Purchases and Sales Made in Q4 2022 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q4 2022. 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 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
710+ 3.0% |
$31.9K - $36.1K
|
24.4K
$1.26M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
318New |
$14.3K - $16.2K
|
318
$16.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
212+ 65.84% |
$9.54K - $10.8K
|
534
$27.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
130New |
$5.85K - $6.6K
|
130
$6.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
50New |
$2.25K - $2.54K
|
50
$2.59K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
50New |
$2.25K - $2.54K
|
50
$2.59K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
16+ 0.65% |
$720 - $813
|
2.47K
$128K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.18% |
$225 - $254
|
2.76K
$143K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.86% |
$45 - $50.8
|
36
$1.86K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.86% |
$45 - $50.8
|
36
$1.86K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-44- 0.63% |
$1.98K - $2.23K
|
6.92K
$358K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-159- 1.62% |
$7.15K - $8.08K
|
9.66K
$500K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-166- 1.64% |
$7.47K - $8.43K
|
9.95K
$515K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-714- 6.79% |
$32.1K - $36.3K
|
9.8K
$507K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-1.37K- 1.14% |
$61.7K - $69.6K
|
119K
$6.14M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.38K- 18.52% |
$62.3K - $70.3K
|
6.09K
$315K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.77K- 2.87% |
$79.7K - $90.1K
|
59.9K
$3.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.88K- 25.31% |
$84.7K - $95.6K
|
5.56K
$287K
|
|
|
Feb 09, 2023
Q4 2022
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-5.11K- 36.55% |
$230K - $260K
|
8.88K
$459K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-5.44K- 14.75% |
$245K - $276K
|
31.4K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-8.82K- 52.25% |
$397K - $448K
|
8.06K
$417K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-9.28K- 16.52% |
$418K - $471K
|
46.9K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-12.5K- 30.02% |
$562K - $635K
|
29.1K
$1.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.8K- 77.56% |
$800K - $903K
|
5.14K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-20.4K- 95.64% |
$919K - $1.04M
|
932
$48.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.7K- 8.22% |
$932K - $1.05M
|
231K
$12M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.8K- 17.18% |
$1.2M - $1.36M
|
129K
$6.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-34.1K- 86.01% |
$1.53M - $1.73M
|
5.55K
$287K
|