Purchases and Sales Made in Q3 2024 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q3 2024. The information is specifically focused on institutions that hold shares of J P MORGAN DIVERSIFIED RETURN .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
522K+ 1239.45% |
$22.5M - $25.2M
|
564K
$26.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.2K+ 7.16% |
$2.24M - $2.52M
|
781K
$37.1M
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
40.8K+ 13.94% |
$1.75M - $1.97M
|
333K
$15.9M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
15.5K+ 1.3% |
$669K - $750K
|
1.21M
$57.7M
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
11KNew |
$475K - $533K
|
11K
$525K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.3K+ 51.71% |
$314K - $352K
|
21.4K
$1.02M
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
5.88K+ 6.29% |
$253K - $284K
|
99.4K
$4.73M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.95K+ 12.55% |
$127K - $142K
|
26.5K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.85K+ 0.77% |
$79.5K - $89.2K
|
242K
$11.5M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.45K+ 10.1% |
$62.3K - $69.9K
|
15.8K
$751K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
842+ 0.48% |
$36.2K - $40.7K
|
178K
$8.46M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
520+ 2.05% |
$22.4K - $25.1K
|
25.9K
$1.23M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-363- 1.44% |
$15.6K - $17.5K
|
24.9K
$1.19M
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-466- 0.57% |
$20.1K - $22.5K
|
81.3K
$3.87M
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-619- 11.82% |
$26.6K - $29.9K
|
4.62K
$220K
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-1.43K- 47.64% |
$61.6K - $69.1K
|
1.57K
$74.8K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.8K- 5.58% |
$120K - $135K
|
47.3K
$2.25M
|