Purchases and Sales Made in Q4 2021 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67.9K+ 1673.32% |
$3.74M - $4M
|
71.9K
$3.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.1K+ 82.18% |
$2.49M - $2.66M
|
100K
$5.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
42.9KNew |
$2.36M - $2.53M
|
42.9K
$2.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
29.8KNew |
$1.64M - $1.76M
|
29.8K
$1.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
28.8K+ 184.1% |
$1.59M - $1.7M
|
44.5K
$2.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
19.5KNew |
$1.07M - $1.15M
|
19.5K
$1.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.7K+ 32.59% |
$921K - $985K
|
68K
$3.69M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
11.1K+ 12.22% |
$613K - $655K
|
102K
$5.54M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.35K+ 26.81% |
$515K - $551K
|
44.2K
$2.4M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
6.58KNew |
$362K - $387K
|
6.58K
$356K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.52K+ 71.1% |
$304K - $325K
|
13.3K
$720K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
4.87K+ 8.71% |
$268K - $287K
|
60.8K
$3.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.96K+ 20.46% |
$218K - $233K
|
23.3K
$1.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
2.93K+ 21.11% |
$161K - $172K
|
16.8K
$909K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.81K+ 1.77% |
$155K - $165K
|
162K
$8.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.67K+ 38.0% |
$147K - $157K
|
9.68K
$525K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.51K+ 4.27% |
$138K - $148K
|
61.4K
$3.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
2.22K+ 8.09% |
$122K - $131K
|
29.7K
$1.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.34K+ 14.08% |
$73.7K - $78.8K
|
10.8K
$588K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
875New |
$48.2K - $51.5K
|
875
$47.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
851+ 20.6% |
$46.9K - $50.1K
|
4.98K
$270K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
462+ 14.61% |
$25.4K - $27.2K
|
3.62K
$196K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
446+ 3.8% |
$24.6K - $26.3K
|
12.2K
$660K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
396New |
$21.8K - $23.3K
|
396
$21.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
358+ 0.16% |
$19.7K - $21.1K
|
221K
$12M
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
319+ 1.68% |
$17.6K - $18.8K
|
19.4K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
160New |
$8.81K - $9.42K
|
160
$8.67K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
147+ 3.89% |
$8.1K - $8.66K
|
3.92K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
92+ 2.63% |
$5.07K - $5.42K
|
3.59K
$194K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
51+ 127.5% |
$2.81K - $3K
|
91
$4.93K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49+ 3.88% |
$2.7K - $2.89K
|
1.31K
$71K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
34New |
$1.87K - $2K
|
34
$1.84K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
33+ 1.42% |
$1.82K - $1.94K
|
2.36K
$128K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
19+ 0.7% |
$1.05K - $1.12K
|
2.72K
$147K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-29Closed |
$1.6K - $1.71K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42- 0.24% |
$2.31K - $2.47K
|
17.7K
$962K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-91Closed |
$5.01K - $5.36K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-121- 6.58% |
$6.66K - $7.13K
|
1.72K
$93.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-277Closed |
$15.3K - $16.3K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-329- 2.22% |
$18.1K - $19.4K
|
14.5K
$784K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-514- 0.97% |
$28.3K - $30.3K
|
52.7K
$2.85M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-722- 0.6% |
$39.8K - $42.5K
|
119K
$6.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-758- 6.86% |
$41.8K - $44.6K
|
10.3K
$557K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-888- 70.25% |
$48.9K - $52.3K
|
376
$20.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.43K- 8.59% |
$78.7K - $84.2K
|
15.2K
$824K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.88K- 70.92% |
$104K - $111K
|
771
$41.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.95K- 4.88% |
$107K - $115K
|
37.9K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.03K- 10.05% |
$112K - $119K
|
18.1K
$982K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.95KClosed |
$218K - $233K
|
0
$0
|