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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.1K+ 13.21% |
$3M - $3.31M
|
549K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.41K- 5.38% |
$65.9K - $72.9K
|
24.8K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.62K- 6.01% |
$75.6K - $83.5K
|
25.3K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-5.02K- 34.58% |
$235K - $260K
|
9.5K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.28K- 10.61% |
$106K - $118K
|
19.2K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.35K- 20.94% |
$110K - $121K
|
8.86K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-285- 0.16% |
$13.3K - $14.7K
|
177K
$8.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.22K- 4.94% |
$150K - $166K
|
61.9K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
436New |
$20.4K - $22.5K
|
436
$20.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
50New |
$2.34K - $2.59K
|
50
$2.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.74% |
$140 - $155
|
409
$19.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.1K+ 8.93% |
$1.08M - $1.19M
|
282K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.8K- 19.79% |
$1.44M - $1.59M
|
125K
$5.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.5K- 5.94% |
$1.33M - $1.48M
|
452K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.9KNew |
$229K - $253K
|
4.9K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
232New |
$10.9K - $12K
|
232
$10.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
831+ 12.02% |
$38.9K - $43K
|
7.75K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
70+ 175.0% |
$3.27K - $3.62K
|
110
$5.17K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.75K- 17.05% |
$222K - $246K
|
23.1K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
333+ 1.13% |
$15.6K - $17.2K
|
29.8K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.39KNew |
$252K - $279K
|
5.39K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.6K+ 2.41% |
$215K - $238K
|
195K
$9.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
31.4KNew |
$1.47M - $1.62M
|
31.4K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4+ 0.03% |
$187 - $207
|
14.9K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.38K- 2.97% |
$64.5K - $71.3K
|
45K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.58KNew |
$261K - $289K
|
5.58K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.44K- 8.2% |
$67.4K - $74.5K
|
16.1K
$759K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
30+ 0.18% |
$1.4K - $1.55K
|
17K
$800K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.55K- 3.28% |
$213K - $235K
|
134K
$6.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
92.5K+ 850.01% |
$4.33M - $4.78M
|
103K
$4.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
725+ 9.05% |
$33.9K - $37.5K
|
8.74K
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
38+ 0.27% |
$1.78K - $1.96K
|
14.3K
$673K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.98K+ 4.89% |
$326K - $361K
|
150K
$7.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.8KNew |
$739K - $817K
|
15.8K
$743K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62K+ 11.22% |
$2.9M - $3.21M
|
615K
$28.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
772+ 1.63% |
$36.1K - $39.9K
|
48.1K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.38K+ 24.91% |
$158K - $175K
|
16.9K
$796K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-616- 3.63% |
$28.8K - $31.8K
|
16.3K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
151+ 279.63% |
$7.06K - $7.81K
|
205
$9.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
130New |
$6.08K - $6.72K
|
130
$6.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
26K+ 2.15% |
$1.22M - $1.34M
|
1.24M
$58.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.1K- 1.86% |
$145K - $160K
|
164K
$7.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-8.23K- 36.02% |
$385K - $426K
|
14.6K
$687K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-355- 6.7% |
$16.6K - $18.4K
|
4.94K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35+ 0.04% |
$1.64K - $1.81K
|
84.7K
$3.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4MNew |
$65.3M - $72.1M
|
1.4M
$65.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46+ 106.98% |
$2.15K - $2.38K
|
89
$4.18K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
192+ 1.15% |
$8.98K - $9.93K
|
16.8K
$791K
|