Purchases and Sales Made in Q1 2021 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q1 2021. The information is specifically focused on institutions that hold shares of JPMORGAN DIVERSIFIED RETURN US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2021
Q1 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
664KNew |
$54.9M - $60.9M
|
664K
$77.7M
|
|
|
Apr 14, 2021
Q1 2021
|
Planning Alternatives LTD
|
BUY
|
- |
15.8K+ 3.24% |
$1.31M - $1.45M
|
505K
$59.1M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1K+ 21.04% |
$834K - $925K
|
58K
$6.8M
|
|
|
May 12, 2021
Q1 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
9.56K+ 11.68% |
$791K - $877K
|
91.4K
$10.7M
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
8.35K+ 44.74% |
$691K - $766K
|
27K
$3.16M
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.98KNew |
$412K - $457K
|
4.98K
$584K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.75K+ 12.83% |
$393K - $435K
|
41.7K
$4.89M
|
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
BUY
|
- |
4.21K+ 8.37% |
$348K - $386K
|
54.5K
$6.38M
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
3.61K+ 0.97% |
$299K - $331K
|
378K
$44.3M
|
|
|
May 13, 2021
Q1 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.41K+ 0.42% |
$282K - $313K
|
814K
$95.4M
|
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.4K+ 16.02% |
$116K - $128K
|
10.1K
$1.19M
|
|
|
May 18, 2021
Q1 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.09K+ 1.37% |
$90K - $99.8K
|
80.6K
$9.44M
|
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.09K+ 2.3% |
$89.9K - $99.6K
|
48.4K
$5.67M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
817+ 6.31% |
$67.6K - $74.9K
|
13.8K
$1.61M
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
614+ 3.23% |
$50.8K - $56.3K
|
19.6K
$2.3M
|
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
BUY
|
- |
381New |
$31.5K - $34.9K
|
381
$44.6K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
285+ 13.38% |
$23.6K - $26.1K
|
2.42K
$283K
|
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
285New |
$23.6K - $26.1K
|
285
$33.4K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
103New |
$8.52K - $9.45K
|
103
$12.1K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
87+ 1.38% |
$7.2K - $7.98K
|
6.38K
$748K
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
35New |
$2.9K - $3.21K
|
35
$4.1K
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22+ 0.57% |
$1.82K - $2.02K
|
3.87K
$453K
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18New |
$1.49K - $1.65K
|
18
$2.11K
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9+ 0.32% |
$745 - $826
|
2.83K
$332K
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
BUY
|
- |
8+ 0.3% |
$662 - $734
|
2.69K
$316K
|
|
|
May 11, 2021
Q1 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.06% |
$166 - $183
|
3.54K
$415K
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-31- 0.93% |
$2.57K - $2.84K
|
3.31K
$388K
|
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-35- 0.17% |
$2.9K - $3.21K
|
20K
$2.35M
|
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-40- 0.56% |
$3.31K - $3.67K
|
7.1K
$831K
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-65- 1.55% |
$5.38K - $5.96K
|
4.14K
$485K
|
|
|
May 14, 2021
Q1 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-82- 3.01% |
$6.79K - $7.52K
|
2.64K
$309K
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100Closed |
$8.28K - $9.17K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-131Closed |
$10.8K - $12K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-181- 5.23% |
$15K - $16.6K
|
3.28K
$384K
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-207Closed |
$17.1K - $19K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-210- 2.23% |
$17.4K - $19.3K
|
9.2K
$1.08M
|
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-255- 62.2% |
$21.1K - $23.4K
|
155
$18.2K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-427- 5.01% |
$35.3K - $39.2K
|
8.09K
$948K
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-449- 1.9% |
$37.2K - $41.2K
|
23.2K
$2.72M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-500Closed |
$41.4K - $45.9K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-552- 0.64% |
$45.7K - $50.6K
|
85.5K
$10M
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-653- 16.85% |
$54K - $59.9K
|
3.22K
$378K
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-700Closed |
$57.9K - $64.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-779- 50.1% |
$64.5K - $71.5K
|
776
$90.9K
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.14K- 9.9% |
$94.4K - $105K
|
10.4K
$1.22M
|
|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.56K- 3.43% |
$129K - $143K
|
44K
$5.15M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.85K- 1.52% |
$153K - $170K
|
120K
$14.1M
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.3K- 21.59% |
$190K - $211K
|
8.35K
$978K
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.37K- 84.66% |
$196K - $218K
|
430
$50.4K
|