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 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 11.29% |
$101K - $108K
|
8.63K
$1.02M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.03K- 14.24% |
$188K - $200K
|
12.3K
$1.44M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.42KClosed |
$223K - $237K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.83KClosed |
$261K - $278K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.53K- 42.25% |
$325K - $347K
|
4.82K
$567K
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-3.56K- 17.79% |
$329K - $350K
|
16.5K
$1.94M
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.87K- 37.25% |
$357K - $380K
|
6.52K
$767K
|
|
Jul 29, 2021
Q2 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-4.86K- 8.92% |
$448K - $477K
|
49.6K
$5.84M
|
|
Aug 05, 2021
Q2 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-5.41KClosed |
$499K - $532K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-5.52K- 72.75% |
$509K - $543K
|
2.07K
$243K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-7.44K- 1.97% |
$686K - $730K
|
370K
$43.6M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.98K- 5.56% |
$828K - $882K
|
152K
$17.9M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.2K- 26.28% |
$1.41M - $1.5M
|
42.8K
$5.03M
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-27.6K- 1.77% |
$2.54M - $2.71M
|
1.53M
$180M
|
|
Jul 28, 2021
Q2 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-47.1K- 5.79% |
$4.35M - $4.63M
|
767K
$90.2M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.3K- 80.21% |
$4.46M - $4.75M
|
11.9K
$1.4M
|
|
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-664KClosed |
$61.2M - $65.2M
|
0
$0
|