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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39+ 2.9% |
$1.94K - $2.05K
|
1.38K
$73.3K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
36New |
$1.79K - $1.89K
|
36
$1.91K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
34+ 1.37% |
$1.69K - $1.78K
|
2.51K
$133K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.4% |
$546 - $577
|
2.77K
$147K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8+ 1.22% |
$397 - $420
|
662
$35.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
6+ 0.07% |
$298 - $315
|
8.94K
$474K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30- 0.31% |
$1.49K - $1.57K
|
9.54K
$506K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-37- 0.06% |
$1.84K - $1.94K
|
60.2K
$3.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-92- 1.12% |
$4.57K - $4.83K
|
8.09K
$429K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-115- 2.48% |
$5.71K - $6.04K
|
4.52K
$240K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-124- 1.76% |
$6.16K - $6.51K
|
6.92K
$367K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-180- 2.2% |
$8.94K - $9.45K
|
8.01K
$425K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-194- 13.44% |
$9.64K - $10.2K
|
1.25K
$66.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-196- 0.76% |
$9.74K - $10.3K
|
25.7K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-240- 0.57% |
$11.9K - $12.6K
|
42.1K
$2.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-644- 2.63% |
$32K - $33.8K
|
23.9K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-936- 18.47% |
$46.5K - $49.1K
|
4.13K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.01K- 8.27% |
$50.2K - $53K
|
11.2K
$594K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.15K- 11.91% |
$57.3K - $60.5K
|
8.53K
$452K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.97K- 6.63% |
$97.7K - $103K
|
27.7K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.01K- 19.58% |
$99.8K - $105K
|
8.25K
$437K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.05K- 9.12% |
$102K - $108K
|
20.5K
$1.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.25K- 2.47% |
$112K - $118K
|
88.6K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.74K- 21.5% |
$136K - $144K
|
10K
$530K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.06K- 0.91% |
$152K - $160K
|
332K
$17.6M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.49K- 27.77% |
$173K - $183K
|
9.06K
$481K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.83K- 2.6% |
$190K - $201K
|
144K
$7.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.58K- 2.36% |
$227K - $240K
|
190K
$10.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.82K- 73.56% |
$239K - $253K
|
1.73K
$91.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.86K- 8.68% |
$241K - $255K
|
51.1K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.93K- 11.06% |
$294K - $311K
|
47.7K
$2.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-14.9K- 19.04% |
$739K - $781K
|
63.2K
$3.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18K- 8.48% |
$892K - $942K
|
194K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.2K- 40.35% |
$906K - $957K
|
27K
$1.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-18.4K- 11.9% |
$916K - $968K
|
137K
$7.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22K- 26.07% |
$1.09M - $1.16M
|
62.4K
$3.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26K- 98.31% |
$1.29M - $1.37M
|
446
$23.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.1K- 16.03% |
$1.3M - $1.37M
|
137K
$7.26M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-44.2K- 70.74% |
$2.19M - $2.32M
|
18.3K
$968K
|