Purchases and Sales Made in Q2 2021 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
156KNew |
$8.82M - $9.58M
|
156K
$8.09M
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
133K+ 108.41% |
$7.51M - $8.15M
|
256K
$13.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.9KNew |
$3.38M - $3.67M
|
59.9K
$3.1M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
34.7KNew |
$1.96M - $2.13M
|
34.7K
$1.79M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.9K+ 144.22% |
$1.52M - $1.65M
|
45.5K
$2.36M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11K+ 124.41% |
$623K - $677K
|
19.9K
$1.03M
|
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
BUY
|
- |
7.16K+ 59.26% |
$404K - $439K
|
19.3K
$997K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.46KNew |
$195K - $212K
|
3.46K
$179K
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.38KNew |
$191K - $208K
|
3.38K
$175K
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.25K+ 10.66% |
$183K - $199K
|
33.7K
$1.74M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.33K+ 29.34% |
$132K - $143K
|
10.3K
$532K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.21K+ 6.1% |
$124K - $135K
|
38.3K
$1.98M
|
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
BUY
|
- |
2K+ 283.26% |
$113K - $122K
|
2.7K
$140K
|
|
|
Jul 27, 2021
Q2 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
1.79K+ 15.33% |
$101K - $110K
|
13.4K
$696K
|
|
|
Aug 13, 2021
Q2 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.3K+ 26.26% |
$73.4K - $79.7K
|
6.25K
$324K
|
|
|
Aug 04, 2021
Q2 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.14K+ 0.51% |
$64.3K - $69.8K
|
223K
$11.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
1.05K+ 4.79% |
$59K - $64.1K
|
22.9K
$1.18M
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
988+ 5.36% |
$55.8K - $60.6K
|
19.4K
$1.01M
|
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
902+ 1.58% |
$50.9K - $55.3K
|
57.9K
$3M
|
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
880+ 1.77% |
$49.7K - $54K
|
50.6K
$2.62M
|
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
637+ 5.96% |
$36K - $39.1K
|
11.3K
$586K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
614+ 5.02% |
$34.7K - $37.7K
|
12.8K
$665K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
509+ 3.52% |
$28.7K - $31.2K
|
15K
$775K
|
|
|
Jul 28, 2021
Q2 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
275+ 1.91% |
$15.5K - $16.9K
|
14.7K
$760K
|
|
|
Aug 09, 2021
Q2 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
51+ 1.34% |
$2.88K - $3.13K
|
3.87K
$200K
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41+ 0.86% |
$2.31K - $2.51K
|
4.83K
$250K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.17% |
$56.5 - $61.3
|
603
$31.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17- 0.27% |
$960 - $1.04K
|
6.33K
$328K
|
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-40Closed |
$2.26K - $2.45K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
SELL
|
- |
-50- 0.7% |
$2.82K - $3.07K
|
7.08K
$366K
|
|
|
Jul 27, 2021
Q2 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-55Closed |
$3.11K - $3.37K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sym Financial Corp
|
SELL
|
- |
-100- 4.49% |
$5.65K - $6.13K
|
2.13K
$110K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-110- 1.4% |
$6.21K - $6.75K
|
7.77K
$402K
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-130- 2.79% |
$7.34K - $7.97K
|
4.53K
$235K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-162- 9.87% |
$9.15K - $9.94K
|
1.48K
$76.6K
|
|
|
Jul 08, 2021
Q2 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-193- 3.83% |
$10.9K - $11.8K
|
4.85K
$251K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-269Closed |
$15.2K - $16.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-287Closed |
$16.2K - $17.6K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-555- 3.74% |
$31.3K - $34K
|
14.3K
$740K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
SELL
|
- |
-781- 1.36% |
$44.1K - $47.9K
|
56.4K
$2.92M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.26K- 11.58% |
$71.3K - $77.5K
|
9.64K
$499K
|
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.27K- 7.01% |
$71.8K - $78K
|
16.9K
$873K
|
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.58K- 0.71% |
$89.2K - $96.9K
|
221K
$11.5M
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.8K- 1.94% |
$102K - $111K
|
91.1K
$4.72M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.08K- 33.91% |
$117K - $128K
|
4.06K
$210K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.39K- 14.49% |
$192K - $208K
|
20K
$1.04M
|
|
|
Aug 10, 2021
Q2 2021
|
American Money Management, LLC
|
SELL
|
- |
-4.41K- 3.54% |
$249K - $271K
|
120K
$6.22M
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.55K- 25.62% |
$313K - $340K
|
16.1K
$834K
|