Purchases and Sales Made in Q2 2020 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
222KNew |
$8.52M - $10.8M
|
222K
$11.5M
|
|
|
Jul 13, 2020
Q2 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
93.2K+ 140.02% |
$3.57M - $4.55M
|
160K
$8.27M
|
|
|
Aug 12, 2020
Q2 2020
|
Argi Investment Services, LLC
|
BUY
|
- |
88.4K+ 783.89% |
$3.39M - $4.32M
|
99.7K
$5.16M
|
|
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.1K+ 36.78% |
$1.88M - $2.39M
|
182K
$9.45M
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 131.79% |
$404K - $514K
|
18.5K
$959K
|
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.25K+ 11.86% |
$355K - $451K
|
87.2K
$4.51M
|
|
|
Aug 14, 2020
Q2 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.54K+ 15.63% |
$328K - $417K
|
63.2K
$3.27M
|
|
|
Jul 16, 2020
Q2 2020
|
Kcs Wealth Advisory
|
BUY
|
- |
7.47KNew |
$287K - $365K
|
7.47K
$387K
|
|
|
Jul 31, 2020
Q2 2020
|
Cadence Bank Na
|
BUY
|
- |
7.22KNew |
$277K - $352K
|
7.22K
$374K
|
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.16KNew |
$198K - $252K
|
5.16K
$267K
|
|
|
Aug 14, 2020
Q2 2020
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.7KNew |
$180K - $229K
|
4.7K
$243K
|
|
|
Jul 31, 2020
Q2 2020
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.6K+ 1.38% |
$176K - $224K
|
337K
$17.5M
|
|
|
Aug 14, 2020
Q2 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.66K+ 45.73% |
$102K - $130K
|
8.47K
$438K
|
|
|
Jul 20, 2020
Q2 2020
|
Heron Financial Group, LLC
|
BUY
|
- |
1.27K+ 14.62% |
$48.8K - $62.1K
|
9.98K
$517K
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
890+ 3.89% |
$34.1K - $43.4K
|
23.8K
$1.23M
|
|
|
Aug 12, 2020
Q2 2020
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
750+ 13.9% |
$28.8K - $36.6K
|
6.15K
$318K
|
|
|
Aug 03, 2020
Q2 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
700+ 10.46% |
$26.9K - $34.2K
|
7.39K
$383K
|
|
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
483+ 7.71% |
$18.5K - $23.6K
|
6.75K
$349K
|
|
|
Jul 27, 2020
Q2 2020
|
Sym Financial Corp
|
BUY
|
- |
418+ 17.27% |
$16K - $20.4K
|
2.84K
$147K
|
|
|
Aug 10, 2020
Q2 2020
|
Slow Capital, Inc.
|
BUY
|
- |
336+ 3.32% |
$12.9K - $16.4K
|
10.5K
$541K
|
|
|
Aug 03, 2020
Q2 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
210+ 0.38% |
$8.06K - $10.3K
|
55.2K
$2.86M
|
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
200New |
$7.67K - $9.76K
|
200
$10.4K
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
200New |
$7.67K - $9.76K
|
200
$10.4K
|
|
|
Aug 13, 2020
Q2 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
53New |
$2.03K - $2.59K
|
53
$2.74K
|
|
|
Aug 14, 2020
Q2 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
40New |
$1.53K - $1.95K
|
40
$2.07K
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
32New |
$1.23K - $1.56K
|
32
$1.66K
|
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3+ 2.14% |
$115 - $146
|
143
$7.4K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.78% |
$38.4 - $48.8
|
130
$6.73K
|
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-27- 9.22% |
$1.04K - $1.32K
|
266
$13.8K
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-48Closed |
$1.84K - $2.34K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-56- 0.7% |
$2.15K - $2.73K
|
7.95K
$412K
|
|
|
Jul 09, 2020
Q2 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-76- 1.43% |
$2.92K - $3.71K
|
5.22K
$270K
|
|
|
Jul 07, 2020
Q2 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-162- 0.64% |
$6.21K - $7.91K
|
25.3K
$1.31M
|
|
|
Jul 10, 2020
Q2 2020
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-263- 50.1% |
$10.1K - $12.8K
|
262
$13.6K
|
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-427- 3.67% |
$16.4K - $20.8K
|
11.2K
$580K
|
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-544Closed |
$20.9K - $26.6K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-855Closed |
$32.8K - $41.7K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-886- 3.18% |
$34K - $43.2K
|
27K
$1.4M
|
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-980- 6.5% |
$37.6K - $47.8K
|
14.1K
$730K
|
|
|
Jul 24, 2024
Q2 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.78K- 16.06% |
$68.1K - $86.6K
|
9.28K
$480K
|
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.01K- 13.9% |
$77.1K - $98.2K
|
12.5K
$645K
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.64K- 89.72% |
$101K - $129K
|
302
$15.6K
|
|
|
Jul 15, 2020
Q2 2020
|
Ims Capital Management
|
SELL
|
- |
-2.97K- 39.16% |
$114K - $145K
|
4.62K
$239K
|
|
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-3.24KClosed |
$124K - $158K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.14KClosed |
$197K - $251K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
American Money Management, LLC
|
SELL
|
- |
-5.17K- 3.95% |
$198K - $252K
|
126K
$6.5M
|
|
|
Jul 27, 2020
Q2 2020
|
Mai Capital Management
|
SELL
|
- |
-5.25KClosed |
$201K - $256K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.12K- 8.67% |
$235K - $299K
|
64.5K
$3.34M
|
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.17K- 38.66% |
$237K - $301K
|
9.78K
$507K
|