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 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
60+ 1.15% |
$3.18K - $3.42K
|
5.27K
$279K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15+ 1.33% |
$795 - $854
|
1.15K
$60.8K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
10+ 1.45% |
$530 - $569
|
701
$37.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7New |
$371 - $398
|
7
$371
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 1.3% |
$212 - $228
|
312
$16.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.1% |
$106 - $114
|
1.97K
$104K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6- 0.07% |
$318 - $342
|
8.35K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 0.07% |
$1.33K - $1.42K
|
35.4K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-61- 0.27% |
$3.23K - $3.47K
|
22.7K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-63- 0.09% |
$3.34K - $3.59K
|
71.6K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-69- 0.9% |
$3.66K - $3.93K
|
7.58K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-75- 0.67% |
$3.98K - $4.27K
|
11.1K
$589K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-189- 0.81% |
$10K - $10.8K
|
23.3K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-202- 0.83% |
$10.7K - $11.5K
|
24.1K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-226- 2.77% |
$12K - $12.9K
|
7.93K
$420K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-249- 1.41% |
$13.2K - $14.2K
|
17.4K
$922K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-331- 3.28% |
$17.6K - $18.8K
|
9.76K
$518K
|
|
|
Aug 08, 2024
Q2 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-345- 0.77% |
$18.3K - $19.6K
|
44.3K
$2.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-368- 2.61% |
$19.5K - $20.9K
|
13.7K
$728K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-373- 1.23% |
$19.8K - $21.2K
|
30.1K
$1.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-382- 5.32% |
$20.3K - $21.7K
|
6.8K
$361K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-390- 6.11% |
$20.7K - $22.2K
|
5.99K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-423- 26.08% |
$22.4K - $24.1K
|
1.2K
$63.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-532- 2.48% |
$28.2K - $30.3K
|
20.9K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-630- 3.76% |
$33.4K - $35.9K
|
16.1K
$855K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-678- 42.97% |
$36K - $38.6K
|
900
$47.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-726- 0.98% |
$38.5K - $41.3K
|
73.7K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-731- 0.42% |
$38.8K - $41.6K
|
174K
$9.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-843- 7.61% |
$44.7K - $48K
|
10.2K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.15K- 1.9% |
$61.1K - $65.6K
|
59.5K
$3.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.4K- 10.01% |
$74.3K - $79.7K
|
12.6K
$668K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.47K- 6.47% |
$78K - $83.7K
|
21.3K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.68K- 25.31% |
$89.1K - $95.6K
|
4.96K
$263K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.86K- 32.54% |
$98.7K - $106K
|
3.86K
$205K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 32.26% |
$100K - $107K
|
3.96K
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.71K- 95.96% |
$143K - $154K
|
114
$6.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.68K- 26.05% |
$195K - $209K
|
10.4K
$554K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.98K- 3.79% |
$211K - $226K
|
101K
$5.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4K- 2.42% |
$212K - $228K
|
162K
$8.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.78K- 24.82% |
$253K - $272K
|
14.5K
$767K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.85K- 3.49% |
$257K - $276K
|
134K
$7.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.93K- 11.37% |
$262K - $281K
|
38.5K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.57K- 3.13% |
$295K - $317K
|
172K
$9.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.45K- 27.84% |
$395K - $424K
|
19.3K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-8.67K- 20.61% |
$460K - $493K
|
33.4K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-9.39K- 32.73% |
$498K - $534K
|
19.3K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.9K- 14.37% |
$633K - $680K
|
71.2K
$3.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15K- 45.79% |
$798K - $856K
|
17.8K
$944K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.5K- 7.62% |
$819K - $880K
|
187K
$9.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.6K- 26.76% |
$1.36M - $1.46M
|
70.2K
$3.72M
|