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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-125K- 98.25% |
$12.2M - $13.4M
|
2.22K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-115K- 80.47% |
$11.3M - $12.4M
|
28K
$2.75M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-26.8K- 99.68% |
$2.62M - $2.88M
|
85
$8.35K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.7K- 38.31% |
$1.63M - $1.79M
|
26.8K
$2.64M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.76K- 3.37% |
$759K - $833K
|
222K
$21.8M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.41K- 66.2% |
$724K - $795K
|
3.78K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.4K- 3.27% |
$724K - $795K
|
219K
$21.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.32K- 45.54% |
$422K - $463K
|
5.16K
$507K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.61K- 4.96% |
$353K - $387K
|
69.2K
$6.8M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.42K- 33.1% |
$236K - $260K
|
4.89K
$480K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.15K- 8.37% |
$112K - $123K
|
12.6K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-869- 10.13% |
$85K - $93.3K
|
7.71K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-796- 12.42% |
$77.8K - $85.5K
|
5.62K
$551K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-527- 8.47% |
$51.5K - $56.6K
|
5.7K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-422- 2.72% |
$41.3K - $45.3K
|
15.1K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-281- 5.94% |
$27.5K - $30.2K
|
4.45K
$437K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-269- 2.17% |
$26.3K - $28.9K
|
12.1K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-244- 2.62% |
$23.9K - $26.2K
|
9.08K
$892K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-176- 3.2% |
$17.2K - $18.9K
|
5.33K
$523K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-148- 5.17% |
$14.5K - $15.9K
|
2.72K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-143- 4.94% |
$14K - $15.4K
|
2.75K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-141- 2.05% |
$13.8K - $15.1K
|
6.72K
$660K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-102- 0.62% |
$9.97K - $10.9K
|
16.3K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-92- 9.6% |
$8.99K - $9.88K
|
866
$85K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-91- 2.32% |
$8.9K - $9.77K
|
3.83K
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-82- 50.0% |
$8.02K - $8.8K
|
82
$8.05K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-77- 1.22% |
$7.53K - $8.27K
|
6.22K
$611K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-66- 0.49% |
$6.45K - $7.09K
|
13.3K
$1.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-63- 1.57% |
$6.16K - $6.76K
|
3.95K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46- 97.87% |
$4.5K - $4.94K
|
1
$98.2
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.83K- 36.32% |
$289K - $314K
|
4.97K
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-706- 7.94% |
$72.1K - $78.3K
|
8.19K
$804K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-424- 14.95% |
$43.3K - $47K
|
2.41K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-298- 4.26% |
$30.4K - $33.1K
|
6.7K
$658K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-167- 9.17% |
$17K - $18.5K
|
1.65K
$162K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-42- 4.47% |
$4.29K - $4.66K
|
897
$88.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 13.33% |
$204 - $222
|
13
$1.28K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57- 0.39% |
$5.38K - $5.99K
|
14.7K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-49- 6.08% |
$4.62K - $5.15K
|
757
$74.3K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.05K- 35.13% |
$375K - $400K
|
7.48K
$734K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-235- 97.51% |
$21.1K - $23.3K
|
6
$589
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 2.08% |
$89.6 - $99.1
|
47
$4.62K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.39K- 30.89% |
$115K - $126K
|
3.1K
$305K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-547- 17.67% |
$45K - $48.3K
|
2.55K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20- 3.81% |
$1.64K - $1.77K
|
505
$49.6K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-34.6K- 4.27% |
$2.66M - $3.07M
|
774K
$76M
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-15.5K- 6.18% |
$1.19M - $1.37M
|
235K
$23M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.28K- 29.05% |
$101K - $122K
|
3.14K
$308K
|
|
|
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
|
|