Latest Institutional Sells of Jpmorgan Tr. Diversified Retur (JPME)
This list provides information on the latest institutional transactions involving Jpmorgan Tr. Diversified Retur (JPME) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-222K- 94.89% |
$20.9M - $23.3M
|
11.9K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.43K- 54.73% |
$890K - $991K
|
7.8K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.06K- 11.31% |
$572K - $637K
|
47.5K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.04K- 1.72% |
$475K - $530K
|
288K
$31.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.64K- 21.58% |
$249K - $277K
|
9.58K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 41.85% |
$231K - $257K
|
3.4K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.43K- 1.65% |
$229K - $255K
|
145K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.87K- 11.7% |
$177K - $197K
|
14.1K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.17K- 1.57% |
$111K - $123K
|
73.4K
$8.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 27.44% |
$101K - $113K
|
2.84K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-947- 50.21% |
$89.3K - $99.5K
|
939
$103K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-674- 41.86% |
$63.6K - $70.8K
|
936
$103K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-650- 12.46% |
$61.3K - $68.3K
|
4.57K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-603- 2.64% |
$56.9K - $63.3K
|
22.3K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-290- 8.91% |
$27.4K - $30.5K
|
2.97K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-212- 2.09% |
$20K - $22.3K
|
9.94K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-202- 2.52% |
$19.1K - $21.2K
|
7.83K
$860K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-199- 2.77% |
$18.8K - $20.9K
|
7K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-123- 0.89% |
$11.6K - $12.9K
|
13.7K
$1.51M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-89- 0.1% |
$8.39K - $9.35K
|
88.1K
$9.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-81- 0.19% |
$7.64K - $8.51K
|
43.2K
$4.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-67- 0.69% |
$6.32K - $7.04K
|
9.58K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-58- 0.61% |
$5.47K - $6.09K
|
9.5K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57- 0.39% |
$5.38K - $5.99K
|
14.7K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-49- 6.08% |
$4.62K - $5.15K
|
757
$83.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-23- 0.17% |
$2.17K - $2.42K
|
13.5K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21- 95.45% |
$1.98K - $2.21K
|
1
$110
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8- 0.17% |
$755 - $840
|
4.62K
$507K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-3- 7.69% |
$283 - $315
|
36
$3.96K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.05K- 35.13% |
$375K - $400K
|
7.48K
$822K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.03K- 10.38% |
$95.5K - $102K
|
8.9K
$978K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-59- 1.83% |
$5.47K - $5.82K
|
3.17K
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-9- 0.49% |
$834 - $888
|
1.82K
$200K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-235- 97.51% |
$21.1K - $23.3K
|
6
$660
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44- 74.58% |
$3.94K - $4.36K
|
15
$1.65K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 2.08% |
$89.6 - $99.1
|
47
$5.17K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-196- 0.84% |
$15.5K - $18.1K
|
23.1K
$2.54M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.39K- 30.89% |
$115K - $126K
|
3.1K
$341K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-547- 17.67% |
$45K - $48.3K
|
2.55K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20- 3.81% |
$1.64K - $1.77K
|
505
$55.5K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.48K- 34.03% |
$610K - $684K
|
14.5K
$1.59M
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-34.6K- 4.27% |
$2.66M - $3.07M
|
774K
$85.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-15.5K- 6.18% |
$1.19M - $1.37M
|
235K
$25.8M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.28K- 29.05% |
$101K - $122K
|
3.14K
$345K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-721Closed |
$56.9K - $68.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-9Closed |
$710 - $855
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.91KClosed |
$864K - $949K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.51KClosed |
$131K - $144K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-450Closed |
$39.6K - $43K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-75Closed |
$6.61K - $7.16K
|
0
$0
|
|