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 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-99Closed |
$4.31K - $4.75K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.57KClosed |
$112K - $123K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-47Closed |
$1.94K - $2.11K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-464Closed |
$19.3K - $21K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-546Closed |
$22.8K - $24.7K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.23KClosed |
$51.2K - $55.6K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-65Closed |
$2.71K - $2.94K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-250KClosed |
$8.99M - $11.1M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-49.1KClosed |
$1.76M - $2.18M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-20KClosed |
$716K - $888K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-10.2KClosed |
$294K - $371K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 26, 2020
Q3 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-12.4KClosed |
$327K - $378K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-10.6KClosed |
$210K - $314K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-500Closed |
$9.45K - $16.6K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.1KClosed |
$266K - $467K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-115KClosed |
$2.17M - $3.82M
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-314KClosed |
$5.93M - $10.4M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-65Closed |
$1.91K - $2.12K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 28, 2019
Q3 2019
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.71MClosed |
$49.3M - $53.5M
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-16.4KClosed |
$474K - $513K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.68KClosed |
$48.5K - $53.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Allworth Financial LP
|
SELL
|
- |
-51Closed |
$1.35K - $1.59K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 06, 2019
Q4 2018
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.98KClosed |
$50.4K - $64.1K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Dec 06, 2018
Q3 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-844Closed |
$26.7K - $28.1K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-221Closed |
$6.99K - $7.36K
|
0
$0
|
|