Purchases and Sales Made in Q1 2024 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q1 2024. 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 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
270+ 2.1% |
$13.8K - $14.6K
|
13.1K
$695K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
164+ 51.09% |
$8.37K - $8.89K
|
485
$25.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
160+ 2.57% |
$8.17K - $8.67K
|
6.38K
$338K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
142+ 2.43% |
$7.25K - $7.69K
|
5.97K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
103+ 0.49% |
$5.26K - $5.58K
|
21.3K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57+ 0.27% |
$2.91K - $3.09K
|
20.9K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
39+ 28.68% |
$1.99K - $2.11K
|
175
$9.28K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 10.23% |
$459 - $488
|
97
$5.14K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.14% |
$51 - $54.2
|
691
$36.6K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.09% |
$51 - $54.2
|
1.13K
$60K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.33% |
$51 - $54.2
|
308
$16.3K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-1- 0.01% |
$51 - $54.2
|
7.9K
$419K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-30- 0.12% |
$1.53K - $1.63K
|
24.3K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-37- 0.48% |
$1.89K - $2K
|
7.65K
$406K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-63- 1.64% |
$3.22K - $3.41K
|
3.79K
$201K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-77- 2.61% |
$3.93K - $4.17K
|
2.88K
$153K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-116- 48.54% |
$5.92K - $6.28K
|
123
$6.52K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-137- 6.51% |
$6.99K - $7.42K
|
1.97K
$104K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-205- 68.11% |
$10.5K - $11.1K
|
96
$5.09K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-282- 4.08% |
$14.4K - $15.3K
|
6.64K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-423- 4.93% |
$21.6K - $22.9K
|
8.16K
$432K
|
|
|
May 06, 2024
Q1 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-447- 0.99% |
$22.8K - $24.2K
|
44.6K
$2.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-588- 9.32% |
$30K - $31.9K
|
5.72K
$303K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-620- 11.99% |
$31.6K - $33.6K
|
4.55K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-664- 29.62% |
$33.9K - $36K
|
1.58K
$83.7K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-781- 7.18% |
$39.9K - $42.3K
|
10.1K
$535K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-842- 15.66% |
$43K - $45.6K
|
4.54K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-916- 11.31% |
$46.8K - $49.6K
|
7.18K
$381K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-917- 4.94% |
$46.8K - $49.7K
|
17.6K
$935K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-923- 1.28% |
$47.1K - $50K
|
71.5K
$3.79M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.23K- 4.11% |
$62.7K - $66.6K
|
28.7K
$1.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.27K- 73.48% |
$64.9K - $68.9K
|
459
$24.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.32K- 7.97% |
$67.5K - $71.6K
|
15.3K
$809K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 19.85% |
$76.8K - $81.5K
|
6.08K
$322K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.75K- 7.16% |
$89.4K - $94.9K
|
22.7K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.84K- 31.94% |
$94.1K - $99.9K
|
3.93K
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.07K- 8.82% |
$106K - $112K
|
21.4K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.12K- 28.9% |
$108K - $115K
|
5.21K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.78K- 1.54% |
$142K - $151K
|
178K
$9.43M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.52K- 2.08% |
$180K - $191K
|
166K
$8.78M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.73K- 69.69% |
$190K - $202K
|
1.62K
$86K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.98K- 13.09% |
$254K - $270K
|
33.1K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.03K- 2.42% |
$257K - $272K
|
203K
$10.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.55K- 30.52% |
$283K - $300K
|
12.6K
$669K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.91K- 3.75% |
$301K - $320K
|
152K
$8.05M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.91K- 3.75% |
$301K - $320K
|
152K
$8.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.08K- 33.91% |
$310K - $329K
|
11.8K
$628K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-7.05K- 33.34% |
$360K - $382K
|
14.1K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-14.2K- 38.36% |
$724K - $769K
|
22.8K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.8K- 25.49% |
$758K - $804K
|
43.4K
$2.3M
|