Purchases and Sales Made in Q3 2024 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q3 2024. 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 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31New |
$1.62K - $1.77K
|
31
$1.6K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15+ 1.31% |
$783 - $854
|
1.16K
$60.1K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
10+ 1.43% |
$522 - $570
|
711
$36.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 1.31% |
$313 - $342
|
465
$24K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.08% |
$52.2 - $57
|
1.21K
$62.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-27- 0.3% |
$1.41K - $1.54K
|
8.92K
$461K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55- 48.25% |
$2.87K - $3.13K
|
59
$3.05K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-85- 1.42% |
$4.44K - $4.84K
|
5.9K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-196- 1.43% |
$10.2K - $11.2K
|
13.5K
$699K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-209- 10.62% |
$10.9K - $11.9K
|
1.76K
$90.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-236- 1.33% |
$12.3K - $13.4K
|
17.6K
$908K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-245- 2.35% |
$12.8K - $14K
|
10.2K
$527K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-300- 30.0% |
$15.7K - $17.1K
|
700
$36.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-384- 2.21% |
$20.1K - $21.9K
|
17K
$878K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-526- 7.73% |
$27.5K - $30K
|
6.28K
$324K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-594- 2.79% |
$31K - $33.8K
|
20.7K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-613- 1.38% |
$32K - $34.9K
|
43.7K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.06K- 2.98% |
$55.1K - $60.1K
|
34.3K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.42K- 11.29% |
$74.3K - $81.1K
|
11.2K
$578K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.45K- 17.38% |
$75.8K - $82.7K
|
6.9K
$357K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 12.94% |
$141K - $154K
|
18.2K
$939K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.12K- 31.96% |
$163K - $177K
|
6.63K
$343K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.36K- 42.43% |
$176K - $191K
|
4.56K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.64K- 7.51% |
$190K - $207K
|
44.8K
$2.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.67K- 23.29% |
$192K - $209K
|
12.1K
$624K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.94K- 3.9% |
$206K - $224K
|
97K
$5.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.35K- 36.88% |
$227K - $248K
|
7.44K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-4.72K- 20.77% |
$247K - $269K
|
18K
$931K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.02K- 7.06% |
$262K - $286K
|
66.2K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.02K- 7.06% |
$262K - $286K
|
66.2K
$3.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.03K- 4.35% |
$367K - $401K
|
155K
$7.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.13K- 31.18% |
$373K - $406K
|
15.7K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.53K- 25.07% |
$393K - $429K
|
22.5K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.97K- 20.73% |
$416K - $454K
|
30.5K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.76K- 5.08% |
$457K - $499K
|
164K
$8.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-11.5K- 61.66% |
$601K - $655K
|
7.16K
$370K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-13K- 36.92% |
$677K - $738K
|
22.1K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-13.5K- 88.33% |
$703K - $766K
|
1.78K
$91.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-16.7K- 15.24% |
$873K - $952K
|
92.9K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.4K- 32.12% |
$908K - $991K
|
36.8K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.6K- 9.4% |
$920K - $1M
|
170K
$8.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.3K- 57.42% |
$2.11M - $2.3M
|
29.9K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-487K- 98.18% |
$25.4M - $27.7M
|
9.04K
$467K
|