K
|
5.6K
$586K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.28KNew |
$489K - $521K
|
5.28K
$552K
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.56KNew |
$423K - $450K
|
4.56K
$477K
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
4.14K+ 1.8% |
$383K - $408K
|
234K
$24.5M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.05K+ 224.9% |
$375K - $399K
|
5.85K
$612K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.73K+ 54.61% |
$346K - $368K
|
10.6K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.42K+ 65.64% |
$317K - $338K
|
8.64K
$904K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3K+ 21.09% |
$278K - $296K
|
17.2K
$1.8M
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.94K+ 8.65% |
$273K - $291K
|
37K
$3.87M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.94K+ 2.8% |
$180K - $192K
|
71.4K
$7.47M
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
1.61KNew |
$149K - $159K
|
1.61K
$168K
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.32K+ 20.71% |
$123K - $130K
|
7.71K
$806K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.04K+ 35.42% |
$96K - $102K
|
3.96K
$415K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
696+ 9.49% |
$64.5K - $68.7K
|
8.03K
$840K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
388+ 2.51% |
$36K - $38.3K
|
15.8K
$1.66M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
386+ 13.45% |
$35.8K - $38.1K
|
3.26K
$341K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
331+ 7.22% |
$30.7K - $32.7K
|
4.92K
$514K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
313+ 170.11% |
$29K - $30.9K
|
497
$52K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
256+ 42.6% |
$23.7K - $25.3K
|
857
$89.7K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
198New |
$18.4K - $19.5K
|
198
$20.7K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
188New |
$17.4K - $18.6K
|
188
$19.7K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
118+ 1.74% |
$10.9K - $11.6K
|
6.9K
$722K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
76+ 0.63% |
$7.04K - $7.5K
|
12.2K
$1.28M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21+ 2100.0% |
$1.95K - $2.07K
|
22
$2.3K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19+ 0.2% |
$1.76K - $1.88K
|
9.65K
$1.01M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 2.04% |
$1.3K - $1.38K
|
699
$73.2K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.48% |
$834 - $888
|
1.89K
$197K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2+ 5.41% |
$185 - $197
|
39
$4.08K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.65% |
$185 - $197
|
311
$32.5K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 3.17% |
$908K - $1M
|
330K
$34.5M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.86KNew |
$436K - $482K
|
4.86K
$509K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.65K+ 43.71% |
$417K - $461K
|
15.3K
$1.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.19KNew |
$376K - $415K
|
4.19K
$439K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.03KNew |
$182K - $201K
|
2.03K
$212K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
150+ 42.25% |
$13.4K - $14.9K
|
505
$52.8K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
98New |
$8.78K - $9.72K
|
98
$10.3K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$627 - $694
|
7
$733
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3New |
$269 - $297
|
3
$314
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$89.6 - $99.1
|
1
$105
|
|
Q4 2023 | |||||||
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.67KNew |
$370K - $431K
|
4.67K
$488K
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.98K+ 6.08% |
$157K - $183K
|
34.5K
$3.61M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
323New |
$25.6K - $29.8K
|
323
$33.8K
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
86New |
$6.82K - $7.94K
|
86
$9K
|