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 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
146New |
$7.32K - $7.76K
|
146
$7.91K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
106+ 0.62% |
$5.31K - $5.63K
|
17.3K
$939K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
68+ 0.84% |
$3.41K - $3.61K
|
8.16K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
41+ 1.63% |
$2.05K - $2.18K
|
2.55K
$138K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 62.96% |
$1.7K - $1.81K
|
88
$4.77K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
11+ 1.53% |
$551 - $585
|
730
$39.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
6+ 0.07% |
$301 - $319
|
8.95K
$485K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 1.68% |
$251 - $266
|
303
$16.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$50.1 - $53.1
|
2.23K
$121K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.78% |
$50.1 - $53.1
|
37
$2.01K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-31- 18.34% |
$1.55K - $1.65K
|
138
$7.48K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-55- 0.69% |
$2.76K - $2.92K
|
7.96K
$431K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-82- 0.82% |
$4.11K - $4.36K
|
9.92K
$537K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-91- 1.62% |
$4.56K - $4.84K
|
5.52K
$299K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 2.79% |
$5.26K - $5.58K
|
3.66K
$198K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-112- 1.31% |
$5.61K - $5.95K
|
8.42K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-135- 1.91% |
$6.76K - $7.17K
|
6.94K
$376K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-138- 3.99% |
$6.92K - $7.33K
|
3.32K
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-246- 17.79% |
$12.3K - $13.1K
|
1.14K
$61.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-381- 0.69% |
$19.1K - $20.2K
|
55.2K
$2.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-408- 5.89% |
$20.4K - $21.7K
|
6.52K
$353K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-500- 4.31% |
$25.1K - $26.6K
|
11.1K
$602K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-568- 4.99% |
$28.5K - $30.2K
|
10.8K
$587K
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-913- 0.55% |
$45.8K - $48.5K
|
166K
$8.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.46K- 3.78% |
$72.9K - $77.3K
|
37K
$2M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.52K- 2.53% |
$76.3K - $80.9K
|
58.7K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.75K- 19.33% |
$87.8K - $93.1K
|
7.31K
$396K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.03K- 7.34% |
$102K - $108K
|
25.7K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.35K- 2.65% |
$118K - $125K
|
86.3K
$4.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.42K- 5.73% |
$121K - $128K
|
39.7K
$2.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-2.49K- 9.72% |
$125K - $133K
|
23.2K
$1.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.2K- 35.34% |
$160K - $170K
|
5.85K
$317K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.03K- 30.35% |
$302K - $321K
|
13.8K
$750K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.25K- 34.24% |
$313K - $332K
|
12K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.13K- 4.24% |
$407K - $432K
|
184K
$9.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.67K- 22.1% |
$485K - $514K
|
34.1K
$1.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-10.1K- 31.97% |
$505K - $536K
|
21.5K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-11.5K- 48.28% |
$577K - $612K
|
12.3K
$669K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-13.6K- 7.04% |
$684K - $725K
|
180K
$9.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.2K- 24.21% |
$712K - $755K
|
44.5K
$2.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-16.2K- 11.3% |
$813K - $862K
|
127K
$6.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-53K- 86.66% |
$2.65M - $2.82M
|
8.16K
$442K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-103K- 31.13% |
$5.18M - $5.49M
|
229K
$12.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-127K- 92.96% |
$6.36M - $6.74M
|
9.61K
$520K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-127K- 92.98% |
$6.38M - $6.76M
|
9.61K
$521K
|