Latest Institutional Purchases of J P Morgan Diversified Return (JPSE)
This list provides information on the latest institutional transactions involving J P Morgan Diversified Return (JPSE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4MNew |
$65.3M - $72.1M
|
1.4M
$65.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
142K+ 58.62% |
$6.62M - $7.32M
|
383K
$18M
|
|
|
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 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.1K+ 13.21% |
$3M - $3.31M
|
549K
$25.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62K+ 11.22% |
$2.9M - $3.21M
|
615K
$28.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
31.4KNew |
$1.47M - $1.62M
|
31.4K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.6K+ 63.75% |
$1.29M - $1.43M
|
70.9K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
26K+ 2.15% |
$1.22M - $1.34M
|
1.24M
$58.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.1K+ 8.93% |
$1.08M - $1.19M
|
282K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.8KNew |
$739K - $817K
|
15.8K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.84K+ 4.02% |
$413K - $457K
|
229K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.8K+ 7.85% |
$365K - $403K
|
107K
$5.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.98K+ 4.89% |
$326K - $361K
|
150K
$7.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.94K+ 32.41% |
$325K - $359K
|
28.4K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
6.63KNew |
$310K - $343K
|
6.63K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.58KNew |
$261K - $289K
|
5.58K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.39KNew |
$252K - $279K
|
5.39K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.02K+ 5.42% |
$235K - $259K
|
97.5K
$4.58M
|
|
|
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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.6K+ 2.41% |
$215K - $238K
|
195K
$9.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.4K+ 8.07% |
$159K - $176K
|
45.5K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.38K+ 24.91% |
$158K - $175K
|
16.9K
$796K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.28K+ 11.26% |
$107K - $118K
|
22.6K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.23K+ 8.95% |
$104K - $115K
|
27.2K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
831+ 12.02% |
$38.9K - $43K
|
7.75K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
820+ 3.17% |
$38.4K - $42.4K
|
26.7K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
772+ 1.63% |
$36.1K - $39.9K
|
48.1K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
725+ 9.05% |
$33.9K - $37.5K
|
8.74K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
705+ 3.42% |
$33K - $36.4K
|
21.3K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
543+ 1.03% |
$25.4K - $28.1K
|
53.5K
$2.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
470+ 2.14% |
$22K - $24.3K
|
22.4K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
436New |
$20.4K - $22.5K
|
436
$20.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
333+ 1.13% |
$15.6K - $17.2K
|
29.8K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
273New |
$12.8K - $14.1K
|
273
$12.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
232New |
$10.9K - $12K
|
232
$10.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
192+ 1.15% |
$8.98K - $9.93K
|
16.8K
$791K
|
|
|
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 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
101+ 80.16% |
$4.72K - $5.22K
|
227
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
70+ 175.0% |
$3.27K - $3.62K
|
110
$5.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
50New |
$2.34K - $2.59K
|
50
$2.35K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46+ 106.98% |
$2.15K - $2.38K
|
89
$4.18K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
38+ 0.27% |
$1.78K - $1.96K
|
14.3K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35+ 0.04% |
$1.64K - $1.81K
|
84.7K
$3.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
30+ 0.18% |
$1.4K - $1.55K
|
17K
$800K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
29+ 0.11% |
$1.36K - $1.5K
|
26.5K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 3.19% |
$608 - $672
|
421
$19.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4+ 0.03% |
$187 - $207
|
14.9K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.74% |
$140 - $155
|
409
$19.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$46.8 - $51.7
|
1
$47
|