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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
13.9KNew |
$579K - $627K
|
13.9K
$657K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.4K+ 123.35% |
$558K - $605K
|
24.2K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
7.81KNew |
$326K - $353K
|
7.81K
$370K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.75K+ 13.88% |
$156K - $169K
|
30.7K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.17K+ 7.38% |
$90.5K - $97.9K
|
31.5K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
985+ 21.46% |
$41.1K - $44.5K
|
5.58K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
181New |
$7.55K - $8.18K
|
181
$8.57K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
116+ 46.03% |
$4.84K - $5.24K
|
368
$17.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
65New |
$2.71K - $2.94K
|
65
$3.08K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
32New |
$1.34K - $1.45K
|
32
$1.52K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 4.08% |
$83.5 - $90.4
|
51
$2.42K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$41.7 - $45.2
|
1
$47.4
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
9.64KNew |
$356K - $431K
|
9.64K
$457K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.76KNew |
$176K - $213K
|
4.76K
$226K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
805New |
$29.7K - $36K
|
805
$38.1K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
742New |
$27.4K - $33.2K
|
742
$35.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.99% |
$73.8 - $89.5
|
204
$9.66K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.7KNew |
$66K - $73.4K
|
1.7K
$80.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
60New |
$2.33K - $2.59K
|
60
$2.84K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
BUY
|
- |
170K+ 140.03% |
$6.41M - $6.95M
|
291K
$13.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18KNew |
$680K - $737K
|
18K
$852K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.2KNew |
$424K - $460K
|
11.2K
$532K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.05KNew |
$191K - $207K
|
5.05K
$239K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
85New |
$3.21K - $3.48K
|
85
$4.03K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
57New |
$2.15K - $2.33K
|
57
$2.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
54New |
$2.04K - $2.21K
|
54
$2.56K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
75.5K+ 81.11% |
$2.86M - $3.29M
|
169K
$7.99M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
72.6K+ 116.42% |
$2.75M - $3.16M
|
135K
$6.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
455New |
$17.3K - $19.8K
|
455
$21.6K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
210New |
$7.96K - $9.14K
|
210
$9.95K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
125+ 18.52% |
$4.74K - $5.44K
|
800
$37.9K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
93New |
$3.53K - $4.05K
|
93
$4.41K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
61+ 244.0% |
$2.31K - $2.66K
|
86
$4.07K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43New |
$1.63K - $1.87K
|
43
$2.04K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
10.9KNew |
$393K - $455K
|
10.9K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.4K+ 115.56% |
$50.7K - $58.7K
|
2.62K
$124K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
240New |
$8.66K - $10K
|
240
$11.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
58New |
$2.09K - $2.42K
|
58
$2.75K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
175New |
$6.16K - $7.57K
|
175
$8.29K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.44KNew |
$198K - $241K
|
5.44K
$258K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75New |
$2.73K - $3.32K
|
75
$3.55K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
46New |
$1.88K - $2.15K
|
46
$2.18K
|
|