Purchases and Sales Made in Q1 2023 in Jp Morgan Diversified Return (JPEM)

JPEM Quotes by TradingView

This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q1 2023. 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
Apr 06, 2023 Q1 2023
Teamwork Financial Advisors, LLC

BUY
 -
155K
New
$7.61M - $8.18M
155K $8.4M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
154K
+ 1724.65%
$7.57M - $8.13M
163K $8.83M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
56.4K
New
$2.77M - $2.97M
56.4K $3.05M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
45.6K
+ 44.77%
$2.24M - $2.41M
147K $7.99M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
45.2K
New
$2.22M - $2.39M
45.2K $2.45M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
44.2K
+ 414.03%
$2.17M - $2.33M
54.8K $2.97M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
37.6K
New
$1.85M - $1.98M
37.6K $2.04M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
37.6K
New
$1.85M - $1.98M
37.6K $2.04M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
32.3K
+ 40.47%
$1.59M - $1.71M
112K $6.08M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
32.2K
+ 151.15%
$1.58M - $1.7M
53.6K $2.9M
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
23.7K
+ 4.64%
$1.16M - $1.25M
534K $29M
May 09, 2023 Q1 2023
American Money Management, LLC

BUY
 -
23K
+ 19.4%
$1.13M - $1.21M
142K $7.68M
Apr 19, 2023 Q1 2023
Heron Financial Group, LLC

BUY
 -
21.6K
+ 74.05%
$1.06M - $1.14M
50.7K $2.75M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
20.8K
+ 200.25%
$1.02M - $1.1M
31.2K $1.69M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
19.5K
+ 53.54%
$958K - $1.03M
55.9K $3.03M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
17K
+ 305.9%
$833K - $895K
22.5K $1.22M
Apr 26, 2023 Q1 2023
Rhs Financial, LLC

BUY
 -
13.3K
+ 18.71%
$651K - $699K
84.1K $4.56M
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
12.5K
New
$617K - $662K
12.5K $680K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
11.8K
+ 16.3%
$582K - $625K
84.4K $4.58M
Apr 24, 2023 Q1 2023
Crumly & Associates Inc.

BUY
 -
11.5K
New
$567K - $609K
11.5K $626K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
8.76K
New
$430K - $462K
8.76K $475K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
8.19K
New
$402K - $432K
8.19K $444K
Apr 18, 2023 Q1 2023
Richard P Slaughter Associates Inc

BUY
 -
7.7K
New
$378K - $406K
7.7K $417K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
7.64K
+ 19.16%
$375K - $403K
47.5K $2.57M
Apr 18, 2023 Q1 2023
Sharkey, Howes & Javer

BUY
 -
6.27K
New
$308K - $331K
6.27K $340K
May 11, 2023 Q1 2023
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
5.2K
+ 16.86%
$256K - $275K
36.1K $1.96M
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
5.16K
New
$254K - $272K
5.16K $280K
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
4.41K
New
$217K - $233K
4.41K $239K
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
4.36K
+ 31.51%
$214K - $230K
18.2K $986K
May 11, 2023 Q1 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
4.08K
+ 19.98%
$200K - $215K
24.5K $1.33M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2.81K
+ 11.87%
$138K - $148K
26.5K $1.43M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
2K
New
$98.3K - $106K
2K $108K
May 12, 2023 Q1 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
1.87K
+ 2.46%
$92K - $98.8K
78.1K $4.23M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.22K
+ 10.09%
$60K - $64.4K
13.3K $722K
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

BUY
 -
1.19K
+ 21.28%
$58.3K - $62.6K
6.77K $367K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
656
+ 83.35%
$32.2K - $34.6K
1.44K $78.2K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
654
New
$32.1K - $34.5K
654 $35.4K
Apr 13, 2023 Q1 2023
Edge Rock Capital LLC

BUY
 -
617
+ 8.35%
$30.3K - $32.6K
8.01K $434K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
566
+ 0.17%
$27.8K - $29.9K
335K $18.2M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
555
+ 18.92%
$27.3K - $29.3K
3.49K $189K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
538
New
$26.4K - $28.4K
538 $29.2K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
467
+ 5.07%
$22.9K - $24.6K
9.68K $525K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
456
+ 4.65%
$22.4K - $24.1K
10.3K $556K
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
BUY
 -
371
+ 0.41%
$18.2K - $19.6K
90.9K $4.93M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
362
New
$17.8K - $19.1K
362 $19.6K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
353
New
$17.3K - $18.6K
353 $19.1K
Apr 24, 2023 Q1 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
270
+ 0.45%
$13.3K - $14.2K
60.2K $3.26M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
218
+ 0.08%
$10.7K - $11.5K
278K $15.1M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
164
+ 3.19%
$8.06K - $8.65K
5.31K $288K

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