Latest Institutional Transactions on J P Morgan Diversified Return (JPSE)
This table provides information on the latest institutional transactions involving J P Morgan Diversified Return (JPSE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-9.64K- 96.51% |
$368K - $438K
|
349
$16.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.8K- 6.33% |
$681K - $810K
|
263K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.03K- 10.49% |
$154K - $183K
|
34.4K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.85K+ 3.86% |
$185K - $221K
|
131K
$6.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.16K- 4.89% |
$121K - $144K
|
61.5K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20New |
$764 - $910
|
20
$929
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.97K+ 5.02% |
$75.1K - $89.4K
|
41.1K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.49K+ 10.68% |
$133K - $159K
|
36.2K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-659- 2.83% |
$25.2K - $30K
|
22.6K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-406- 2.79% |
$15.5K - $18.5K
|
14.1K
$656K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.22K+ 4.31% |
$352K - $420K
|
223K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.72K+ 1.37% |
$295K - $351K
|
572K
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
7.54K+ 5.27% |
$288K - $343K
|
151K
$7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-526K- 39.76% |
$20.1M - $23.9M
|
796K
$37M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.8K- 70.16% |
$1.06M - $1.26M
|
11.8K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
99+ 0.45% |
$3.78K - $4.5K
|
22K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
442+ 7.56% |
$16.9K - $20.1K
|
6.29K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-145K- 31.34% |
$5.52M - $6.58M
|
317K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.74K- 16.13% |
$105K - $125K
|
14.2K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.47K- 46.05% |
$324K - $385K
|
9.93K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.6K+ 16.22% |
$1.01M - $1.21M
|
190K
$8.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.6K+ 159.64% |
$3.12M - $3.71M
|
133K
$6.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-358K- 79.74% |
$13.7M - $16.3M
|
91K
$4.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.31K+ 1.78% |
$126K - $150K
|
189K
$8.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.87K+ 9.13% |
$262K - $313K
|
82.1K
$3.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
26.5KNew |
$1.01M - $1.2M
|
26.5K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.2KNew |
$618K - $736K
|
16.2K
$752K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.74K+ 6.43% |
$66.5K - $79.2K
|
28.8K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
155+ 336.96% |
$5.92K - $7.05K
|
201
$9.34K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 28.86% |
$7.12M - $8.48M
|
832K
$38.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-45.6K- 32.42% |
$1.74M - $2.07M
|
95K
$4.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.43K- 0.91% |
$54.7K - $65.1K
|
156K
$7.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$38.2 - $45.5
|
417
$19.4K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.86K+ 99.82% |
$186K - $221K
|
9.74K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.2K- 17.16% |
$45.8K - $54.5K
|
5.79K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-179- 63.48% |
$6.84K - $8.14K
|
103
$4.78K
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.33K- 31.37% |
$89.1K - $106K
|
5.1K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.67K+ 7.75% |
$140K - $167K
|
51.1K
$2.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-501- 7.41% |
$19.1K - $22.8K
|
6.26K
$291K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19K+ 22.12% |
$726K - $864K
|
105K
$4.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-115- 31.25% |
$4.39K - $5.23K
|
253
$11.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-318- 4.48% |
$12.1K - $14.5K
|
6.78K
$315K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-316- 4.07% |
$12.1K - $14.4K
|
7.44K
$346K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.12K+ 3.85% |
$157K - $187K
|
111K
$5.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 35.07% |
$703K - $838K
|
70.9K
$3.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-684- 10.44% |
$26.1K - $31.1K
|
5.87K
$272K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111New |
$4.24K - $5.05K
|
111
$5.16K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-19.4K- 1.53% |
$740K - $881K
|
1.25M
$58M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
899+ 3.94% |
$34.3K - $40.9K
|
23.7K
$1.1M
|