Purchases and Sales Made in Q2 2022 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
111KNew |
$5.44M - $6.33M
|
111K
$5.91M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
96K+ 99.42% |
$4.7M - $5.47M
|
192K
$10.3M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.5K+ 44.01% |
$3.55M - $4.13M
|
237K
$12.6M
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
40K+ 270.1% |
$1.96M - $2.28M
|
54.7K
$2.92M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33.7K+ 35.67% |
$1.65M - $1.92M
|
128K
$6.83M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.5K+ 14.73% |
$1.45M - $1.68M
|
230K
$12.2M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.5K+ 14.73% |
$1.45M - $1.68M
|
230K
$12.2M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.93K+ 68.66% |
$487K - $567K
|
24.4K
$1.3M
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
6.78K+ 22.31% |
$332K - $386K
|
37.1K
$1.98M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.27K+ 82.6% |
$209K - $244K
|
9.44K
$503K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.13KNew |
$203K - $236K
|
4.13K
$220K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
3.79K+ 61.67% |
$186K - $216K
|
9.94K
$529K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.53K+ 7.1% |
$173K - $201K
|
53.3K
$2.84M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.17K+ 6.45% |
$155K - $181K
|
52.3K
$2.78M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.1K+ 14.97% |
$103K - $120K
|
16.2K
$861K
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
1.91K+ 1.6% |
$93.5K - $109K
|
122K
$6.48M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.79K+ 5.42% |
$87.8K - $102K
|
34.8K
$1.86M
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.23K+ 11.67% |
$60K - $69.9K
|
11.7K
$625K
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
970+ 5.37% |
$47.5K - $55.3K
|
19K
$1.01M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
537New |
$26.3K - $30.6K
|
537
$28.6K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
530+ 12.23% |
$26K - $30.2K
|
4.86K
$259K
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
36+ 1.52% |
$1.76K - $2.05K
|
2.41K
$128K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.4% |
$539 - $627
|
2.74K
$146K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.27% |
$49 - $57
|
378
$20.1K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.94% |
$49 - $57
|
35
$1.86K
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 1.09% |
$49 - $57
|
93
$4.95K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.94% |
$49 - $57
|
35
$1.86K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.08% |
$49 - $57
|
1.3K
$69.5K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30- 0.31% |
$1.47K - $1.71K
|
9.7K
$517K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-49Closed |
$2.4K - $2.79K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-53Closed |
$2.6K - $3.02K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-200Closed |
$9.8K - $11.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-425- 1.6% |
$20.8K - $24.2K
|
26.2K
$1.39M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-537Closed |
$26.3K - $30.6K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-580- 7.56% |
$28.4K - $33.1K
|
7.09K
$378K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-732- 5.9% |
$35.9K - $41.8K
|
11.7K
$622K
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-779- 3.45% |
$38.2K - $44.4K
|
21.8K
$1.16M
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-855- 1.35% |
$41.9K - $48.8K
|
62.3K
$3.32M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-875Closed |
$42.9K - $49.9K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.25KClosed |
$61.4K - $71.5K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.38K- 13.88% |
$67.6K - $78.7K
|
8.55K
$456K
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.54K- 1.63% |
$173K - $202K
|
214K
$11.4M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.59KClosed |
$176K - $205K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-3.69K- 24.68% |
$181K - $211K
|
11.3K
$600K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.88K- 4.98% |
$190K - $221K
|
74K
$3.94M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.96K- 15.21% |
$194K - $226K
|
22.1K
$1.18M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.03KClosed |
$198K - $230K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.73K- 33.02% |
$232K - $270K
|
9.6K
$511K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.53K- 37.68% |
$271K - $315K
|
9.15K
$487K
|