Purchases and Sales Made in Q1 2021 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q1 2021. 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 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
97.3K+ 894.32% |
$5.29M - $5.68M
|
108K
$5.59M
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
78.4K+ 177.34% |
$4.26M - $4.58M
|
123K
$6.34M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.3K+ 75.53% |
$4.1M - $4.39M
|
175K
$9.04M
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
57.2KNew |
$3.11M - $3.34M
|
57.2K
$2.96M
|
|
May 11, 2021
Q1 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
24.1K+ 544.45% |
$1.31M - $1.41M
|
28.5K
$1.48M
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.8K+ 176.83% |
$640K - $687K
|
18.4K
$952K
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.95KNew |
$487K - $522K
|
8.95K
$462K
|
|
Apr 14, 2021
Q1 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
8.48K+ 63.5% |
$461K - $495K
|
21.8K
$1.13M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.35KNew |
$345K - $371K
|
6.35K
$328K
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.38K+ 40.65% |
$293K - $314K
|
18.6K
$963K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.6K+ 4.48% |
$196K - $210K
|
83.9K
$4.34M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.38K+ 73.98% |
$184K - $197K
|
7.94K
$411K
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.48K+ 4.54% |
$135K - $145K
|
57K
$2.95M
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.31K+ 30.21% |
$126K - $135K
|
9.96K
$515K
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.66K+ 18.42% |
$90.4K - $97K
|
10.7K
$552K
|
|
May 05, 2021
Q1 2021
|
Slow Capital, Inc.
|
BUY
|
- |
1.47K+ 14.12% |
$80.1K - $86K
|
11.9K
$615K
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.46K+ 5.03% |
$79.3K - $85.1K
|
30.5K
$1.57M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.37K+ 508.15% |
$74.6K - $80.1K
|
1.64K
$84.9K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.27K+ 5.73% |
$69K - $74.1K
|
23.4K
$1.21M
|
|
Apr 19, 2021
Q1 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
955+ 8.92% |
$51.9K - $55.7K
|
11.7K
$603K
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
822+ 15.47% |
$44.7K - $48K
|
6.14K
$317K
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
506+ 1.03% |
$27.5K - $29.5K
|
49.7K
$2.57M
|
|
May 12, 2021
Q1 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
487+ 0.22% |
$26.5K - $28.4K
|
223K
$11.5M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
300+ 99.34% |
$16.3K - $17.5K
|
602
$31.1K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
287New |
$15.6K - $16.8K
|
287
$14.8K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
269New |
$14.6K - $15.7K
|
269
$13.9K
|
|
May 20, 2021
Q1 2021
|
Slow Capital, Inc.
|
BUY
|
- |
185+ 1.55% |
$10.1K - $10.8K
|
12.1K
$625K
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
86+ 0.4% |
$4.68K - $5.02K
|
21.7K
$1.12M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
52+ 0.43% |
$2.83K - $3.04K
|
12.2K
$632K
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
40New |
$2.18K - $2.33K
|
40
$2.07K
|
|
May 14, 2021
Q1 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
11+ 0.29% |
$598 - $642
|
3.82K
$197K
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.17% |
$435 - $467
|
4.79K
$247K
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.13% |
$54.4 - $58.4
|
33
$1.71K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-45Closed |
$2.45K - $2.63K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-76- 58.02% |
$4.13K - $4.44K
|
55
$2.84K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-89- 0.81% |
$4.84K - $5.19K
|
10.9K
$564K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-96- 0.66% |
$5.22K - $5.6K
|
14.5K
$747K
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-146- 17.16% |
$7.94K - $8.52K
|
705
$36.4K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-200Closed |
$10.9K - $11.7K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-330- 0.35% |
$17.9K - $19.3K
|
92.9K
$4.8M
|
|
Apr 19, 2021
Q1 2021
|
Sym Financial Corp
|
SELL
|
- |
-418- 15.82% |
$22.7K - $24.4K
|
2.23K
$115K
|
|
Apr 19, 2021
Q1 2021
|
Wolf Group Capital Advisors
|
SELL
|
- |
-814- 5.35% |
$44.3K - $47.5K
|
14.4K
$745K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-829- 9.52% |
$45.1K - $48.4K
|
7.88K
$407K
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-991- 5.18% |
$53.9K - $57.8K
|
18.1K
$937K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.49K- 3.95% |
$80.9K - $86.8K
|
36.1K
$1.87M
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.32KClosed |
$126K - $135K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.42K- 7.2% |
$132K - $141K
|
31.2K
$1.61M
|
|
Apr 27, 2021
Q1 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.94K- 16.5% |
$160K - $171K
|
14.9K
$768K
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.04KClosed |
$274K - $294K
|
0
$0
|