Purchases and Sales Made in Q2 2021 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Tredje Ap Fonden
|
BUY
|
- |
496KNew |
$45.7M - $48.7M
|
496K
$58.3M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
334KNew |
$30.8M - $32.8M
|
334K
$39.3M
|
|
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
BUY
|
- |
25.6K+ 5.07% |
$2.36M - $2.51M
|
530K
$62.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.96KNew |
$918K - $978K
|
9.96K
$1.17M
|
|
|
Aug 13, 2021
Q2 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
9.02K+ 9.86% |
$832K - $886K
|
100K
$11.8M
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.09K+ 8.28% |
$653K - $696K
|
92.6K
$10.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.96KNew |
$642K - $683K
|
6.96K
$819K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.55K+ 505.19% |
$512K - $545K
|
6.65K
$782K
|
|
|
Jul 26, 2021
Q2 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.41KNew |
$499K - $531K
|
5.41K
$636K
|
|
|
Aug 13, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
4.58K+ 38200.0% |
$423K - $450K
|
4.6K
$541K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.42K+ 22.52% |
$407K - $434K
|
24K
$2.83M
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
3.22KNew |
$297K - $316K
|
3.22K
$379K
|
|
|
Jul 30, 2021
Q2 2021
|
North Star Asset Management Inc
|
BUY
|
- |
3.21KNew |
$296K - $316K
|
3.21K
$378K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.2K+ 2.66% |
$295K - $314K
|
124K
$14.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.01K+ 29.72% |
$277K - $295K
|
13.1K
$1.54M
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.73KNew |
$251K - $268K
|
2.73K
$321K
|
|
|
Aug 16, 2021
Q2 2021
|
Motive Wealth Advisors
|
BUY
|
- |
2.14KNew |
$197K - $210K
|
2.14K
$252K
|
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.12KNew |
$195K - $208K
|
2.12K
$249K
|
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.8K+ 3.72% |
$166K - $177K
|
50.2K
$5.9M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.49K+ 3.57% |
$138K - $146K
|
43.2K
$5.09M
|
|
|
Jul 30, 2021
Q2 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.12K+ 1.62% |
$104K - $110K
|
70.6K
$8.31M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$92.2K - $98.2K
|
1K
$118K
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
767+ 15.39% |
$70.7K - $75.3K
|
5.75K
$677K
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
597New |
$55.1K - $58.6K
|
597
$70.2K
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
562New |
$51.8K - $55.2K
|
562
$66.1K
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
167+ 0.31% |
$15.4K - $16.4K
|
54.3K
$6.39M
|
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
86+ 3.26% |
$7.93K - $8.45K
|
2.73K
$321K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77+ 0.33% |
$7.1K - $7.56K
|
23.3K
$2.74M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
31+ 10.88% |
$2.86K - $3.04K
|
316
$37.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24+ 0.73% |
$2.21K - $2.36K
|
3.3K
$388K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21New |
$1.94K - $2.06K
|
21
$2.47K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
12New |
$1.11K - $1.18K
|
12
$1.41K
|
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
12New |
$1.11K - $1.18K
|
12
$1.41K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-29- 18.71% |
$2.67K - $2.85K
|
126
$14.8K
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-35Closed |
$3.23K - $3.44K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-61Closed |
$5.63K - $5.99K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-69- 2.29% |
$6.36K - $6.78K
|
2.95K
$346K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-103Closed |
$9.5K - $10.1K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-124- 0.28% |
$11.4K - $12.2K
|
43.8K
$5.16M
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-124- 9.31% |
$11.4K - $12.2K
|
1.21K
$142K
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-124- 9.31% |
$11.4K - $12.2K
|
1.21K
$142K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-134- 1.66% |
$12.4K - $13.2K
|
7.96K
$936K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-187- 4.84% |
$17.2K - $18.4K
|
3.68K
$433K
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
SELL
|
- |
-208- 7.72% |
$19.2K - $20.4K
|
2.49K
$292K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-231- 1.68% |
$21.3K - $22.7K
|
13.5K
$1.59M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-271- 4.25% |
$25K - $26.6K
|
6.11K
$719K
|
|
|
Jul 30, 2021
Q2 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-326- 9.84% |
$30.1K - $32K
|
2.99K
$351K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-623- 15.06% |
$57.5K - $61.2K
|
3.51K
$413K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-776Closed |
$71.6K - $76.2K
|
0
$0
|