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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.33K- 31.37% |
$89.1K - $106K
|
5.1K
$254K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-501- 7.41% |
$19.1K - $22.8K
|
6.26K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-115- 31.25% |
$4.39K - $5.23K
|
253
$12.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19K+ 22.12% |
$726K - $864K
|
105K
$5.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-318- 4.48% |
$12.1K - $14.5K
|
6.78K
$338K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.12K+ 3.85% |
$157K - $187K
|
111K
$5.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-316- 4.07% |
$12.1K - $14.4K
|
7.44K
$371K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 35.07% |
$703K - $838K
|
70.9K
$3.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-684- 10.44% |
$26.1K - $31.1K
|
5.87K
$292K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111New |
$4.24K - $5.05K
|
111
$5.53K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
491+ 5.18% |
$18.8K - $22.3K
|
9.96K
$496K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
899+ 3.94% |
$34.3K - $40.9K
|
23.7K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
14+ 17.07% |
$535 - $637
|
96
$4.78K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.51K- 9.59% |
$95.8K - $114K
|
23.7K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.1K+ 57.85% |
$271K - $323K
|
19.4K
$965K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
156K+ 97.68% |
$5.95M - $7.09M
|
315K
$15.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.38K- 4.24% |
$205K - $245K
|
122K
$6.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.4K+ 5.02% |
$91.8K - $109K
|
50.3K
$2.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
31+ 0.38% |
$1.18K - $1.41K
|
8.11K
$404K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-155- 0.93% |
$5.92K - $7.05K
|
16.5K
$822K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.98K- 40.25% |
$228K - $272K
|
8.88K
$442K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-70- 1.27% |
$2.67K - $3.18K
|
5.44K
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.3K- 77.08% |
$660K - $785K
|
5.13K
$256K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 2.13% |
$344 - $409
|
413
$20.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-150- 0.08% |
$5.73K - $6.82K
|
182K
$9.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-360- 3.86% |
$13.8K - $16.4K
|
8.96K
$446K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
941New |
$35.9K - $42.8K
|
941
$46.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18.1K+ 66.22% |
$693K - $826K
|
45.6K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-1.43K- 47.64% |
$54.7K - $65.1K
|
1.57K
$78.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
23New |
$879 - $1.05K
|
23
$1.15K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-189- 2.96% |
$7.22K - $8.6K
|
6.2K
$309K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 74.36% |
$582K - $693K
|
5.25K
$262K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-328- 2.01% |
$12.5K - $14.9K
|
16K
$796K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8- 0.15% |
$342 - $388
|
5.5K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-172- 0.9% |
$7.36K - $8.34K
|
19K
$945K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.35K- 27.54% |
$186K - $211K
|
11.4K
$570K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 76.31% |
$527K - $597K
|
28.5K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110Closed |
$4.71K - $5.34K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-269- 18.63% |
$11.5K - $13K
|
1.18K
$58.5K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11New |
$471 - $534
|
11
$548
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
620New |
$26.5K - $30.1K
|
620
$30.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.11KNew |
$304K - $345K
|
7.11K
$354K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-273- 50.0% |
$11.7K - $13.2K
|
273
$13.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-151- 73.66% |
$6.46K - $7.33K
|
54
$2.69K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.61KNew |
$197K - $224K
|
4.61K
$230K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
50New |
$2.34K - $2.59K
|
50
$2.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.9KNew |
$229K - $253K
|
4.9K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
436New |
$20.4K - $22.5K
|
436
$21.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.35K- 20.94% |
$110K - $121K
|
8.86K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
232New |
$10.9K - $12K
|
232
$11.6K
|
|