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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18.1K+ 66.22% |
$693K - $826K
|
45.6K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.08K+ 13.71% |
$156K - $185K
|
33.8K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.36K+ 1.89% |
$52K - $62K
|
73.5K
$3.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
964+ 3.76% |
$36.8K - $43.9K
|
26.6K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
941New |
$35.9K - $42.8K
|
941
$43.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
23New |
$879 - $1.05K
|
23
$1.06K
|
|
| Q1 2025 | |||||||
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
65.8K+ 17.17% |
$2.82M - $3.19M
|
449K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.6KNew |
$1.69M - $1.92M
|
39.6K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.4K+ 60.51% |
$1.39M - $1.57M
|
85.9K
$3.96M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.9K+ 5.02% |
$1.32M - $1.5M
|
646K
$29.8M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
30.1K+ 2.43% |
$1.29M - $1.46M
|
1.27M
$58.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2K+ 100.39% |
$823K - $934K
|
38.4K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
18.6K+ 14.89% |
$794K - $900K
|
143K
$6.59M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.4K+ 9.43% |
$788K - $894K
|
214K
$9.85M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 2.75% |
$645K - $731K
|
564K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.1K+ 9.41% |
$603K - $683K
|
164K
$7.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13.7K+ 6.0% |
$588K - $666K
|
243K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 76.31% |
$527K - $597K
|
28.5K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.36K+ 2.07% |
$400K - $454K
|
461K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.18K+ 4.61% |
$350K - $397K
|
186K
$8.55M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
7.8K+ 24.85% |
$334K - $378K
|
39.2K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.11KNew |
$304K - $345K
|
7.11K
$328K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
5.35K+ 3.02% |
$229K - $259K
|
182K
$8.4M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5K+ 100.42% |
$214K - $243K
|
9.99K
$460K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.61KNew |
$197K - $224K
|
4.61K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.45K+ 9.26% |
$190K - $216K
|
52.5K
$2.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.51K+ 3.39% |
$150K - $170K
|
107K
$4.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.08K+ 3.16% |
$132K - $149K
|
101K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.87K+ 9.61% |
$123K - $139K
|
32.7K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.69K+ 4.35% |
$115K - $131K
|
64.6K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.45K+ 5.38% |
$105K - $119K
|
47.9K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.33K+ 5.18% |
$99.8K - $113K
|
47.4K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.11KNew |
$90.2K - $102K
|
2.11K
$97.1K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 8.63% |
$62.5K - $70.9K
|
18.4K
$847K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.05K+ 4.93% |
$45K - $51K
|
22.4K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
878+ 3.47% |
$37.6K - $42.6K
|
26.2K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
837+ 0.67% |
$35.8K - $40.6K
|
126K
$5.79M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
732+ 8.38% |
$31.3K - $35.5K
|
9.47K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
620New |
$26.5K - $30.1K
|
620
$28.6K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
451+ 8.36% |
$19.3K - $21.9K
|
5.84K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
366+ 0.26% |
$15.7K - $17.8K
|
141K
$6.48M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
363+ 1.62% |
$15.5K - $17.6K
|
22.8K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
226New |
$9.67K - $11K
|
226
$10.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153+ 0.66% |
$6.55K - $7.42K
|
23.3K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
82New |
$3.51K - $3.98K
|
82
$3.78K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
18+ 0.22% |
$770 - $873
|
8.08K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11+ 0.14% |
$471 - $534
|
7.76K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11New |
$471 - $534
|
11
$507
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7+ 1.71% |
$299 - $340
|
416
$19.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.24% |
$42.8 - $48.5
|
422
$19.4K
|
|