Purchases and Sales Made in Q2 2024 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
450K+ 980.2% |
$23.9M - $25.6M
|
496K
$26.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
155KNew |
$8.21M - $8.82M
|
155K
$8.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.3K+ 54.9% |
$4.42M - $4.74M
|
235K
$12.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.3K+ 54.9% |
$4.42M - $4.74M
|
235K
$12.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
76.7KNew |
$4.07M - $4.36M
|
76.7K
$4.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
27.2K+ 44.83% |
$1.44M - $1.55M
|
87.9K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.2K+ 59.18% |
$1.39M - $1.49M
|
70.6K
$3.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.4KNew |
$1.08M - $1.16M
|
20.4K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2K+ 425.99% |
$860K - $923K
|
20K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
15.2KNew |
$808K - $867K
|
15.2K
$825K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.2K+ 5.5% |
$752K - $808K
|
272K
$14.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
10.3K+ 81.19% |
$544K - $584K
|
22.9K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.91K+ 3.03% |
$525K - $564K
|
336K
$18.2M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.99KNew |
$477K - $512K
|
8.99K
$487K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.59K+ 28.46% |
$455K - $489K
|
38.8K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.19K+ 78.14% |
$434K - $466K
|
18.7K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.96K+ 40.72% |
$422K - $453K
|
27.5K
$1.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.92KNew |
$420K - $451K
|
7.92K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.86K+ 111.97% |
$311K - $334K
|
11.1K
$602K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.38K+ 3.95% |
$285K - $306K
|
142K
$7.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.34K+ 25.54% |
$283K - $304K
|
26.2K
$1.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5.21KNew |
$276K - $297K
|
5.21K
$282K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.79K+ 36.49% |
$254K - $272K
|
17.9K
$970K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.54K+ 62.54% |
$241K - $258K
|
11.8K
$639K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.14KNew |
$220K - $236K
|
4.14K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.97KNew |
$211K - $226K
|
3.97K
$215K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.85KNew |
$204K - $219K
|
3.85K
$209K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.66KNew |
$141K - $151K
|
2.66K
$144K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.62K+ 3.66% |
$139K - $149K
|
74.1K
$4.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.46K+ 2.3% |
$131K - $140K
|
110K
$5.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.35KNew |
$124K - $133K
|
2.35K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
2.1K+ 1.31% |
$111K - $119K
|
162K
$8.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.96K+ 7.7% |
$104K - $111K
|
27.4K
$1.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.88K+ 8.4% |
$99.7K - $107K
|
24.3K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.78K+ 3.81% |
$94.4K - $101K
|
48.5K
$2.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.54KNew |
$81.6K - $87.6K
|
1.54K
$83.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.24K+ 5.68% |
$65.5K - $70.4K
|
23K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.12KNew |
$59.3K - $63.6K
|
1.12K
$60.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.05K+ 13.26% |
$55.5K - $59.6K
|
8.95K
$485K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.03K+ 15.79% |
$54.8K - $58.8K
|
7.58K
$411K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
673+ 92.83% |
$35.7K - $38.3K
|
1.4K
$75.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
613+ 3.65% |
$32.5K - $34.9K
|
17.4K
$943K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
577+ 6.29% |
$30.6K - $32.8K
|
9.75K
$528K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
495+ 3.24% |
$26.2K - $28.2K
|
15.8K
$853K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
310New |
$16.4K - $17.6K
|
310
$16.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$15.9K - $17.1K
|
300
$16.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
269+ 6.85% |
$14.3K - $15.3K
|
4.2K
$227K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
215+ 4.74% |
$11.4K - $12.2K
|
4.75K
$257K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
168New |
$8.91K - $9.56K
|
168
$9.1K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
67+ 1.12% |
$3.55K - $3.81K
|
6.04K
$327K
|