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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.32KNew |
$358K - $402K
|
8.32K
$394K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.66K- 5.33% |
$71.5K - $80.2K
|
29.5K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.4K- 6.82% |
$491K - $550K
|
156K
$7.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-934- 1.41% |
$40.2K - $45.1K
|
65.1K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 16.19% |
$44K - $49.4K
|
5.3K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.75K- 11.87% |
$161K - $181K
|
27.9K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
541+ 0.28% |
$23.3K - $26.1K
|
191K
$9.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.71K+ 44.9% |
$332K - $372K
|
24.9K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.1K- 3.21% |
$692K - $776K
|
485K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.7K- 57.82% |
$591K - $663K
|
10K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.1K- 64.92% |
$1.12M - $1.26M
|
14.1K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66.6K- 75.65% |
$2.87M - $3.22M
|
21.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.5K- 9.0% |
$2.04M - $2.29M
|
480K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.04K+ 0.8% |
$87.8K - $98.5K
|
258K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
422+ 50.18% |
$18.2K - $20.4K
|
1.26K
$59.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
562+ 0.32% |
$24.2K - $27.1K
|
178K
$8.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.56K- 7.15% |
$67.1K - $75.3K
|
20.3K
$960K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
70New |
$3.01K - $3.38K
|
70
$3.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11- 0.08% |
$473 - $531
|
13.6K
$642K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
892+ 11.89% |
$38.4K - $43.1K
|
8.39K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$43 - $48.3
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48K- 36.19% |
$2.07M - $2.32M
|
84.7K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.7K+ 30.11% |
$462K - $519K
|
46.4K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-350- 1.8% |
$15.1K - $16.9K
|
19.1K
$907K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-340- 99.13% |
$14.6K - $16.4K
|
3
$142
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
353+ 1.37% |
$15.2K - $17K
|
26.2K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 8.95% |
$504K - $566K
|
143K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40New |
$1.72K - $1.93K
|
40
$1.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.94K+ 5.87% |
$126K - $142K
|
53K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-262- 1.52% |
$11.3K - $12.6K
|
17K
$804K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.3K+ 260.51% |
$1.35M - $1.51M
|
43.3K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.03K+ 2.51% |
$44.3K - $49.7K
|
42.1K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2+ 0.01% |
$86.1 - $96.6
|
14.9K
$704K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6K+ 10.03% |
$68.9K - $77.3K
|
17.6K
$833K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.38K- 1.99% |
$146K - $163K
|
167K
$7.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12- 0.06% |
$516 - $579
|
20.6K
$978K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-88K- 13.73% |
$3.79M - $4.25M
|
553K
$26.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.61K- 31.27% |
$284K - $319K
|
14.5K
$688K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-409- 2.35% |
$17.6K - $19.7K
|
17K
$805K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
22+ 0.32% |
$947 - $1.06K
|
6.92K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2.23K- 21.79% |
$96.1K - $108K
|
8.01K
$380K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 8.72% |
$78.9K - $88.5K
|
22.9K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.32K+ 3.22% |
$186K - $209K
|
139K
$6.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-707- 6.8% |
$30.4K - $34.1K
|
9.68K
$459K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$43 - $48.3
|
406
$19.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30- 0.26% |
$1.29K - $1.45K
|
11.5K
$546K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
126New |
$5.42K - $6.08K
|
126
$5.97K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-204- 6.51% |
$8.78K - $9.85K
|
2.93K
$139K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-911- 14.59% |
$39.2K - $44K
|
5.34K
$253K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
27+ 0.16% |
$1.16K - $1.3K
|
16.6K
$788K
|