Purchases and Sales Made in Q4 2022 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
511KNew |
$23M - $25.9M
|
511K
$27.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
366K+ 216.58% |
$16.5M - $18.6M
|
535K
$28.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
335KNew |
$15M - $17M
|
335K
$17.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Sam Advisors, LLC
|
BUY
|
- |
173KNew |
$7.8M - $8.81M
|
173K
$9.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
85.1K+ 1557.88% |
$3.83M - $4.32M
|
90.5K
$4.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
76.2KNew |
$3.43M - $3.87M
|
76.2K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
74.2K+ 105.89% |
$3.34M - $3.77M
|
144K
$7.69M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
65.2K+ 1163.92% |
$2.93M - $3.31M
|
70.8K
$3.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.7K+ 216.49% |
$2.46M - $2.78M
|
79.9K
$4.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
45.7K+ 81.27% |
$2.05M - $2.32M
|
102K
$5.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40K+ 16.86% |
$1.8M - $2.03M
|
278K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
30.9KNew |
$1.39M - $1.57M
|
30.9K
$1.64M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.1KNew |
$1.26M - $1.43M
|
28.1K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.1KNew |
$1.26M - $1.43M
|
28.1K
$1.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
27.3K+ 16.04% |
$1.23M - $1.39M
|
197K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.3KNew |
$960K - $1.08M
|
21.3K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
17.2KNew |
$775K - $875K
|
17.2K
$918K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1KNew |
$634K - $716K
|
14.1K
$751K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.8KNew |
$622K - $703K
|
13.8K
$737K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.4KNew |
$469K - $529K
|
10.4K
$555K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.94K+ 1355.53% |
$447K - $505K
|
10.7K
$568K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
9.27KNew |
$417K - $471K
|
9.27K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.21KNew |
$414K - $468K
|
9.21K
$491K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
8.93KNew |
$402K - $454K
|
8.93K
$476K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8.22KNew |
$370K - $417K
|
8.22K
$438K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
7.5K+ 40.38% |
$337K - $381K
|
26.1K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
7.39KNew |
$332K - $375K
|
7.39K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.33K+ 153.41% |
$330K - $372K
|
12.1K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.89K+ 8.82% |
$265K - $299K
|
72.6K
$3.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.84K+ 63.36% |
$263K - $297K
|
15.1K
$802K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.58KNew |
$251K - $283K
|
5.58K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.52K+ 80.39% |
$248K - $280K
|
12.4K
$660K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.52K+ 37.11% |
$248K - $280K
|
20.4K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
5.52KNew |
$248K - $280K
|
5.52K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.03KNew |
$226K - $256K
|
5.03K
$268K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
4.76KNew |
$214K - $242K
|
4.76K
$253K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.21K+ 80.9% |
$189K - $214K
|
9.41K
$501K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.08K+ 44.31% |
$183K - $207K
|
13.3K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.62K+ 1.69% |
$163K - $184K
|
218K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.61K+ 18.0% |
$162K - $183K
|
23.6K
$1.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.93KNew |
$132K - $149K
|
2.93K
$156K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.5KNew |
$112K - $127K
|
2.5K
$133K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.26K+ 30.11% |
$102K - $115K
|
9.78K
$521K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.22K+ 6.49% |
$99.9K - $113K
|
36.4K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.34KNew |
$60.4K - $68.2K
|
1.34K
$71.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.29K+ 6.93% |
$57.8K - $65.3K
|
19.8K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22K+ 13.23% |
$54.7K - $61.7K
|
10.4K
$554K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.08K+ 17.48% |
$48.7K - $55K
|
7.27K
$387K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
787New |
$35.4K - $40K
|
787
$41.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
737+ 1.88% |
$33.2K - $37.4K
|
39.9K
$2.12M
|