Purchases and Sales Made in Q1 2022 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q1 2022. The information is specifically focused on institutions that hold shares of JP MORGAN DIVERSIFIED RETURN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117K+ 380.55% |
$6.11M - $6.94M
|
148K
$8.02M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
100K+ 100.05% |
$5.21M - $5.93M
|
200K
$10.8M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
59.9K+ 172.75% |
$3.12M - $3.55M
|
94.5K
$5.12M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.2K+ 296.44% |
$1.94M - $2.2M
|
49.7K
$2.7M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33.3KNew |
$1.74M - $1.97M
|
33.3K
$1.81M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
26.8KNew |
$1.39M - $1.58M
|
26.8K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.5KNew |
$1.33M - $1.51M
|
25.5K
$1.38M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$746K - $849K
|
14.3K
$777K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.6K+ 14.7% |
$551K - $626K
|
82.5K
$4.47M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.87K+ 14.51% |
$514K - $584K
|
77.9K
$4.22M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.46K+ 46.67% |
$440K - $501K
|
26.6K
$1.44M
|
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
5.99KNew |
$312K - $355K
|
5.99K
$325K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.17KNew |
$269K - $306K
|
5.17K
$280K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.92K+ 75.3% |
$256K - $292K
|
11.5K
$621K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.59KNew |
$187K - $213K
|
3.59K
$195K
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
BUY
|
- |
3.23K+ 16.67% |
$168K - $191K
|
22.6K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.09K+ 1.91% |
$161K - $183K
|
165K
$8.93M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 11.72% |
$142K - $162K
|
26K
$1.41M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
2.52K+ 69.59% |
$131K - $149K
|
6.15K
$333K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.88K+ 243.84% |
$97.9K - $111K
|
2.65K
$144K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.76K+ 2.87% |
$91.8K - $104K
|
63.2K
$3.42M
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
1.27K+ 7.58% |
$66.2K - $75.3K
|
18.1K
$978K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
820+ 8.47% |
$42.7K - $48.6K
|
10.5K
$569K
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
685+ 2.31% |
$35.7K - $40.6K
|
30.4K
$1.65M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
591+ 0.5% |
$30.8K - $35K
|
120K
$6.48M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
537New |
$28K - $31.8K
|
537
$29.1K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
442+ 12.32% |
$23K - $26.2K
|
4.03K
$218K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
216+ 1.49% |
$11.2K - $12.8K
|
14.7K
$795K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
200New |
$10.4K - $11.8K
|
200
$10.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
90+ 4.24% |
$4.69K - $5.33K
|
2.22K
$120K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
53New |
$2.76K - $3.14K
|
53
$2.87K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
49New |
$2.55K - $2.9K
|
49
$2.66K
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
11+ 0.47% |
$573 - $651
|
2.37K
$128K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.15% |
$208 - $237
|
2.73K
$148K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.27% |
$52.1 - $59.2
|
377
$20.4K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 1.1% |
$52.1 - $59.2
|
92
$4.99K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6- 0.46% |
$312 - $355
|
1.31K
$70.7K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-160Closed |
$8.33K - $9.48K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-243- 1.6% |
$12.7K - $14.4K
|
15K
$810K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-351- 3.41% |
$18.3K - $20.8K
|
9.93K
$538K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-396Closed |
$20.6K - $23.5K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-649- 13.03% |
$33.8K - $38.4K
|
4.33K
$235K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-889- 6.69% |
$46.3K - $52.6K
|
12.4K
$672K
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.02K- 15.43% |
$52.8K - $60.1K
|
5.56K
$301K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 6.12% |
$56.6K - $64.4K
|
16.7K
$903K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.11K- 10.27% |
$57.9K - $65.9K
|
9.73K
$527K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.66K- 17.83% |
$86.6K - $98.5K
|
7.67K
$416K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.72KClosed |
$89.4K - $102K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.85K- 3.04% |
$96.2K - $109K
|
58.9K
$3.19M
|