Purchases and Sales Made in Q2 2023 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.94K- 2.55% |
$178K - $189K
|
74K
$8.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.38K- 0.7% |
$218K - $232K
|
338K
$38.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.69K- 5.56% |
$247K - $263K
|
45.7K
$5.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.09K- 9.11% |
$284K - $302K
|
30.8K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.13K- 3.19% |
$564K - $599K
|
186K
$21M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.89K- 29.88% |
$726K - $771K
|
18.5K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13K- 3.45% |
$1.2M - $1.28M
|
365K
$41.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-18.1K- 32.64% |
$1.67M - $1.77M
|
37.4K
$4.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24K- 84.59% |
$2.21M - $2.35M
|
4.37K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-28.5K- 19.07% |
$2.62M - $2.78M
|
121K
$13.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-30.5K- 49.48% |
$2.81M - $2.98M
|
31.2K
$3.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51.8K- 98.41% |
$4.76M - $5.06M
|
836
$94.5K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-53.2K- 91.39% |
$4.9M - $5.2M
|
5.02K
$567K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-56.8K- 8.45% |
$5.23M - $5.56M
|
616K
$69.6M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-85.4K- 89.02% |
$7.86M - $8.35M
|
10.5K
$1.19M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-104K- 85.89% |
$9.55M - $10.1M
|
17K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-126K- 73.24% |
$11.6M - $12.3M
|
46K
$5.2M
|