Purchases and Sales Made in Q4 2023 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 1.32% |
$191 - $210
|
307
$15.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2- 1.45% |
$95.4 - $105
|
136
$7.03K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6- 0.53% |
$286 - $314
|
1.13K
$58.5K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-40- 5.48% |
$1.91K - $2.1K
|
690
$35.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-59- 0.72% |
$2.81K - $3.09K
|
8.1K
$419K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-74- 1.0% |
$3.53K - $3.88K
|
7.32K
$378K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-131- 5.86% |
$6.25K - $6.86K
|
2.1K
$109K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-174- 3.27% |
$8.3K - $9.12K
|
5.15K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-209- 3.21% |
$9.97K - $10.9K
|
6.31K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-309- 12.11% |
$14.7K - $16.2K
|
2.24K
$116K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-367- 11.05% |
$17.5K - $19.2K
|
2.96K
$153K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-373- 26.29% |
$17.8K - $19.5K
|
1.05K
$54.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-462- 36.99% |
$22K - $24.2K
|
787
$40.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-476- 1.57% |
$22.7K - $24.9K
|
29.9K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-527- 68.8% |
$25.1K - $27.6K
|
239
$12.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-611- 1.04% |
$29.1K - $32K
|
58K
$3M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1K- 20.61% |
$47.7K - $52.4K
|
3.85K
$199K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 18.42% |
$48.5K - $53.3K
|
4.5K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.11K- 15.99% |
$52.9K - $58.2K
|
5.83K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 9.45% |
$54.1K - $59.5K
|
10.9K
$562K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.19K- 4.62% |
$56.5K - $62.1K
|
24.5K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.48K- 40.44% |
$70.5K - $77.4K
|
2.18K
$113K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.68K- 9.52% |
$80.2K - $88.2K
|
16K
$827K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.96K- 26.82% |
$93.5K - $103K
|
5.35K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-2.02K- 8.71% |
$96.3K - $106K
|
21.1K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.96K- 1.61% |
$141K - $155K
|
181K
$9.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.01K- 5.91% |
$144K - $158K
|
47.9K
$2.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.04K- 4.96% |
$145K - $159K
|
58.2K
$3.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.1K- 28.12% |
$148K - $162K
|
7.93K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.14K- 29.0% |
$150K - $164K
|
7.69K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-3.19K- 2.19% |
$152K - $167K
|
143K
$7.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.29K- 15.33% |
$157K - $172K
|
18.2K
$939K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.66K- 13.49% |
$175K - $192K
|
23.5K
$1.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.43K- 46.16% |
$211K - $232K
|
5.17K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.67K- 48.59% |
$223K - $245K
|
4.94K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.67K- 1.66% |
$223K - $245K
|
277K
$14.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-9.27K- 20.9% |
$442K - $486K
|
35.1K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.1K- 6.13% |
$527K - $579K
|
169K
$8.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.4K- 18.14% |
$545K - $599K
|
51.6K
$2.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-12K- 15.53% |
$571K - $628K
|
65.2K
$3.37M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.6K- 22.01% |
$694K - $763K
|
51.6K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.8K- 9.1% |
$753K - $827K
|
158K
$8.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.9K- 9.13% |
$995K - $1.09M
|
208K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-27.1K- 27.22% |
$1.29M - $1.42M
|
72.4K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-32.1K- 54.66% |
$1.53M - $1.68M
|
26.7K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-37.7K- 87.52% |
$1.8M - $1.98M
|
5.38K
$278K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.4K- 32.93% |
$3.69M - $4.06M
|
158K
$8.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-188K- 88.34% |
$8.95M - $9.84M
|
24.8K
$1.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-372K- 69.16% |
$17.7M - $19.5M
|
166K
$8.57M
|