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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 28.86% |
$7.12M - $8.48M
|
832K
$38.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
156K+ 97.68% |
$5.95M - $7.09M
|
315K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.6K+ 159.64% |
$3.12M - $3.71M
|
133K
$6.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.6K+ 16.22% |
$1.01M - $1.21M
|
190K
$8.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
26.5KNew |
$1.01M - $1.2M
|
26.5K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19K+ 22.12% |
$726K - $864K
|
105K
$4.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 35.07% |
$703K - $838K
|
70.9K
$3.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18.1K+ 66.22% |
$693K - $826K
|
45.6K
$2.12M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.2KNew |
$618K - $736K
|
16.2K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.22K+ 4.31% |
$352K - $420K
|
223K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.72K+ 1.37% |
$295K - $351K
|
572K
$26.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.56K+ 7.51% |
$289K - $344K
|
108K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
7.54K+ 5.27% |
$288K - $343K
|
151K
$7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.1K+ 57.85% |
$271K - $323K
|
19.4K
$900K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.87K+ 9.13% |
$262K - $313K
|
82.1K
$3.82M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.86K+ 99.82% |
$186K - $221K
|
9.74K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.85K+ 3.86% |
$185K - $221K
|
131K
$6.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.12K+ 3.85% |
$157K - $187K
|
111K
$5.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.08K+ 13.71% |
$156K - $185K
|
33.8K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.67K+ 7.75% |
$140K - $167K
|
51.1K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.49K+ 10.68% |
$133K - $159K
|
36.2K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.31K+ 1.78% |
$126K - $150K
|
189K
$8.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.4K+ 5.02% |
$91.8K - $109K
|
50.3K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.97K+ 5.02% |
$75.1K - $89.4K
|
41.1K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.74K+ 6.43% |
$66.5K - $79.2K
|
28.8K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.36K+ 1.89% |
$52K - $62K
|
73.5K
$3.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
964+ 3.76% |
$36.8K - $43.9K
|
26.6K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
941New |
$35.9K - $42.8K
|
941
$43.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
899+ 3.94% |
$34.3K - $40.9K
|
23.7K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
491+ 5.18% |
$18.8K - $22.3K
|
9.96K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
442+ 7.56% |
$16.9K - $20.1K
|
6.29K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
155+ 336.96% |
$5.92K - $7.05K
|
201
$9.34K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111New |
$4.24K - $5.05K
|
111
$5.16K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
99+ 0.45% |
$3.78K - $4.5K
|
22K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
51+ 0.02% |
$1.95K - $2.32K
|
243K
$11.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
31+ 0.38% |
$1.18K - $1.41K
|
8.11K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
23New |
$879 - $1.05K
|
23
$1.07K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20New |
$764 - $910
|
20
$929
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
14+ 17.07% |
$535 - $637
|
96
$4.46K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$38.2 - $45.5
|
417
$19.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 76.31% |
$527K - $597K
|
28.5K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.11KNew |
$304K - $345K
|
7.11K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.61KNew |
$197K - $224K
|
4.61K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
620New |
$26.5K - $30.1K
|
620
$28.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
226New |
$9.67K - $11K
|
226
$10.5K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11New |
$471 - $534
|
11
$511
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.9KNew |
$229K - $253K
|
4.9K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
436New |
$20.4K - $22.5K
|
436
$20.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
232New |
$10.9K - $12K
|
232
$10.8K
|
|