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 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
192+ 1.15% |
$8.98K - $9.93K
|
16.8K
$731K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-136- 10.77% |
$6.36K - $7.03K
|
1.13K
$49K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-767- 34.69% |
$35.9K - $39.7K
|
1.44K
$62.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.6K+ 63.75% |
$1.29M - $1.43M
|
70.9K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
101+ 80.16% |
$4.72K - $5.22K
|
227
$9.86K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 3.19% |
$608 - $672
|
421
$18.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.28K+ 11.26% |
$107K - $118K
|
22.6K
$980K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
705+ 3.42% |
$33K - $36.4K
|
21.3K
$928K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.59K- 31.17% |
$168K - $186K
|
7.94K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
6.63KNew |
$310K - $343K
|
6.63K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.4K+ 8.07% |
$159K - $176K
|
45.5K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
273New |
$12.8K - $14.1K
|
273
$11.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-757- 0.43% |
$35.4K - $39.1K
|
177K
$7.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
543+ 1.03% |
$25.4K - $28.1K
|
53.5K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.8K+ 7.85% |
$365K - $403K
|
107K
$4.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-26- 0.32% |
$1.22K - $1.34K
|
8.06K
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.13K- 13.49% |
$52.9K - $58.5K
|
7.26K
$315K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.7K- 9.46% |
$685K - $758K
|
140K
$6.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-86- 0.55% |
$4.02K - $4.45K
|
15.7K
$682K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
470+ 2.14% |
$22K - $24.3K
|
22.4K
$975K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.02K+ 5.42% |
$235K - $259K
|
97.5K
$4.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-127- 1.31% |
$5.94K - $6.57K
|
9.56K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-352- 6.6% |
$16.5K - $18.2K
|
4.98K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-903- 0.56% |
$42.2K - $46.7K
|
161K
$7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.23K+ 8.95% |
$104K - $115K
|
27.2K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$46.8 - $51.7
|
1
$43.5
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
820+ 3.17% |
$38.4K - $42.4K
|
26.7K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.94K+ 32.41% |
$325K - $359K
|
28.4K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-275K- 82.62% |
$12.9M - $14.2M
|
57.9K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.84K+ 4.02% |
$413K - $457K
|
229K
$9.95M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-621- 0.76% |
$29K - $32.1K
|
80.7K
$3.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
142K+ 58.62% |
$6.62M - $7.32M
|
383K
$16.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
29+ 0.11% |
$1.36K - $1.5K
|
26.5K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-400- 50.0% |
$18.7K - $20.7K
|
400
$17.4K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.32KNew |
$358K - $402K
|
8.32K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.71K+ 44.9% |
$332K - $372K
|
24.9K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.1K- 64.92% |
$1.12M - $1.26M
|
14.1K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.7K- 57.82% |
$591K - $663K
|
10K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-340- 99.13% |
$14.6K - $16.4K
|
3
$130
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-350- 1.8% |
$15.1K - $16.9K
|
19.1K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
70New |
$3.01K - $3.38K
|
70
$3.04K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-204- 6.51% |
$8.78K - $9.85K
|
2.93K
$127K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.43KNew |
$191K - $214K
|
4.43K
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.2K+ 7.16% |
$2.24M - $2.52M
|
781K
$33.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
522K+ 1239.45% |
$22.5M - $25.2M
|
564K
$24.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
11KNew |
$475K - $533K
|
11K
$479K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-1.43K- 47.64% |
$61.6K - $69.1K
|
1.57K
$68.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-619- 11.82% |
$26.6K - $29.9K
|
4.62K
$201K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
80New |
$3.37K - $3.63K
|
80
$3.48K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30K- 71.13% |
$1.26M - $1.36M
|
12.2K
$529K
|
|