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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 74.36% |
$582K - $693K
|
5.25K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-5.95K- 4.49% |
$227K - $270K
|
127K
$5.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-1.43K- 47.64% |
$54.7K - $65.1K
|
1.57K
$72.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-328- 2.01% |
$12.5K - $14.9K
|
16K
$736K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-191- 98.45% |
$7.3K - $8.69K
|
3
$138
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-189- 2.96% |
$7.22K - $8.6K
|
6.2K
$286K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-673K- 89.94% |
$28.8M - $32.7M
|
75.3K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-73.1K- 5.24% |
$3.13M - $3.55M
|
1.32M
$60.9M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.3K- 60.27% |
$439K - $498K
|
6.76K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.81K- 31.51% |
$334K - $379K
|
17K
$782K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.14K- 5.32% |
$305K - $346K
|
127K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6.25K- 3.82% |
$268K - $303K
|
157K
$7.25M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.35K- 27.54% |
$186K - $211K
|
11.4K
$527K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.35K- 16.07% |
$101K - $114K
|
12.3K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.07K- 21.75% |
$88.4K - $100K
|
7.44K
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.52K- 0.95% |
$65.1K - $73.8K
|
160K
$7.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.27K- 4.46% |
$54.1K - $61.4K
|
27.1K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-952- 11.99% |
$40.7K - $46.2K
|
6.99K
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-838- 5.34% |
$35.8K - $40.7K
|
14.9K
$684K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-680- 3.02% |
$29.1K - $33K
|
21.9K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-332- 2.23% |
$14.2K - $16.1K
|
14.5K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-302- 0.11% |
$12.9K - $14.7K
|
281K
$13M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-273- 50.0% |
$11.7K - $13.2K
|
273
$12.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-269- 18.63% |
$11.5K - $13K
|
1.18K
$54.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-235- 2.46% |
$10.1K - $11.4K
|
9.32K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-172- 0.9% |
$7.36K - $8.34K
|
19K
$874K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-160- 2.2% |
$6.84K - $7.76K
|
7.1K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-159- 0.95% |
$6.8K - $7.71K
|
16.7K
$767K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-151- 73.66% |
$6.46K - $7.33K
|
54
$2.49K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110Closed |
$4.71K - $5.34K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-77- 1.16% |
$3.29K - $3.74K
|
6.55K
$302K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-68- 1.38% |
$2.91K - $3.3K
|
4.87K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-68- 1.22% |
$2.91K - $3.3K
|
5.51K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43- 48.31% |
$1.84K - $2.09K
|
46
$2.12K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-26- 2.31% |
$1.11K - $1.26K
|
1.1K
$50.7K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8- 0.15% |
$342 - $388
|
5.5K
$253K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.35K- 20.94% |
$110K - $121K
|
8.86K
$408K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-400- 50.0% |
$18.7K - $20.7K
|
400
$18.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.7K- 57.82% |
$591K - $663K
|
10K
$462K
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-619- 11.82% |
$26.6K - $29.9K
|
4.62K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-340- 99.13% |
$14.6K - $16.4K
|
3
$138
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-204- 6.51% |
$8.78K - $9.85K
|
2.93K
$135K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30K- 71.13% |
$1.26M - $1.36M
|
12.2K
$561K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-181- 2.0% |
$7.62K - $8.21K
|
8.86K
$408K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22.1K- 55.51% |
$921K - $997K
|
17.7K
$814K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10- 62.5% |
$417 - $452
|
6
$276
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-817- 14.66% |
$30.2K - $36.6K
|
4.76K
$219K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27.7K- 82.49% |
$1.05M - $1.14M
|
5.89K
$271K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.22K- 31.2% |
$83.7K - $90.8K
|
4.89K
$225K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59- 1.07% |
$2.23K - $2.42K
|
5.44K
$251K
|
|