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 |
---|---|---|---|---|---|---|---|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
842+ 0.48% |
$36.2K - $40.7K
|
178K
$8.46M
|
|
Q2 2024 | |||||||
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-5.42K- 34.29% |
$228K - $246K
|
10.4K
$494K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.88K+ 19.75% |
$248K - $267K
|
35.7K
$1.7M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.8K+ 136.28% |
$2.14M - $2.3M
|
88.1K
$4.19M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
80New |
$3.37K - $3.63K
|
80
$3.81K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.28K+ 3.38% |
$180K - $194K
|
131K
$6.23M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
514+ 1.65% |
$21.6K - $23.3K
|
31.6K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.5KNew |
$820K - $884K
|
19.5K
$928K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.8K+ 5762.44% |
$497K - $536K
|
12K
$572K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-238K- 58.76% |
$10M - $10.8M
|
167K
$7.95M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.69K+ 0.54% |
$113K - $122K
|
501K
$23.8M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
960+ 7.61% |
$40.4K - $43.5K
|
13.6K
$646K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.08K- 10.89% |
$340K - $366K
|
66.1K
$3.14M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-513- 1.62% |
$21.6K - $23.3K
|
31.1K
$1.48M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.1K- 5.23% |
$1.23M - $1.32M
|
528K
$25.1M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.2KNew |
$1.69M - $1.82M
|
40.2K
$1.91M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.5K+ 40.64% |
$608K - $656K
|
50K
$2.38M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.8KNew |
$1M - $1.08M
|
23.8K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.7K+ 31.33% |
$1.33M - $1.44M
|
133K
$6.32M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.36K+ 3.46% |
$268K - $288K
|
190K
$9.06M
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
211+ 2.1% |
$8.88K - $9.57K
|
10.2K
$488K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.44K- 50.46% |
$271K - $292K
|
6.32K
$301K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.17K- 1.76% |
$133K - $144K
|
177K
$8.43M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30K- 71.13% |
$1.26M - $1.36M
|
12.2K
$580K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.92K+ 13.69% |
$81K - $87.2K
|
16K
$760K
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-7.55K- 26.31% |
$317K - $342K
|
21.1K
$1.01M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-709- 2.67% |
$29.8K - $32.1K
|
25.8K
$1.23M
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.2KNew |
$723K - $779K
|
17.2K
$818K
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.5K+ 0.89% |
$63K - $67.9K
|
170K
$8.1M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.91K+ 34.2% |
$80.4K - $86.6K
|
7.5K
$357K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30+ 2.09% |
$1.26K - $1.36K
|
1.47K
$69.9K
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-35- 0.24% |
$1.47K - $1.59K
|
14.3K
$679K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
720New |
$30.3K - $32.6K
|
720
$34.3K
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-724- 0.45% |
$30.5K - $32.8K
|
162K
$7.69M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.2K+ 35.56% |
$1.48M - $1.6M
|
134K
$6.39M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.4K- 7.46% |
$59.1K - $63.7K
|
17.4K
$828K
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-88- 0.4% |
$3.7K - $3.99K
|
21.8K
$1.04M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-137K- 17.63% |
$5.77M - $6.22M
|
641K
$30.5M
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
291+ 2.0% |
$12.2K - $13.2K
|
14.9K
$707K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
741+ 0.85% |
$31.2K - $33.6K
|
87.9K
$4.18M
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
292KNew |
$12.3M - $13.3M
|
292K
$13.9M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-16.8K- 67.84% |
$708K - $763K
|
7.98K
$380K
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.2MNew |
$50.3M - $54.2M
|
1.2M
$56.9M
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-872- 4.82% |
$36.7K - $39.5K
|
17.2K
$820K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.29K- 36.9% |
$54.4K - $58.6K
|
2.21K
$105K
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-176- 2.74% |
$7.41K - $7.98K
|
6.25K
$297K
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
606+ 3.79% |
$25.5K - $27.5K
|
16.6K
$790K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-331- 44.97% |
$13.9K - $15K
|
405
$19.3K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-239- 55.58% |
$10.1K - $10.8K
|
191
$9.09K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
226+ 403.57% |
$9.51K - $10.2K
|
282
$13.4K
|