Purchases and Sales Made in Q3 2023 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
112KNew |
$5.62M - $5.96M
|
112K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
58.8KNew |
$2.95M - $3.12M
|
58.8K
$3.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
50.9KNew |
$2.55M - $2.71M
|
50.9K
$2.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
49.5K+ 178.81% |
$2.48M - $2.63M
|
77.1K
$4.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
43.1KNew |
$2.16M - $2.29M
|
43.1K
$2.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
37.1KNew |
$1.86M - $1.97M
|
37.1K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.2K+ 16.14% |
$1.46M - $1.55M
|
210K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24KNew |
$1.2M - $1.27M
|
24K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23K+ 12.12% |
$1.15M - $1.22M
|
213K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4K+ 32.27% |
$771K - $817K
|
63K
$3.42M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
14.8K+ 274.41% |
$741K - $786K
|
20.2K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11KNew |
$553K - $586K
|
11K
$597K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2K+ 19.97% |
$511K - $542K
|
61.3K
$3.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
9.36KNew |
$469K - $497K
|
9.36K
$507K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
8.86KNew |
$444K - $471K
|
8.86K
$480K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.59K+ 8.26% |
$380K - $403K
|
99.5K
$5.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.43KNew |
$372K - $395K
|
7.43K
$403K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
6.5KNew |
$326K - $346K
|
6.5K
$352K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.49K+ 58.04% |
$325K - $345K
|
17.7K
$958K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.43KNew |
$322K - $342K
|
6.43K
$348K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
5.62K+ 6.93% |
$281K - $298K
|
86.7K
$4.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.47K+ 48.85% |
$274K - $291K
|
16.7K
$903K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
5.33KNew |
$267K - $283K
|
5.33K
$289K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5K+ 12.71% |
$251K - $266K
|
44.3K
$2.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.93K+ 32.23% |
$247K - $262K
|
20.2K
$1.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.73K+ 29.28% |
$237K - $251K
|
20.9K
$1.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.47KNew |
$224K - $238K
|
4.47K
$242K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.26K+ 11.0% |
$213K - $226K
|
42.9K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.15K+ 3.81% |
$208K - $221K
|
113K
$6.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
3.77K+ 36.01% |
$189K - $200K
|
14.2K
$771K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.73K+ 55.1% |
$187K - $198K
|
10.5K
$569K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.14K+ 51.34% |
$157K - $167K
|
9.25K
$501K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.67K+ 1.56% |
$134K - $142K
|
173K
$9.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.62K+ 18.28% |
$131K - $139K
|
17K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
2.32K+ 1.62% |
$116K - $123K
|
146K
$7.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.26K+ 0.42% |
$113K - $120K
|
538K
$29.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.59K+ 5.93% |
$79.5K - $84.3K
|
28.4K
$1.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.53K+ 1.61% |
$76.9K - $81.5K
|
97.1K
$5.26M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.41KNew |
$70.4K - $74.7K
|
1.41K
$76.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.28K+ 17.53% |
$64.1K - $68K
|
8.57K
$465K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1KNew |
$50.1K - $53.1K
|
1K
$54.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
766New |
$38.4K - $40.7K
|
766
$41.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
710+ 10.62% |
$35.6K - $37.7K
|
7.4K
$401K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
609+ 6.38% |
$30.5K - $32.4K
|
10.1K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
589New |
$29.5K - $31.3K
|
589
$31.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
575+ 4.03% |
$28.8K - $30.6K
|
14.8K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
502+ 1.47% |
$25.2K - $26.7K
|
34.7K
$1.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
340+ 1.13% |
$17K - $18.1K
|
30.4K
$1.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
195+ 2.36% |
$9.77K - $10.4K
|
8.45K
$458K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
182+ 0.68% |
$9.12K - $9.67K
|
27.1K
$1.47M
|