Purchases and Sales Made in Q4 2020 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2021
Q4 2020
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
54.5KNew |
$2.52M - $3M
|
54.5K
$2.82M
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28KNew |
$1.29M - $1.54M
|
28K
$1.45M
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21K+ 26.7% |
$971K - $1.16M
|
99.7K
$5.16M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14K+ 59.1% |
$646K - $769K
|
37.6K
$1.95M
|
|
Feb 10, 2021
Q4 2020
|
American Money Management, LLC
|
BUY
|
- |
10.6K+ 8.62% |
$490K - $583K
|
134K
$6.92M
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.65KNew |
$354K - $421K
|
7.65K
$396K
|
|
Feb 16, 2021
Q4 2020
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
4.43KNew |
$205K - $244K
|
4.43K
$229K
|
|
Feb 09, 2021
Q4 2020
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.86K+ 0.97% |
$178K - $212K
|
402K
$20.8M
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.74K+ 35.16% |
$173K - $206K
|
14.4K
$744K
|
|
Feb 11, 2021
Q4 2020
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.72K+ 1.7% |
$172K - $205K
|
222K
$11.5M
|
|
Jan 11, 2021
Q4 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
3.18K+ 1.91% |
$147K - $175K
|
170K
$8.79M
|
|
Feb 16, 2021
Q4 2020
|
Heron Financial Group, LLC
|
BUY
|
- |
2.06K+ 18.29% |
$95.4K - $114K
|
13.3K
$691K
|
|
Jan 28, 2021
Q4 2020
|
Kcs Wealth Advisory
|
BUY
|
- |
1.87K+ 21.22% |
$86.6K - $103K
|
10.7K
$554K
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
1.42K+ 13.25% |
$65.8K - $78.3K
|
12.2K
$630K
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
851+ 3.02% |
$39.3K - $46.8K
|
29K
$1.5M
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
BUY
|
- |
851New |
$39.3K - $46.8K
|
851
$44.1K
|
|
Mar 03, 2021
Q4 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
637+ 10.58% |
$29.4K - $35K
|
6.66K
$345K
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
197+ 1.37% |
$9.1K - $10.8K
|
14.6K
$754K
|
|
Jan 15, 2021
Q4 2020
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
115+ 1.29% |
$5.31K - $6.33K
|
9.02K
$467K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 1.5% |
$185 - $220
|
270
$14K
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Cadence Bank Na
|
SELL
|
- |
-12- 0.17% |
$555 - $660
|
7.13K
$369K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26Closed |
$1.2K - $1.43K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-36- 0.34% |
$1.66K - $1.98K
|
10.4K
$540K
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-53Closed |
$2.45K - $2.92K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-57- 0.3% |
$2.63K - $3.14K
|
19.1K
$990K
|
|
Jan 25, 2021
Q4 2020
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-131- 50.0% |
$6.05K - $7.21K
|
131
$6.78K
|
|
Jan 29, 2021
Q4 2020
|
Sonata Capital Group Inc
|
SELL
|
- |
-171- 0.34% |
$7.9K - $9.41K
|
50.7K
$2.62M
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-190- 3.82% |
$8.78K - $10.5K
|
4.78K
$247K
|
|
Jan 26, 2021
Q4 2020
|
Sym Financial Corp
|
SELL
|
- |
-196- 6.9% |
$9.06K - $10.8K
|
2.64K
$137K
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-332- 11.13% |
$15.3K - $18.3K
|
2.65K
$137K
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-653- 6.98% |
$30.2K - $35.9K
|
8.71K
$451K
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-681- 22.7% |
$31.5K - $37.5K
|
2.32K
$120K
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-788- 5.61% |
$36.4K - $43.3K
|
13.2K
$686K
|
|
Feb 12, 2021
Q4 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-810- 3.62% |
$37.4K - $44.6K
|
21.6K
$1.12M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-897- 7.62% |
$41.5K - $49.3K
|
10.9K
$563K
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-934- 4.04% |
$43.2K - $51.4K
|
22.2K
$1.15M
|
|
Feb 08, 2021
Q4 2020
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-969- 20.28% |
$44.8K - $53.3K
|
3.81K
$197K
|
|
Feb 11, 2021
Q4 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.92K- 2.02% |
$88.8K - $106K
|
93.3K
$4.83M
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.99KClosed |
$91.9K - $109K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.22K- 17.47% |
$149K - $177K
|
15.2K
$788K
|
|
Feb 03, 2021
Q4 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.92K- 7.38% |
$181K - $216K
|
49.2K
$2.55M
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.18K- 61.13% |
$332K - $395K
|
4.57K
$236K
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.25KClosed |
$335K - $399K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.48K- 43.54% |
$392K - $466K
|
11K
$569K
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.94K- 63.93% |
$413K - $492K
|
5.04K
$261K
|
|
Jan 25, 2021
Q4 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-10.9K- 38.04% |
$505K - $601K
|
17.8K
$921K
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.8K- 16.47% |
$732K - $871K
|
80.3K
$4.16M
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.3KClosed |
$893K - $1.06M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-42.5K- 55.78% |
$1.96M - $2.34M
|
33.7K
$1.74M
|