Purchases and Sales Made in Q3 2020 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
155KNew |
$7.17M - $7.69M
|
155K
$8.02M
|
|
|
Nov 06, 2020
Q3 2020
|
First Pacific Financial
|
BUY
|
- |
131KNew |
$6.05M - $6.49M
|
131K
$6.77M
|
|
|
Nov 09, 2020
Q3 2020
|
Hengehold Capital Management LLC
|
BUY
|
- |
60.8K+ 18.02% |
$2.81M - $3.01M
|
398K
$20.6M
|
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
BUY
|
- |
44.2KNew |
$2.04M - $2.19M
|
44.2K
$2.29M
|
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.3KNew |
$894K - $958K
|
19.3K
$999K
|
|
|
Nov 12, 2020
Q3 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14KNew |
$646K - $693K
|
14K
$722K
|
|
|
Oct 09, 2020
Q3 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
7K+ 4.38% |
$323K - $347K
|
167K
$8.61M
|
|
|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.88K+ 57.56% |
$179K - $192K
|
10.6K
$549K
|
|
|
Oct 21, 2020
Q3 2020
|
Crumly & Associates Inc.
|
BUY
|
- |
3.4K+ 13.43% |
$157K - $169K
|
28.7K
$1.48M
|
|
|
Nov 20, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3KNew |
$139K - $149K
|
3K
$155K
|
|
|
Nov 04, 2020
Q3 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.99KNew |
$91.9K - $98.5K
|
1.99K
$103K
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 1.73% |
$75.5K - $81K
|
96.1K
$4.97M
|
|
|
Oct 27, 2020
Q3 2020
|
Kcs Wealth Advisory
|
BUY
|
- |
1.36K+ 18.14% |
$62.7K - $67.2K
|
8.83K
$456K
|
|
|
Oct 15, 2020
Q3 2020
|
Heron Financial Group, LLC
|
BUY
|
- |
1.3K+ 13.04% |
$60.2K - $64.5K
|
11.3K
$583K
|
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.14K+ 4.21% |
$52.5K - $56.3K
|
28.1K
$1.45M
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
957+ 5.17% |
$44.2K - $47.4K
|
19.5K
$1.01M
|
|
|
Nov 09, 2020
Q3 2020
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
271+ 0.51% |
$12.5K - $13.4K
|
53.1K
$2.75M
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
264+ 1.87% |
$12.2K - $13.1K
|
14.4K
$742K
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26New |
$1.2K - $1.29K
|
26
$1.34K
|
|
|
Nov 04, 2020
Q3 2020
|
Slow Capital, Inc.
|
BUY
|
- |
14+ 0.13% |
$647 - $694
|
10.5K
$541K
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-40Closed |
$1.85K - $1.98K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cadence Bank Na
|
SELL
|
- |
-75- 1.04% |
$3.47K - $3.72K
|
7.14K
$369K
|
|
|
Nov 12, 2020
Q3 2020
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-79- 1.63% |
$3.65K - $3.92K
|
4.78K
$247K
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-130Closed |
$6.01K - $6.44K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-135- 1.83% |
$6.24K - $6.69K
|
7.25K
$375K
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-136- 0.57% |
$6.29K - $6.74K
|
23.6K
$1.22M
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-143Closed |
$6.61K - $7.09K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-200Closed |
$9.24K - $9.91K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-200Closed |
$9.24K - $9.91K
|
0
$0
|
|
|
Nov 24, 2020
Q3 2020
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-250- 4.07% |
$11.6K - $12.4K
|
5.9K
$305K
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-459- 4.1% |
$21.2K - $22.7K
|
10.7K
$555K
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-677- 5.44% |
$31.3K - $33.6K
|
11.8K
$609K
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-716- 13.87% |
$33.1K - $35.5K
|
4.45K
$230K
|
|
|
Oct 26, 2020
Q3 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-878- 8.97% |
$40.6K - $43.5K
|
8.91K
$460K
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.69K- 6.82% |
$78.2K - $83.8K
|
23.1K
$1.19M
|
|
|
Nov 13, 2020
Q3 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.09K- 9.8% |
$96.4K - $103K
|
19.2K
$992K
|
|
|
Nov 13, 2020
Q3 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 9.22% |
$105K - $113K
|
22.4K
$1.16M
|
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.45K- 28.94% |
$113K - $121K
|
6.02K
$311K
|
|
|
Nov 12, 2020
Q3 2020
|
American Money Management, LLC
|
SELL
|
- |
-2.56K- 2.04% |
$118K - $127K
|
123K
$6.36M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.09K- 20.84% |
$143K - $153K
|
11.7K
$607K
|
|
|
Nov 13, 2020
Q3 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.28K- 1.48% |
$151K - $162K
|
219K
$11.3M
|
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.31K- 46.44% |
$199K - $214K
|
4.97K
$257K
|
|
|
Oct 29, 2020
Q3 2020
|
Sonata Capital Group Inc
|
SELL
|
- |
-4.33K- 7.86% |
$200K - $215K
|
50.8K
$2.63M
|
|
|
Nov 04, 2020
Q3 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.56K- 4.57% |
$211K - $226K
|
95.2K
$4.92M
|
|
|
Nov 05, 2020
Q3 2020
|
Ims Capital Management
|
SELL
|
- |
-4.62KClosed |
$213K - $229K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.7KClosed |
$217K - $233K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.22KClosed |
$241K - $259K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
SELL
|
- |
-5.37K- 36.46% |
$248K - $266K
|
9.36K
$484K
|
|
|
Oct 30, 2020
Q3 2020
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.26K- 25.34% |
$289K - $310K
|
18.4K
$953K
|