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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-5.95K- 4.49% |
$227K - $270K
|
127K
$5.83M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-191- 98.45% |
$7.3K - $8.69K
|
3
$138
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-189- 2.96% |
$7.22K - $8.6K
|
6.2K
$286K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-328- 2.01% |
$12.5K - $14.9K
|
16K
$736K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 74.36% |
$582K - $693K
|
5.25K
$242K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-673K- 89.94% |
$28.8M - $32.7M
|
75.3K
$3.47M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8- 0.15% |
$342 - $388
|
5.5K
$253K
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
363+ 1.62% |
$15.5K - $17.6K
|
22.8K
$1.05M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153+ 0.66% |
$6.55K - $7.42K
|
23.3K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11+ 0.14% |
$471 - $534
|
7.76K
$357K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 2.75% |
$645K - $731K
|
564K
$26M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.69K+ 4.35% |
$115K - $131K
|
64.6K
$2.98M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-172- 0.9% |
$7.36K - $8.34K
|
19K
$874K
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
7.8K+ 24.85% |
$334K - $378K
|
39.2K
$1.8M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-302- 0.11% |
$12.9K - $14.7K
|
281K
$13M
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-332- 2.23% |
$14.2K - $16.1K
|
14.5K
$670K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.81K- 31.51% |
$334K - $379K
|
17K
$782K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.6KNew |
$1.69M - $1.92M
|
39.6K
$1.82M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
451+ 8.36% |
$19.3K - $21.9K
|
5.84K
$269K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.36K+ 2.07% |
$400K - $454K
|
461K
$21.2M
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.35K- 27.54% |
$186K - $211K
|
11.4K
$527K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 8.63% |
$62.5K - $70.9K
|
18.4K
$847K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
837+ 0.67% |
$35.8K - $40.6K
|
126K
$5.79M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.1K+ 9.41% |
$603K - $683K
|
164K
$7.54M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2K+ 100.39% |
$823K - $934K
|
38.4K
$1.77M
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.07K- 21.75% |
$88.4K - $100K
|
7.44K
$342K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.18K+ 4.61% |
$350K - $397K
|
186K
$8.55M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.87K+ 9.61% |
$123K - $139K
|
32.7K
$1.51M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-680- 3.02% |
$29.1K - $33K
|
21.9K
$1.01M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43- 48.31% |
$1.84K - $2.09K
|
46
$2.12K
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6.25K- 3.82% |
$268K - $303K
|
157K
$7.25M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-73.1K- 5.24% |
$3.13M - $3.55M
|
1.32M
$60.9M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7+ 1.71% |
$299 - $340
|
416
$19.2K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.4K+ 9.43% |
$788K - $894K
|
214K
$9.85M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-952- 11.99% |
$40.7K - $46.2K
|
6.99K
$322K
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
30.1K+ 2.43% |
$1.29M - $1.46M
|
1.27M
$58.4M
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.35K- 16.07% |
$101K - $114K
|
12.3K
$565K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-68- 1.38% |
$2.91K - $3.3K
|
4.87K
$224K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 76.31% |
$527K - $597K
|
28.5K
$1.31M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.05K+ 4.93% |
$45K - $51K
|
22.4K
$1.03M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.3K- 60.27% |
$439K - $498K
|
6.76K
$312K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110Closed |
$4.71K - $5.34K
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.45K+ 9.26% |
$190K - $216K
|
52.5K
$2.42M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-269- 18.63% |
$11.5K - $13K
|
1.18K
$54.1K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.9K+ 5.02% |
$1.32M - $1.5M
|
646K
$29.8M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5K+ 100.42% |
$214K - $243K
|
9.99K
$460K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.33K+ 5.18% |
$99.8K - $113K
|
47.4K
$2.18M
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
732+ 8.38% |
$31.3K - $35.5K
|
9.47K
$436K
|