Purchases and Sales Made in Q4 2019 in Jp Morgan Diversified Return (JPEM)

JPEM Quotes by TradingView

This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q4 2019. 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
Feb 11, 2020 Q4 2019
Assetmark, Inc

BUY
 -
94.6K
+ 41.77%
$4.89M - $5.39M
321K $16.6M
Feb 11, 2020 Q4 2019
Crumly & Associates Inc.

BUY
 -
77.2K
New
$3.99M - $4.4M
77.2K $3.99M
Feb 04, 2020 Q4 2019
S. R. Schill & Associates

Mercer Island, WA
BUY
 -
62.9K
New
$3.25M - $3.58M
62.9K $3.25M
Jan 07, 2020 Q4 2019
Pacific Financial Group Inc

BUY
 -
48.8K
+ 18.46%
$2.52M - $2.78M
313K $16.2M
Feb 14, 2020 Q4 2019
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
37.1K
New
$1.92M - $2.12M
37.1K $1.92M
Feb 12, 2020 Q4 2019
American Money Management, LLC

BUY
 -
28.8K
+ 27.22%
$1.49M - $1.64M
135K $6.96M
Feb 13, 2020 Q4 2019
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
26.2K
+ 7.65%
$1.35M - $1.49M
369K $19.1M
Feb 14, 2020 Q4 2019
Truist Financial Corp

BUY
 -
14.1K
New
$727K - $802K
14.1K $728K
May 15, 2020 Q4 2019
Massmutual Trust CO Fsb

BUY
 -
13.2K
+ 26.63%
$681K - $751K
62.6K $3.24M
Feb 12, 2020 Q4 2019
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
12.4K
+ 18.82%
$638K - $704K
78K $4.04M
Feb 07, 2020 Q4 2019
Aurora Private Wealth, Inc.

BUY
 -
9.17K
New
$474K - $523K
9.17K $475K
Jan 21, 2020 Q4 2019
Rvw Wealth, LLC

BUY
 -
7.68K
+ 4.63%
$397K - $438K
173K $8.98M
Feb 14, 2020 Q4 2019
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7.39K
+ 7.62%
$382K - $421K
104K $5.4M
Feb 14, 2020 Q4 2019
Heron Financial Group, LLC

BUY
 -
7.13K
New
$369K - $406K
7.13K $369K
Feb 11, 2020 Q4 2019
Atria Investments LLC

Charlotte, NC
BUY
 -
6.6K
New
$341K - $376K
6.6K $342K
Feb 13, 2020 Q4 2019
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
5.1K
New
$264K - $291K
5.1K $264K
Feb 07, 2020 Q4 2019
Wade G W & Inc

Wellesley, MA
BUY
 -
4.96K
+ 2.87%
$257K - $283K
178K $9.22M
Jan 27, 2020 Q4 2019
Lex Aurum Advisors, LLC

BUY
 -
4.83K
+ 58.79%
$250K - $275K
13K $675K
Feb 04, 2020 Q4 2019
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
4.81K
New
$249K - $274K
4.81K $249K
Feb 06, 2020 Q4 2019
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
4.4K
New
$228K - $251K
4.4K $228K
Feb 04, 2020 Q4 2019
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.48K
+ 5.58%
$180K - $198K
65.9K $3.41M
Feb 11, 2020 Q4 2019
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.92K
+ 60.56%
$151K - $166K
7.73K $400K
Feb 05, 2020 Q4 2019
Commonwealth Equity Services, LLC

BUY
 -
1.92K
+ 31.49%
$99.5K - $110K
8.03K $416K
Feb 11, 2020 Q4 2019
Argi Investment Services, LLC

BUY
 -
1.7K
+ 24.98%
$87.9K - $97K
8.51K $441K
Feb 11, 2020 Q4 2019
Envestnet Asset Management Inc

BUY
 -
1.15K
+ 6.44%
$59.6K - $65.7K
19K $986K
Jan 06, 2020 Q4 2019
Simon Quick Advisors, LLC

BUY
 -
855
New
$44.2K - $48.7K
855 $44.3K
Feb 27, 2020 Q4 2019
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
767
New
$39.7K - $43.7K
767 $39.7K
Jul 24, 2024 Q4 2019
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
662
+ 7.23%
$34.2K - $37.7K
9.81K $508K
Jan 30, 2020 Q4 2019
Sonata Capital Group Inc

BUY
 -
606
+ 1.11%
$31.3K - $34.5K
55.1K $2.85M
Feb 03, 2020 Q4 2019
Mai Capital Management

BUY
 -
446
+ 3.69%
$23.1K - $25.4K
12.5K $649K
Feb 11, 2020 Q4 2019
Sym Financial Corp

BUY
 -
358
+ 17.35%
$18.5K - $20.4K
2.42K $125K
Feb 14, 2020 Q4 2019
Orion Portfolio Solutions, LLC

BUY
 -
148
New
$7.65K - $8.44K
148 $7.66K
Jan 27, 2020 Q4 2019
Cwm, LLC

BUY
 -
64
+ 70.33%
$3.31K - $3.65K
155 $8.02K
Jan 14, 2020 Q4 2019
Raymond James Trust N.A.

BUY
 -
23
+ 0.22%
$1.19K - $1.31K
10.7K $555K
Feb 06, 2020 Q4 2019
Synovus Financial Corp

Columbus, GA
BUY
 -
1
+ 0.79%
$51.7 - $57
128 $6.63K
Feb 14, 2020 Q4 2019
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 04, 2020 Q4 2019
Advisory Services Network, LLC

SELL
 -
-23
- 7.88%
$1.19K - $1.31K
269 $13.9K
Sep 14, 2021 Q4 2019
Cwm, LLC

SELL
 -
-64
- 41.29%
$3.31K - $3.65K
91 $4.71K
Jan 30, 2020 Q4 2019
Parallel Advisors, LLC

SELL
 -
-102
Closed
$5.27K - $5.82K
0 $0
Feb 05, 2020 Q4 2019
Rain Capital Management, LLC

Lake Oswego, OR
SELL
 -
-222
- 0.89%
$11.5K - $12.7K
24.8K $1.28M
Jan 17, 2020 Q4 2019
Ifp Advisors, Inc

SELL
 -
-349
- 63.57%
$18K - $19.9K
200 $10.4K
Feb 12, 2020 Q4 2019
Raymond James & Associates

St Petersburg, FL
SELL
 -
-482
- 0.81%
$24.9K - $27.5K
58.7K $3.04M
Jan 30, 2020 Q4 2019
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-500
Closed
$25.9K - $28.5K
0 $0
Feb 14, 2020 Q4 2019
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-1.05K
- 0.51%
$54K - $59.6K
204K $10.6M
Feb 12, 2020 Q4 2019
Next Capital Management LLC

SELL
 -
-1.69K
Closed
$87.1K - $96.1K
0 $0
Jan 31, 2020 Q4 2019
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-1.72K
- 6.02%
$89.1K - $98.3K
26.9K $1.39M
Feb 14, 2020 Q4 2019
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-2.63K
- 7.06%
$136K - $150K
34.6K $1.79M
Feb 12, 2020 Q4 2019
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.96K
- 16.87%
$153K - $169K
14.6K $754K
Jan 15, 2020 Q4 2019
Ims Capital Management

SELL
 -
-4.17K
- 24.06%
$215K - $237K
13.1K $681K

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