Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-526K- 39.76% |
$20.1M - $23.9M
|
796K
$37M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-358K- 79.74% |
$13.7M - $16.3M
|
91K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-145K- 31.34% |
$5.52M - $6.58M
|
317K
$14.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-45.6K- 32.42% |
$1.74M - $2.07M
|
95K
$4.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.8K- 70.16% |
$1.06M - $1.26M
|
11.8K
$549K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-19.4K- 1.53% |
$740K - $881K
|
1.25M
$58M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.8K- 6.33% |
$681K - $810K
|
263K
$12.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.3K- 77.08% |
$660K - $785K
|
5.13K
$238K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 74.36% |
$582K - $693K
|
5.25K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.47K- 46.05% |
$324K - $385K
|
9.93K
$461K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.98K- 40.25% |
$228K - $272K
|
8.88K
$412K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-5.95K- 4.49% |
$227K - $270K
|
127K
$5.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.38K- 4.24% |
$205K - $245K
|
122K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.03K- 10.49% |
$154K - $183K
|
34.4K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.16K- 4.89% |
$121K - $144K
|
61.5K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.74K- 16.13% |
$105K - $125K
|
14.2K
$661K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.51K- 9.59% |
$95.8K - $114K
|
23.7K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.33K- 31.37% |
$89.1K - $106K
|
5.1K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.43K- 0.91% |
$54.7K - $65.1K
|
156K
$7.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-1.43K- 47.64% |
$54.7K - $65.1K
|
1.57K
$73.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.2K- 17.16% |
$45.8K - $54.5K
|
5.79K
$269K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-874- 41.46% |
$33.4K - $39.8K
|
1.23K
$57.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-684- 10.44% |
$26.1K - $31.1K
|
5.87K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-659- 2.83% |
$25.2K - $30K
|
22.6K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-501- 7.41% |
$19.1K - $22.8K
|
6.26K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-406- 2.79% |
$15.5K - $18.5K
|
14.1K
$656K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-360- 3.86% |
$13.8K - $16.4K
|
8.96K
$416K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-328- 2.01% |
$12.5K - $14.9K
|
16K
$742K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-318- 4.48% |
$12.1K - $14.5K
|
6.78K
$315K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-316- 4.07% |
$12.1K - $14.4K
|
7.44K
$346K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-191- 98.45% |
$7.3K - $8.69K
|
3
$139
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-189- 2.96% |
$7.22K - $8.6K
|
6.2K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-179- 63.48% |
$6.84K - $8.14K
|
103
$4.78K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-155- 0.93% |
$5.92K - $7.05K
|
16.5K
$767K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-150- 0.08% |
$5.73K - $6.82K
|
182K
$8.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-115- 31.25% |
$4.39K - $5.23K
|
253
$11.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-70- 1.27% |
$2.67K - $3.18K
|
5.44K
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 2.13% |
$344 - $409
|
413
$19.2K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.35K- 27.54% |
$186K - $211K
|
11.4K
$532K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-273- 50.0% |
$11.7K - $13.2K
|
273
$12.7K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-269- 18.63% |
$11.5K - $13K
|
1.18K
$54.6K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-172- 0.9% |
$7.36K - $8.34K
|
19K
$881K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-151- 73.66% |
$6.46K - $7.33K
|
54
$2.51K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110Closed |
$4.71K - $5.34K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-26- 2.31% |
$1.11K - $1.26K
|
1.1K
$51.1K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8- 0.15% |
$342 - $388
|
5.5K
$255K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.35K- 20.94% |
$110K - $121K
|
8.86K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-400- 50.0% |
$18.7K - $20.7K
|
400
$18.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.7K- 57.82% |
$591K - $663K
|
10K
$466K
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-619- 11.82% |
$26.6K - $29.9K
|
4.62K
$215K
|
|