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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-473K- 36.51% |
$19.8M - $21.4M
|
823K
$35.8M
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-121K- 22.28% |
$5.07M - $5.49M
|
424K
$18.4M
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-50.6K- 75.99% |
$2.11M - $2.29M
|
16K
$696K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.2K- 7.66% |
$1.93M - $2.09M
|
557K
$24.2M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22.1K- 55.51% |
$921K - $997K
|
17.7K
$770K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.9K- 39.39% |
$788K - $853K
|
29K
$1.26M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 23.55% |
$607K - $658K
|
47.2K
$2.06M
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-13.2K- 67.27% |
$551K - $597K
|
6.42K
$280K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.8K- 45.68% |
$493K - $534K
|
14.1K
$612K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.94K- 25.19% |
$373K - $404K
|
26.6K
$1.16M
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-4.6K- 13.81% |
$192K - $208K
|
28.7K
$1.25M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.38K- 99.97% |
$141K - $153K
|
1
$43.5
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3K- 13.74% |
$125K - $135K
|
18.8K
$819K
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.46K- 1.35% |
$103K - $111K
|
180K
$7.85M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.17K- 19.32% |
$90.4K - $97.9K
|
9.04K
$394K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.17K- 19.32% |
$90.4K - $97.9K
|
9.04K
$394K
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.62K- 8.23% |
$67.8K - $73.4K
|
18.1K
$788K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.55K- 4.74% |
$64.5K - $69.9K
|
31.1K
$1.35M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.54K- 21.24% |
$64.1K - $69.4K
|
5.69K
$248K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-1.19K- 1.42% |
$49.8K - $54K
|
82.9K
$3.61M
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-771- 5.03% |
$32.2K - $34.8K
|
14.6K
$634K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-674- 5.02% |
$28.1K - $30.5K
|
12.8K
$555K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-530- 38.66% |
$22.1K - $24K
|
841
$36.6K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-103- 0.75% |
$4.3K - $4.66K
|
13.7K
$597K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-60- 1.88% |
$2.5K - $2.71K
|
3.14K
$137K
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-29- 0.02% |
$1.21K - $1.31K
|
162K
$7.07M
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10- 62.5% |
$417 - $452
|
6
$261
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.01% |
$41.7 - $45.2
|
14.3K
$622K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-31K- 2.69% |
$1.14M - $1.39M
|
1.12M
$48.8M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.39K- 89.95% |
$125K - $151K
|
378
$16.5K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.6K- 34.21% |
$96K - $116K
|
5K
$218K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 43.79% |
$62.8K - $76.1K
|
2.18K
$95K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-817- 14.66% |
$30.2K - $36.6K
|
4.76K
$207K
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-592- 1.19% |
$21.9K - $26.5K
|
49.3K
$2.14M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-557- 13.72% |
$20.6K - $24.9K
|
3.5K
$153K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-207- 2.77% |
$7.64K - $9.26K
|
7.28K
$317K
|
|
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
$256K
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.22K- 31.2% |
$83.7K - $90.8K
|
4.89K
$213K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59- 1.07% |
$2.23K - $2.42K
|
5.44K
$237K
|
|
Q1 2023 | |||||||
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.89K- 43.09% |
$261K - $300K
|
9.1K
$396K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-76- 0.59% |
$2.9K - $3.18K
|
12.7K
$555K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-42KClosed |
$1.53M - $1.86M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-30.5KClosed |
$1.11M - $1.35M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-326Closed |
$11.8K - $14.4K
|
0
$0
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-100- 2.33% |
$3.63K - $4.43K
|
4.2K
$183K
|
|
Q1 2022 | |||||||
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-37.9KClosed |
$1.55M - $1.77M
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.8KClosed |
$812K - $925K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.55KClosed |
$186K - $212K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.66KClosed |
$68.1K - $77.5K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.57KClosed |
$112K - $123K
|
0
$0
|