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 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
522K+ 1239.45% |
$22.5M - $25.2M
|
564K
$26.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.2K+ 7.16% |
$2.24M - $2.52M
|
781K
$37.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
40.8K+ 13.94% |
$1.75M - $1.97M
|
333K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.3K+ 260.51% |
$1.35M - $1.51M
|
43.3K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
15.5K+ 1.3% |
$669K - $750K
|
1.21M
$57.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
15.4K+ 7.54% |
$664K - $745K
|
220K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 8.95% |
$504K - $566K
|
143K
$6.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
11KNew |
$475K - $533K
|
11K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.7K+ 30.11% |
$462K - $519K
|
46.4K
$2.21M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.32KNew |
$358K - $402K
|
8.32K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.71K+ 44.9% |
$332K - $372K
|
24.9K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.3K+ 51.71% |
$314K - $352K
|
21.4K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
5.88K+ 6.29% |
$253K - $284K
|
99.4K
$4.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.6K+ 5.23% |
$198K - $222K
|
92.5K
$4.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.43KNew |
$191K - $214K
|
4.43K
$211K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.32K+ 3.22% |
$186K - $209K
|
139K
$6.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.95K+ 12.55% |
$127K - $142K
|
26.5K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.94K+ 5.87% |
$126K - $142K
|
53K
$2.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.35K+ 26.48% |
$101K - $113K
|
11.2K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.04K+ 0.8% |
$87.8K - $98.5K
|
258K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.85K+ 0.77% |
$79.5K - $89.2K
|
242K
$11.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 8.72% |
$78.9K - $88.5K
|
22.9K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.74K+ 1.13% |
$74.7K - $83.9K
|
155K
$7.37M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6K+ 10.03% |
$68.9K - $77.3K
|
17.6K
$836K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.45K+ 10.1% |
$62.3K - $69.9K
|
15.8K
$751K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.03K+ 2.51% |
$44.3K - $49.7K
|
42.1K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
942+ 4.48% |
$40.5K - $45.5K
|
22K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
892+ 11.89% |
$38.4K - $43.1K
|
8.39K
$399K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
842+ 0.48% |
$36.2K - $40.7K
|
178K
$8.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
562+ 0.32% |
$24.2K - $27.1K
|
178K
$8.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
541+ 0.28% |
$23.3K - $26.1K
|
191K
$9.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
520+ 2.05% |
$22.4K - $25.1K
|
25.9K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
422+ 50.18% |
$18.2K - $20.4K
|
1.26K
$60.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
353+ 1.37% |
$15.2K - $17K
|
26.2K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
336+ 0.21% |
$14.5K - $16.2K
|
162K
$7.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
126New |
$5.42K - $6.08K
|
126
$6K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
109+ 1.37% |
$4.69K - $5.26K
|
8.09K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
70New |
$3.01K - $3.38K
|
70
$3.33K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40New |
$1.72K - $1.93K
|
40
$1.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
27+ 0.16% |
$1.16K - $1.3K
|
16.6K
$791K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
27+ 0.19% |
$1.16K - $1.3K
|
14.3K
$680K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
22+ 0.32% |
$947 - $1.06K
|
6.92K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2+ 0.01% |
$86.1 - $96.6
|
14.9K
$707K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$43 - $48.3
|
406
$19.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
720New |
$30.3K - $32.6K
|
720
$34.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
226+ 403.57% |
$9.51K - $10.2K
|
282
$13.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
80New |
$3.37K - $3.63K
|
80
$3.81K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30+ 2.09% |
$1.26K - $1.36K
|
1.47K
$69.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.25% |
$42.1 - $45.3
|
406
$19.3K
|
|