Latest Institutional Purchases of J P Morgan Diversified Return (JPSE)

JPSE Quotes by TradingView

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, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 13, 2025 Q1 2025
Wells Fargo & Company

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
Q4 2024
Jun 06, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
85.3K
+ 166.83%
$3.99M - $4.41M
136K $6.28M
Feb 14, 2025 Q4 2024
Two Sigma Investments, LP

New York, NY
BUY
 -
4.9K
New
$229K - $253K
4.9K $226K
Feb 14, 2025 Q4 2024
Ubs Group Ag

BUY
 -
436
New
$20.4K - $22.5K
436 $20.1K
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
232
New
$10.9K - $12K
232 $10.7K
Feb 10, 2025 Q4 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
130
New
$6.08K - $6.72K
130 $5.99K
Feb 04, 2025 Q4 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
101
+ 80.16%
$4.72K - $5.22K
227 $10.5K
Feb 14, 2025 Q4 2024
Comerica Bank

BUY
 -
50
New
$2.34K - $2.59K
50 $2.3K
Feb 11, 2025 Q4 2024
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
38
+ 0.27%
$1.78K - $1.96K
14.3K $660K
Q3 2024
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
522K
+ 1239.45%
$22.5M - $25.2M
564K $26M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
52.2K
+ 7.16%
$2.24M - $2.52M
781K $36M
Oct 16, 2024 Q3 2024
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
11K
New
$475K - $533K
11K $508K
Nov 25, 2024 Q3 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
8.32K
New
$358K - $402K
8.32K $383K
Nov 14, 2024 Q3 2024
Zega Financial, LLC

Palm Beach Gardens, FL
BUY
 -
7.71K
+ 44.9%
$332K - $372K
24.9K $1.15M
Nov 13, 2024 Q3 2024
Parallel Advisors, LLC

BUY
 -
70
New
$3.01K - $3.38K
70 $3.22K
Q2 2024
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
720
New
$30.3K - $32.6K
720 $33.2K
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
226
+ 403.57%
$9.51K - $10.2K
282 $13K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
80
New
$3.37K - $3.63K
80 $3.68K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
30
+ 2.09%
$1.26K - $1.36K
1.47K $67.6K
Q1 2024
May 14, 2024 Q1 2024
Boston Mountain Money Management Inc

Bentonville, AR
BUY
 -
13.9K
New
$579K - $627K
13.9K $639K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
13.4K
+ 123.35%
$558K - $605K
24.2K $1.12M
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
3.75K
+ 13.88%
$156K - $169K
30.7K $1.42M
May 13, 2024 Q1 2024
Personal Cfo Solutions, LLC

BUY
 -
2.17K
+ 7.38%
$90.5K - $97.9K
31.5K $1.45M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
985
+ 21.46%
$41.1K - $44.5K
5.58K $257K
Apr 17, 2024 Q1 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
181
New
$7.55K - $8.18K
181 $8.34K
May 08, 2024 Q1 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
116
+ 46.03%
$4.84K - $5.24K
368 $17K
Apr 12, 2024 Q1 2024
Advisor Net Financial, Inc

BUY
 -
65
New
$2.71K - $2.94K
65 $2.99K
Apr 29, 2024 Q1 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
32
New
$1.34K - $1.45K
32 $1.47K
Apr 23, 2024 Q1 2024
Global Retirement Partners, LLC

BUY
 -
2
+ 4.08%
$83.5 - $90.4
51 $2.35K
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1
New
$41.7 - $45.2
1 $46.1
Q4 2023
Feb 09, 2024 Q4 2023
Mendel Money Management

Northbrook, IL
BUY
 PUT
9.64K
New
$356K - $431K
9.64K $444K
Jan 19, 2024 Q4 2023
Hengehold Capital Management LLC

BUY
 -
4.76K
New
$176K - $213K
4.76K $219K
Jan 31, 2024 Q4 2023
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
805
New
$29.7K - $36K
805 $37.1K
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
742
New
$27.4K - $33.2K
742 $34.2K
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

BUY
 -
2
+ 0.99%
$73.8 - $89.5
204 $9.4K
Q3 2023
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
1.7K
New
$66K - $73.4K
1.7K $78.4K
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
60
New
$2.33K - $2.59K
60 $2.76K
Q2 2023
Jul 13, 2023 Q2 2023
Systelligence, LLC

BUY
 -
170K
+ 140.03%
$6.41M - $6.95M
291K $13.4M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
18K
New
$680K - $737K
18K $829K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
11.2K
New
$424K - $460K
11.2K $517K
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
5.05K
New
$191K - $207K
5.05K $232K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
85
New
$3.21K - $3.48K
85 $3.92K
Jul 10, 2023 Q2 2023
City State Bank

Norwalk, IA
BUY
 -
57
New
$2.15K - $2.33K
57 $2.63K
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 $7.77M
May 04, 2023 Q1 2023
Andesa Financial Management Inc.

BUY
 -
72.6K
+ 116.42%
$2.75M - $3.16M
135K $6.21M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
455
New
$17.3K - $19.8K
455 $21K
Apr 14, 2023 Q1 2023
First Command Advisory Services, Inc.

BUY
 -
210
New
$7.96K - $9.14K
210 $9.67K
May 08, 2023 Q1 2023
Institutional & Family Asset Management, LLC

BUY
 -
93
New
$3.53K - $4.05K
93 $4.28K

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