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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-602K- 85.75% |
$53.8M - $62.5M
|
100K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-147K- 66.9% |
$13.1M - $15.2M
|
72.5K
$7.84M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-78.7K- 91.84% |
$7.02M - $8.17M
|
6.99K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.54K- 21.63% |
$494K - $575K
|
20.1K
$2.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.32K- 18.99% |
$475K - $552K
|
22.7K
$2.45M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.93K- 1.65% |
$440K - $512K
|
295K
$31.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.47K- 13.69% |
$309K - $360K
|
21.8K
$2.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.8K- 22.27% |
$250K - $290K
|
9.76K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.74K- 28.02% |
$245K - $285K
|
7.04K
$762K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.56K- 3.18% |
$139K - $162K
|
47.5K
$5.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-994- 1.44% |
$88.7K - $103K
|
68.2K
$7.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-776- 4.76% |
$69.3K - $80.5K
|
15.5K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-750- 13.16% |
$67K - $77.9K
|
4.95K
$535K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-674- 41.86% |
$60.2K - $70K
|
936
$101K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-537- 99.44% |
$47.9K - $55.7K
|
3
$324
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-491- 12.98% |
$43.8K - $51K
|
3.29K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-387- 1.27% |
$34.6K - $40.2K
|
30K
$3.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-303- 16.9% |
$27.1K - $31.5K
|
1.49K
$161K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-198- 5.17% |
$17.7K - $20.6K
|
3.63K
$393K
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-181- 2.7% |
$16.2K - $18.8K
|
6.52K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-176- 6.4% |
$15.7K - $18.3K
|
2.58K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-160- 1.38% |
$14.3K - $16.6K
|
11.4K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-139- 5.12% |
$12.4K - $14.4K
|
2.58K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-100- 1.88% |
$8.93K - $10.4K
|
5.23K
$565K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-81- 13.24% |
$7.23K - $8.41K
|
531
$57.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-81- 0.61% |
$7.23K - $8.41K
|
13.2K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 1.2% |
$5.54K - $6.44K
|
5.1K
$551K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-45- 0.5% |
$4.02K - $4.67K
|
9.04K
$977K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-44- 0.36% |
$3.93K - $4.57K
|
12.1K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-35- 6.93% |
$3.12K - $3.63K
|
470
$50.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-24- 0.39% |
$2.14K - $2.49K
|
6.2K
$670K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-23- 0.15% |
$2.05K - $2.39K
|
15.1K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-22- 11.52% |
$1.96K - $2.28K
|
169
$18.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 0.23% |
$179 - $208
|
864
$93.4K
|
|
| Q1 2025 | |||||||
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-125K- 98.25% |
$12.2M - $13.4M
|
2.22K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.7K- 38.31% |
$1.63M - $1.79M
|
26.8K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.42K- 33.1% |
$236K - $260K
|
4.89K
$529K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-869- 10.13% |
$85K - $93.3K
|
7.71K
$834K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-82- 50.0% |
$8.02K - $8.8K
|
82
$8.87K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.83K- 36.32% |
$289K - $314K
|
4.97K
$537K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-706- 7.94% |
$72.1K - $78.3K
|
8.19K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-424- 14.95% |
$43.3K - $47K
|
2.41K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-167- 9.17% |
$17K - $18.5K
|
1.65K
$179K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 13.33% |
$204 - $222
|
13
$1.41K
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.1KClosed |
$198K - $221K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57- 0.39% |
$5.38K - $5.99K
|
14.7K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-49- 6.08% |
$4.62K - $5.15K
|
757
$81.8K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.05K- 35.13% |
$375K - $400K
|
7.48K
$808K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-235- 97.51% |
$21.1K - $23.3K
|
6
$649
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 2.08% |
$89.6 - $99.1
|
47
$5.08K
|
|