Purchases and Sales Made in Q4 2023 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
392KNew |
$18.7M - $20.5M
|
392K
$20.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
50.2K+ 58.14% |
$2.39M - $2.63M
|
136K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.4K+ 19.69% |
$1.97M - $2.17M
|
252K
$13.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
36.1K+ 403.8% |
$1.72M - $1.89M
|
45.1K
$2.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.4K+ 66.18% |
$1.35M - $1.49M
|
71.4K
$3.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
24.3KNew |
$1.16M - $1.27M
|
24.3K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.8K+ 58.2% |
$946K - $1.04M
|
53.9K
$2.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.5KNew |
$884K - $972K
|
18.5K
$988K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
17.9KNew |
$854K - $939K
|
17.9K
$955K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.8KNew |
$800K - $879K
|
16.8K
$894K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1K+ 58.87% |
$673K - $739K
|
38.1K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.5K+ 12.07% |
$645K - $709K
|
126K
$6.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
12.8KNew |
$612K - $673K
|
12.8K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$496K - $545K
|
10.4K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.31K+ 7.34% |
$396K - $435K
|
122K
$6.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
8K+ 8.23% |
$381K - $419K
|
105K
$5.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
7.9KNew |
$377K - $414K
|
7.9K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
7.82K+ 14.16% |
$373K - $409K
|
63K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.58KNew |
$362K - $397K
|
7.58K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
6.93K+ 34.33% |
$330K - $363K
|
27.1K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.37K+ 42.91% |
$303K - $333K
|
21.2K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.22KNew |
$297K - $326K
|
6.22K
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.77KNew |
$275K - $302K
|
5.77K
$307K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.58K+ 60.33% |
$266K - $292K
|
14.8K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
5.3K+ 3.19% |
$252K - $277K
|
171K
$9.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
4.51K+ 15.88% |
$215K - $236K
|
32.9K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.89K+ 23.35% |
$186K - $204K
|
20.6K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.42K+ 76.6% |
$163K - $179K
|
7.89K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.07K+ 6.89% |
$146K - $161K
|
47.5K
$2.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.77K+ 26.4% |
$132K - $145K
|
13.3K
$707K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.36K+ 5.93% |
$112K - $123K
|
42.1K
$2.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
2.35K+ 16.51% |
$112K - $123K
|
16.6K
$883K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.86K+ 22.01% |
$88.6K - $97.4K
|
10.3K
$549K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.28K+ 17.2% |
$60.9K - $67K
|
8.71K
$464K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.27K+ 0.99% |
$60.3K - $66.3K
|
129K
$6.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
869+ 7.83% |
$41.4K - $45.5K
|
12K
$638K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
640+ 3.77% |
$30.5K - $33.5K
|
17.6K
$938K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
625+ 3.09% |
$29.8K - $32.7K
|
20.8K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
609New |
$29K - $31.9K
|
609
$32.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
534+ 6.55% |
$25.5K - $28K
|
8.69K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
450+ 7.69% |
$21.5K - $23.6K
|
6.3K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
414+ 2.99% |
$19.7K - $21.7K
|
14.3K
$760K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
321New |
$15.3K - $16.8K
|
321
$17.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
296New |
$14.1K - $15.5K
|
296
$15.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
293+ 2.95% |
$14K - $15.4K
|
10.2K
$544K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
238+ 377.78% |
$11.3K - $12.5K
|
301
$16K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
226+ 1.08% |
$10.8K - $11.8K
|
21.1K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
225New |
$10.7K - $11.8K
|
225
$12K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
90New |
$4.29K - $4.72K
|
90
$4.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5+ 0.06% |
$238 - $262
|
8.58K
$457K
|