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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$89.6 - $99.1
|
1
$102
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.67KNew |
$370K - $431K
|
4.67K
$478K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.98K+ 6.08% |
$157K - $183K
|
34.5K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
323New |
$25.6K - $29.8K
|
323
$33.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
86New |
$6.82K - $7.94K
|
86
$8.81K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
57+ 2850.0% |
$4.52K - $5.26K
|
59
$6.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
25New |
$1.98K - $2.31K
|
25
$2.56K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$79.3 - $92.3
|
1
$102
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
233New |
$19.4K - $21.2K
|
233
$23.9K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
172New |
$14.3K - $15.7K
|
172
$17.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
78New |
$6.48K - $7.11K
|
78
$7.99K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25New |
$2.08K - $2.28K
|
25
$2.56K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.31% |
$329 - $353
|
1.3K
$133K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
12.2K+ 784.53% |
$996K - $1.12M
|
13.8K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.6KNew |
$130K - $146K
|
1.6K
$164K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
444New |
$36.2K - $40.6K
|
444
$45.5K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
9New |
$734 - $824
|
9
$922
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 0.11% |
$81.5 - $91.5
|
948
$97.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.11% |
$81.5 - $91.5
|
948
$97.1K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13KNew |
$1M - $1.16M
|
13K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
3.19KNew |
$246K - $284K
|
3.19K
$327K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 1.37% |
$77.1 - $88.9
|
74
$7.58K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
72.3KNew |
$5.52M - $6.61M
|
72.3K
$7.41M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.19KNew |
$320K - $383K
|
4.19K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.45K+ 72.23% |
$187K - $224K
|
5.84K
$598K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.12KNew |
$162K - $194K
|
2.12K
$217K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
653+ 326.5% |
$49.9K - $59.7K
|
853
$87.4K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
245New |
$19.3K - $23.3K
|
245
$25.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
184New |
$14.5K - $17.5K
|
184
$18.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 4.35% |
$78.9 - $95
|
24
$2.46K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
122New |
$10.6K - $11.7K
|
122
$12.5K
|
|
| Q4 2020 | |||||||
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.43KNew |
$92.4K - $108K
|
1.43K
$147K
|
|
| Q3 2020 | |||||||
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
251+ 4.34% |
$15K - $16.8K
|
6.03K
$618K
|
|
| Q1 2019 | |||||||
|
Apr 23, 2019
Q1 2019
|
Investors Research Corp
|
BUY
|
- |
36New |
$2.02K - $2.35K
|
36
$3.69K
|
|