Purchases and Sales Made in Q3 2024 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.67M+ 1591288.75% |
$140M - $152M
|
2.67M
$145M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
168KNew |
$8.77M - $9.56M
|
168K
$9.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78.1K+ 23.23% |
$4.08M - $4.45M
|
414K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44K+ 50.11% |
$2.3M - $2.51M
|
132K
$7.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
39.9K+ 52.05% |
$2.08M - $2.27M
|
117K
$6.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.6K+ 187.75% |
$1.96M - $2.14M
|
57.6K
$3.12M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27.1K+ 36.57% |
$1.41M - $1.54M
|
101K
$5.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.2K+ 6.7% |
$952K - $1.04M
|
291K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5KNew |
$811K - $885K
|
15.5K
$842K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
11.9K+ 16.19% |
$623K - $679K
|
85.6K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
11.8K+ 7.29% |
$615K - $671K
|
173K
$9.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.4K+ 8.06% |
$597K - $651K
|
153K
$8.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.67K+ 47.28% |
$505K - $551K
|
30.1K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
8.67K+ 25.97% |
$453K - $494K
|
42.1K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.63KNew |
$398K - $435K
|
7.63K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.57K+ 10.57% |
$395K - $431K
|
79.2K
$4.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.11K+ 93.8% |
$371K - $405K
|
14.7K
$796K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.67K+ 60.08% |
$348K - $380K
|
17.8K
$963K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.27K+ 4.68% |
$327K - $357K
|
140K
$7.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.93K+ 8.4% |
$310K - $338K
|
76.5K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.73K+ 28.3% |
$299K - $326K
|
26K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.28K+ 1.82% |
$224K - $244K
|
239K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.92K+ 7.53% |
$152K - $166K
|
41.7K
$2.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.57K+ 49.31% |
$134K - $146K
|
7.78K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.52K+ 9.15% |
$132K - $143K
|
30K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.05K+ 11.44% |
$107K - $117K
|
20K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.97K+ 11.3% |
$103K - $112K
|
19.4K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.93K+ 40.52% |
$101K - $110K
|
6.68K
$362K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
1.76K+ 1.01% |
$91.8K - $100K
|
176K
$9.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.74K+ 8.98% |
$90.6K - $98.8K
|
21.1K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.73KNew |
$90.4K - $98.5K
|
1.73K
$93.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.7K+ 11.76% |
$88.9K - $96.9K
|
16.2K
$876K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.3K+ 8.05% |
$67.8K - $74K
|
17.4K
$945K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.26K+ 5.18% |
$65.6K - $71.5K
|
25.5K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 862.6% |
$55.4K - $60.4K
|
1.18K
$64.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 0.66% |
$53.2K - $58K
|
156K
$8.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
869+ 7.82% |
$45.4K - $49.5K
|
12K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
865+ 3.16% |
$45.2K - $49.3K
|
28.2K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
809+ 3.48% |
$42.3K - $46.1K
|
24.1K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
796+ 1.34% |
$41.6K - $45.3K
|
60.3K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
651+ 16.38% |
$34K - $37.1K
|
4.63K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
641+ 2.66% |
$33.5K - $36.5K
|
24.7K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
602+ 2.3% |
$31.4K - $34.3K
|
26.8K
$1.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
306+ 3.86% |
$16K - $17.4K
|
8.24K
$446K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
193+ 13.81% |
$10.1K - $11K
|
1.59K
$86.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
171+ 1.75% |
$8.93K - $9.74K
|
9.94K
$538K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
159+ 3.79% |
$8.3K - $9.06K
|
4.36K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
134+ 1.77% |
$7K - $7.63K
|
7.72K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
98+ 1.62% |
$5.12K - $5.58K
|
6.14K
$333K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
70+ 0.3% |
$3.66K - $3.99K
|
23.1K
$1.25M
|