Purchases and Sales Made in Q4 2024 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4MNew |
$65.3M - $72.1M
|
1.4M
$65.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
142K+ 58.62% |
$6.62M - $7.32M
|
383K
$18M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
92.5K+ 850.01% |
$4.33M - $4.78M
|
103K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.1K+ 13.21% |
$3M - $3.31M
|
549K
$25.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62K+ 11.22% |
$2.9M - $3.21M
|
615K
$28.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
31.4KNew |
$1.47M - $1.62M
|
31.4K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.6K+ 63.75% |
$1.29M - $1.43M
|
70.9K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
26K+ 2.15% |
$1.22M - $1.34M
|
1.24M
$58.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.1K+ 8.93% |
$1.08M - $1.19M
|
282K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.8KNew |
$739K - $817K
|
15.8K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.84K+ 4.02% |
$413K - $457K
|
229K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.8K+ 7.85% |
$365K - $403K
|
107K
$5.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.98K+ 4.89% |
$326K - $361K
|
150K
$7.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.94K+ 32.41% |
$325K - $359K
|
28.4K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
6.63KNew |
$310K - $343K
|
6.63K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.58KNew |
$261K - $289K
|
5.58K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.39KNew |
$252K - $279K
|
5.39K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.02K+ 5.42% |
$235K - $259K
|
97.5K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.9KNew |
$229K - $253K
|
4.9K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.6K+ 2.41% |
$215K - $238K
|
195K
$9.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.4K+ 8.07% |
$159K - $176K
|
45.5K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.38K+ 24.91% |
$158K - $175K
|
16.9K
$796K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.28K+ 11.26% |
$107K - $118K
|
22.6K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.23K+ 8.95% |
$104K - $115K
|
27.2K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
831+ 12.02% |
$38.9K - $43K
|
7.75K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
820+ 3.17% |
$38.4K - $42.4K
|
26.7K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
772+ 1.63% |
$36.1K - $39.9K
|
48.1K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
725+ 9.05% |
$33.9K - $37.5K
|
8.74K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
705+ 3.42% |
$33K - $36.4K
|
21.3K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
543+ 1.03% |
$25.4K - $28.1K
|
53.5K
$2.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
470+ 2.14% |
$22K - $24.3K
|
22.4K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
436New |
$20.4K - $22.5K
|
436
$20.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
333+ 1.13% |
$15.6K - $17.2K
|
29.8K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
273New |
$12.8K - $14.1K
|
273
$12.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
232New |
$10.9K - $12K
|
232
$10.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
192+ 1.15% |
$8.98K - $9.93K
|
16.8K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
151+ 279.63% |
$7.06K - $7.81K
|
205
$9.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
130New |
$6.08K - $6.72K
|
130
$6.11K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
101+ 80.16% |
$4.72K - $5.22K
|
227
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
70+ 175.0% |
$3.27K - $3.62K
|
110
$5.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
50New |
$2.34K - $2.59K
|
50
$2.35K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46+ 106.98% |
$2.15K - $2.38K
|
89
$4.18K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
38+ 0.27% |
$1.78K - $1.96K
|
14.3K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35+ 0.04% |
$1.64K - $1.81K
|
84.7K
$3.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
30+ 0.18% |
$1.4K - $1.55K
|
17K
$800K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
29+ 0.11% |
$1.36K - $1.5K
|
26.5K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 3.19% |
$608 - $672
|
421
$19.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4+ 0.03% |
$187 - $207
|
14.9K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.74% |
$140 - $155
|
409
$19.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$46.8 - $51.7
|
1
$47
|