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 |
---|---|---|---|---|---|---|---|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
842+ 0.48% |
$36.2K - $40.7K
|
178K
$8.5M
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.2MNew |
$50.3M - $54.2M
|
1.2M
$57.2M
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
292KNew |
$12.3M - $13.3M
|
292K
$14M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.8K+ 136.28% |
$2.14M - $2.3M
|
88.1K
$4.21M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.2KNew |
$1.69M - $1.82M
|
40.2K
$1.92M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.2K+ 35.56% |
$1.48M - $1.6M
|
134K
$6.42M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34.7K+ 29.29% |
$1.46M - $1.57M
|
153K
$7.32M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.7K+ 31.33% |
$1.33M - $1.44M
|
133K
$6.34M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.8KNew |
$1M - $1.08M
|
23.8K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.5KNew |
$820K - $884K
|
19.5K
$932K
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.2KNew |
$723K - $779K
|
17.2K
$821K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.5K+ 40.64% |
$608K - $656K
|
50K
$2.39M
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13.1K+ 6.84% |
$552K - $594K
|
205K
$9.78M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.8K+ 5762.44% |
$497K - $536K
|
12K
$575K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.36K+ 3.46% |
$268K - $288K
|
190K
$9.1M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.88K+ 19.75% |
$248K - $267K
|
35.7K
$1.71M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.73K+ 10.02% |
$199K - $215K
|
52K
$2.48M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.28K+ 3.38% |
$180K - $194K
|
131K
$6.26M
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.24K+ 3.59% |
$136K - $147K
|
93.5K
$4.47M
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
3KNew |
$126K - $136K
|
3K
$144K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.69K+ 0.54% |
$113K - $122K
|
501K
$24M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.03K+ 21.26% |
$85.3K - $91.9K
|
11.6K
$553K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.92K+ 13.69% |
$81K - $87.2K
|
16K
$764K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.91K+ 34.2% |
$80.4K - $86.6K
|
7.5K
$359K
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.75K+ 4.45% |
$73.6K - $79.3K
|
41.1K
$1.96M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.52K+ 7.92% |
$63.8K - $68.7K
|
20.7K
$988K
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.5K+ 0.89% |
$63K - $67.9K
|
170K
$8.14M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.37K+ 5.71% |
$57.4K - $61.9K
|
25.3K
$1.21M
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.06K+ 4.34% |
$44.4K - $47.8K
|
25.4K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
960+ 7.61% |
$40.4K - $43.5K
|
13.6K
$649K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
741+ 0.85% |
$31.2K - $33.6K
|
87.9K
$4.2M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
720New |
$30.3K - $32.6K
|
720
$34.4K
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
606+ 3.79% |
$25.5K - $27.5K
|
16.6K
$794K
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
587+ 2.87% |
$24.7K - $26.6K
|
21K
$1.01M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
514+ 1.65% |
$21.6K - $23.3K
|
31.6K
$1.51M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
407+ 2.97% |
$17.1K - $18.5K
|
14.1K
$675K
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
291+ 2.0% |
$12.2K - $13.2K
|
14.9K
$711K
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
250+ 1.2% |
$10.5K - $11.3K
|
21K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
226+ 403.57% |
$9.51K - $10.2K
|
282
$13.5K
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
211+ 2.1% |
$8.88K - $9.57K
|
10.2K
$490K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
80New |
$3.37K - $3.63K
|
80
$3.82K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30+ 2.09% |
$1.26K - $1.36K
|
1.47K
$70.2K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.25% |
$42.1 - $45.3
|
406
$19.4K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.8K+ 68.81% |
$4M - $4.33M
|
235K
$11.2M
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
13.9KNew |
$579K - $627K
|
13.9K
$663K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.4K+ 123.35% |
$558K - $605K
|
24.2K
$1.16M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
7.81KNew |
$326K - $353K
|
7.81K
$374K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.75K+ 13.88% |
$156K - $169K
|
30.7K
$1.47M
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.17K+ 7.38% |
$90.5K - $97.9K
|
31.5K
$1.51M
|