Purchases and Sales Made in Q4 2023 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 0.11% |
$554 - $671
|
13.4K
$689K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-82- 0.59% |
$3.03K - $3.67K
|
13.8K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-180- 1.16% |
$6.65K - $8.05K
|
15.3K
$787K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-207- 2.77% |
$7.64K - $9.26K
|
7.28K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-557- 13.72% |
$20.6K - $24.9K
|
3.5K
$180K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-592- 1.19% |
$21.9K - $26.5K
|
49.3K
$2.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-611- 1.8% |
$22.6K - $27.3K
|
33.3K
$1.71M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-817- 14.66% |
$30.2K - $36.6K
|
4.76K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-935- 4.53% |
$34.5K - $41.8K
|
19.7K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.41K- 7.03% |
$52.2K - $63.3K
|
18.7K
$959K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 43.79% |
$62.8K - $76.1K
|
2.18K
$112K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.7K- 1.04% |
$62.9K - $76.2K
|
162K
$8.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.06K- 5.95% |
$76.1K - $92.2K
|
32.6K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.6K- 34.21% |
$96K - $116K
|
5K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.04K- 29.57% |
$112K - $136K
|
7.23K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.39K- 89.95% |
$125K - $151K
|
378
$19.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.26K- 55.78% |
$157K - $191K
|
3.38K
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.25K- 3.63% |
$194K - $235K
|
139K
$7.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.85K- 6.62% |
$253K - $306K
|
96.7K
$4.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.2K- 20.46% |
$377K - $457K
|
39.7K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.8K- 7.17% |
$510K - $618K
|
179K
$9.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.9K- 33.55% |
$662K - $802K
|
35.5K
$1.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.6K- 37.53% |
$834K - $1.01M
|
37.6K
$1.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-23.2K- 51.65% |
$855K - $1.04M
|
21.7K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-31K- 2.69% |
$1.14M - $1.39M
|
1.12M
$57.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-34.1K- 15.7% |
$1.26M - $1.52M
|
183K
$9.38M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-53.4K- 73.13% |
$1.97M - $2.39M
|
19.6K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-56.3K- 26.5% |
$2.08M - $2.52M
|
156K
$8.01M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-117K- 45.69% |
$4.33M - $5.24M
|
139K
$7.15M
|