Purchases and Sales Made in Q2 2023 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
192KNew |
$9.52M - $10.1M
|
192K
$10.4M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
91.9KNew |
$4.56M - $4.82M
|
91.9K
$4.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
69.5K+ 601.97% |
$3.45M - $3.65M
|
81.1K
$4.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.8K+ 61.34% |
$3.42M - $3.61M
|
181K
$9.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.8KNew |
$2.17M - $2.3M
|
43.8K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
34.2KNew |
$1.7M - $1.8M
|
34.2K
$1.86M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
27.7KNew |
$1.37M - $1.45M
|
27.7K
$1.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
25.3K+ 403.13% |
$1.26M - $1.33M
|
31.6K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.8K+ 15.4% |
$1.13M - $1.2M
|
171K
$9.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.9K+ 18.4% |
$842K - $889K
|
109K
$5.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
16.1KNew |
$802K - $847K
|
16.1K
$875K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.3KNew |
$759K - $802K
|
15.3K
$828K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14.3KNew |
$713K - $753K
|
14.3K
$777K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.9KNew |
$592K - $626K
|
11.9K
$646K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
11.5K+ 13.65% |
$570K - $603K
|
95.6K
$5.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
8.07K+ 16.99% |
$401K - $424K
|
55.6K
$3.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.62K+ 62.21% |
$379K - $400K
|
19.9K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.46K+ 23.91% |
$371K - $392K
|
38.7K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.08KNew |
$352K - $371K
|
7.08K
$384K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.56KNew |
$326K - $344K
|
6.56K
$355K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.15K+ 1142.94% |
$305K - $323K
|
6.69K
$362K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.11KNew |
$304K - $321K
|
6.11K
$331K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.88K+ 110.82% |
$292K - $309K
|
11.2K
$606K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.61KNew |
$279K - $295K
|
5.61K
$304K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5.39KNew |
$268K - $283K
|
5.39K
$292K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
5.3K+ 102.73% |
$263K - $278K
|
10.5K
$567K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.77K+ 8.46% |
$237K - $250K
|
61.1K
$3.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.19KNew |
$208K - $220K
|
4.19K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.05K+ 1.46% |
$201K - $213K
|
282K
$15.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.9K+ 50.65% |
$194K - $205K
|
11.6K
$629K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.85K+ 7.02% |
$191K - $202K
|
58.7K
$3.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
2.93K+ 1.79% |
$146K - $154K
|
167K
$9.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.37K+ 6.56% |
$118K - $124K
|
38.4K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.31K+ 9.42% |
$114K - $121K
|
26.8K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.17K+ 42.4% |
$108K - $114K
|
7.3K
$395K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.88K+ 532.58% |
$93.4K - $98.7K
|
2.23K
$121K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.74K+ 4.64% |
$86.6K - $91.5K
|
39.3K
$2.13M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
1.74K+ 1.23% |
$86.5K - $91.4K
|
143K
$7.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.72K+ 17.8% |
$85.5K - $90.4K
|
11.4K
$617K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.43K+ 5.0% |
$71K - $75.1K
|
30.1K
$1.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.42KNew |
$70.5K - $74.5K
|
1.42K
$76.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 0.25% |
$65.1K - $68.8K
|
536K
$29M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
1.13K+ 2.23% |
$56.1K - $59.3K
|
51.8K
$2.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
934+ 7.01% |
$46.4K - $49K
|
14.3K
$773K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
719New |
$35.7K - $37.7K
|
719
$39K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
298New |
$14.8K - $15.6K
|
298
$16.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
289+ 3.3% |
$14.4K - $15.2K
|
9.05K
$490K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
272+ 7.8% |
$13.5K - $14.3K
|
3.76K
$204K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
172+ 2.15% |
$8.54K - $9.03K
|
8.18K
$443K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
54New |
$2.68K - $2.83K
|
54
$2.93K
|