Purchases and Sales Made in Q2 2025 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q2 2025. The information is specifically focused on institutions that hold shares of J P MORGAN DIVERSIFIED RETURN .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18.1K+ 66.22% |
$693K - $826K
|
45.6K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.08K+ 13.71% |
$156K - $185K
|
33.8K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.36K+ 1.89% |
$52K - $62K
|
73.5K
$3.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
964+ 3.76% |
$36.8K - $43.9K
|
26.6K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
23New |
$879 - $1.05K
|
23
$1.06K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-189- 2.96% |
$7.22K - $8.6K
|
6.2K
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-191- 98.45% |
$7.3K - $8.69K
|
3
$138
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-328- 2.01% |
$12.5K - $14.9K
|
16K
$736K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-1.43K- 47.64% |
$54.7K - $65.1K
|
1.57K
$72.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-5.95K- 4.49% |
$227K - $270K
|
127K
$5.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 74.36% |
$582K - $693K
|
5.25K
$242K
|