Purchases and Sales Made in Q1 2023 in Jp Morgan Diversified Return (JPEM)
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 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
151+ 0.62% |
$7.42K - $7.97K
|
24.5K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90New |
$4.42K - $4.75K
|
90
$4.88K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
89+ 1.77% |
$4.37K - $4.7K
|
5.12K
$278K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
63New |
$3.1K - $3.32K
|
63
$3.41K
|
|
|
May 03, 2023
Q1 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
58+ 0.65% |
$2.85K - $3.06K
|
8.93K
$484K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
39+ 30.0% |
$1.92K - $2.06K
|
169
$9.16K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5+ 10.0% |
$246 - $264
|
55
$2.98K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 0.12% |
$147 - $158
|
2.48K
$134K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.04% |
$49.1 - $52.8
|
2.76K
$149K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.07% |
$49.1 - $52.8
|
1.34K
$72.8K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-32- 0.39% |
$1.57K - $1.69K
|
8.18K
$443K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-182- 1.47% |
$8.94K - $9.6K
|
12.2K
$662K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-210- 0.81% |
$10.3K - $11.1K
|
25.9K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-282- 2.83% |
$13.9K - $14.9K
|
9.67K
$524K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-726- 9.98% |
$35.7K - $38.3K
|
6.55K
$355K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02K- 7.66% |
$49.9K - $53.6K
|
12.3K
$664K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 16.8% |
$50.3K - $54K
|
5.07K
$275K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.75K- 5.58% |
$86.2K - $92.6K
|
29.7K
$1.61M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.73K- 27.93% |
$134K - $144K
|
7.05K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-4.54K- 9.69% |
$223K - $240K
|
42.4K
$2.29M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-4.6K- 57.07% |
$226K - $243K
|
3.46K
$187K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.63K- 50.0% |
$228K - $244K
|
4.63K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.98K- 2.75% |
$294K - $315K
|
212K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.1K- 35.79% |
$349K - $375K
|
12.7K
$690K
|
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-9.57K- 5.52% |
$470K - $505K
|
164K
$8.88M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.7K- 60.58% |
$722K - $776K
|
9.57K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-52.2K- 36.19% |
$2.57M - $2.76M
|
92.1K
$4.99M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.2K- 35.98% |
$4.09M - $4.39M
|
148K
$8.02M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-341K- 63.69% |
$16.7M - $18M
|
194K
$10.5M
|