Purchases and Sales Made in Q3 2021 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.9KNew |
$3.14M - $3.33M
|
54.9K
$2.98M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24K+ 69.14% |
$1.37M - $1.45M
|
58.6K
$3.18M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23K+ 167.65% |
$1.31M - $1.39M
|
36.6K
$1.99M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14KNew |
$798K - $849K
|
14K
$758K
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
4.6K+ 20.1% |
$262K - $279K
|
27.5K
$1.49M
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.78KNew |
$216K - $229K
|
3.78K
$205K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 20.12% |
$185K - $197K
|
19.4K
$1.05M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.16KNew |
$180K - $192K
|
3.16K
$171K
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.59K+ 5.11% |
$148K - $157K
|
53.2K
$2.88M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.54K+ 1.62% |
$145K - $154K
|
159K
$8.61M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.49K+ 3.88% |
$84.9K - $90.3K
|
39.8K
$2.16M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.49K+ 3.27% |
$84.8K - $90.2K
|
47K
$2.55M
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.25KNew |
$71.6K - $76.1K
|
1.25K
$68K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17K+ 3.48% |
$67K - $71.2K
|
34.9K
$1.89M
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
987+ 1.7% |
$56.3K - $59.9K
|
58.9K
$3.19M
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
976+ 6.65% |
$55.7K - $59.2K
|
15.7K
$848K
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
765+ 12.24% |
$43.7K - $46.4K
|
7.02K
$380K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
747+ 22.07% |
$42.6K - $45.3K
|
4.13K
$224K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
659+ 109.29% |
$37.6K - $40K
|
1.26K
$68.4K
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
409+ 3.04% |
$23.3K - $24.8K
|
13.9K
$751K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
277New |
$15.8K - $16.8K
|
277
$15K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
170+ 1.47% |
$9.7K - $10.3K
|
11.7K
$636K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121+ 0.6% |
$6.91K - $7.34K
|
20.2K
$1.09M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 1.82% |
$5.02K - $5.34K
|
4.92K
$266K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41+ 1.19% |
$2.34K - $2.49K
|
3.5K
$190K
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
40New |
$2.28K - $2.43K
|
40
$2.17K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
29New |
$1.66K - $1.76K
|
29
$1.57K
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.03% |
$57.1 - $60.7
|
34
$1.84K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-3- 4.0% |
$171 - $182
|
72
$3.9K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-95- 0.1% |
$5.42K - $5.77K
|
91K
$4.93M
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-115- 1.62% |
$6.56K - $6.98K
|
6.96K
$377K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-139- 1.44% |
$7.93K - $8.44K
|
9.5K
$515K
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-171- 1.2% |
$9.76K - $10.4K
|
14.1K
$766K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-181- 1.21% |
$10.3K - $11K
|
14.8K
$802K
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-215- 1.12% |
$12.3K - $13.1K
|
19K
$1.03M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-216- 14.59% |
$12.3K - $13.1K
|
1.26K
$68.5K
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-240- 1.42% |
$13.7K - $14.6K
|
16.6K
$901K
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
SELL
|
- |
-376- 0.31% |
$21.5K - $22.8K
|
120K
$6.49M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-544- 0.96% |
$31.1K - $33K
|
55.9K
$3.03M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-580- 12.8% |
$33.1K - $35.2K
|
3.95K
$214K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-943- 9.18% |
$53.8K - $57.2K
|
9.33K
$506K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-943- 0.43% |
$53.8K - $57.2K
|
220K
$11.9M
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.55K- 39.94% |
$88.2K - $93.8K
|
2.33K
$126K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.79K- 13.98% |
$102K - $109K
|
11K
$598K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.13K- 10.67% |
$350K - $372K
|
51.3K
$2.78M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.33KClosed |
$361K - $384K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.59K- 29.9% |
$433K - $461K
|
17.8K
$964K
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-11.3KClosed |
$646K - $687K
|
0
$0
|