Purchases and Sales Made in Q1 2020 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q1 2020. The information is specifically focused on institutions that hold shares of JP MORGAN DIVERSIFIED RETURN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
133KNew |
$4.83M - $7.77M
|
133K
$7.05M
|
|
|
Apr 17, 2020
Q1 2020
|
Allworth Financial LP
|
BUY
|
- |
102KNew |
$3.71M - $5.96M
|
102K
$5.41M
|
|
|
May 12, 2020
Q1 2020
|
Assetmark, Inc
|
BUY
|
- |
99.6K+ 31.03% |
$3.61M - $5.8M
|
421K
$22.2M
|
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.7KNew |
$856K - $1.38M
|
23.7K
$1.25M
|
|
|
May 15, 2020
Q1 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15.3K+ 24.42% |
$554K - $891K
|
77.9K
$4.12M
|
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
14.9K+ 113.86% |
$538K - $865K
|
27.9K
$1.47M
|
|
|
May 12, 2020
Q1 2020
|
Slow Capital, Inc.
|
BUY
|
- |
10.1KNew |
$366K - $589K
|
10.1K
$534K
|
|
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.78K+ 73.97% |
$245K - $395K
|
16K
$842K
|
|
|
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.69KNew |
$242K - $390K
|
6.69K
$353K
|
|
|
May 14, 2020
Q1 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.58K+ 1.78% |
$238K - $383K
|
375K
$19.8M
|
|
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.46K+ 112.51% |
$198K - $318K
|
10.3K
$545K
|
|
|
Apr 29, 2020
Q1 2020
|
Omega Financial Group, LLC
|
BUY
|
- |
5.3KNew |
$192K - $308K
|
5.3K
$280K
|
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.7K+ 7.13% |
$170K - $274K
|
70.6K
$3.73M
|
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.99K+ 3.83% |
$144K - $232K
|
108K
$5.72M
|
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
BUY
|
- |
3.24KNew |
$117K - $189K
|
3.24K
$171K
|
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.94KNew |
$106K - $171K
|
2.94K
$155K
|
|
|
May 11, 2020
Q1 2020
|
Argi Investment Services, LLC
|
BUY
|
- |
2.77K+ 32.59% |
$100K - $161K
|
11.3K
$596K
|
|
|
Apr 23, 2020
Q1 2020
|
Heron Financial Group, LLC
|
BUY
|
- |
1.58K+ 22.15% |
$57.1K - $92K
|
8.71K
$460K
|
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
708+ 13.87% |
$25.6K - $41.2K
|
5.81K
$307K
|
|
|
Apr 17, 2020
Q1 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
632+ 5.9% |
$22.9K - $36.8K
|
11.4K
$600K
|
|
|
Apr 08, 2020
Q1 2020
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
525New |
$19K - $30.6K
|
525
$27.7K
|
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
293New |
$10.6K - $17.1K
|
293
$15.5K
|
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
271+ 3.5% |
$9.81K - $15.8K
|
8.01K
$423K
|
|
|
May 12, 2020
Q1 2020
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100+ 1.89% |
$3.62K - $5.82K
|
5.4K
$285K
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
48New |
$1.74K - $2.8K
|
48
$2.54K
|
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.78% |
$36.2 - $58.2
|
129
$6.81K
|
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8- 5.41% |
$290 - $466
|
140
$7.39K
|
|
|
May 13, 2020
Q1 2020
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-37- 0.15% |
$1.34K - $2.15K
|
24.7K
$1.31M
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44- 0.55% |
$1.59K - $2.56K
|
7.99K
$422K
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-105- 0.72% |
$3.8K - $6.12K
|
14.5K
$764K
|
|
|
Apr 27, 2020
Q1 2020
|
Sonata Capital Group Inc
|
SELL
|
- |
-142- 0.26% |
$5.14K - $8.27K
|
55K
$2.9M
|
|
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-269Closed |
$9.74K - $15.7K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-307- 0.62% |
$11.1K - $17.9K
|
49.4K
$2.61M
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-320- 4.85% |
$11.6K - $18.6K
|
6.28K
$332K
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-767Closed |
$27.8K - $44.7K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.33K- 2.43% |
$84.3K - $136K
|
93.6K
$4.94M
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-2.44K- 17.32% |
$88.2K - $142K
|
11.6K
$614K
|
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.4K- 9.8% |
$123K - $198K
|
31.2K
$1.65M
|
|
|
May 13, 2020
Q1 2020
|
American Money Management, LLC
|
SELL
|
- |
-3.81K- 2.83% |
$138K - $222K
|
131K
$6.9M
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.96K- 20.8% |
$143K - $231K
|
15.1K
$796K
|
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.4KClosed |
$159K - $256K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.81KClosed |
$174K - $280K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Ims Capital Management
|
SELL
|
- |
-5.56K- 42.32% |
$201K - $324K
|
7.59K
$401K
|
|
|
Apr 16, 2020
Q1 2020
|
Mai Capital Management
|
SELL
|
- |
-7.3K- 58.17% |
$264K - $425K
|
5.25K
$277K
|
|
|
Apr 16, 2020
Q1 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-8.43KClosed |
$305K - $491K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.4K- 6.66% |
$448K - $721K
|
173K
$9.16M
|
|
|
Jul 24, 2024
Q1 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.2K- 54.45% |
$478K - $770K
|
11.1K
$584K
|
|
|
Apr 16, 2020
Q1 2020
|
Wolf Group Capital Advisors
|
SELL
|
- |
-17K- 19.36% |
$613K - $987K
|
70.6K
$3.73M
|
|
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-19.8K- 23.31% |
$715K - $1.15M
|
65K
$3.43M
|