Purchases and Sales Made in Q1 2022 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q1 2022. The information is specifically focused on institutions that hold shares of JPMORGAN TR. DIVERSIFIED RETUR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
65.3K+ 22.43% |
$5.69M - $6.25M
|
356K
$36.8M
|
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
BUY
|
- |
51.9KNew |
$4.52M - $4.97M
|
51.9K
$5.36M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.6K+ 431.22% |
$2.49M - $2.74M
|
35.2K
$3.64M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
21.8K+ 2.75% |
$1.9M - $2.09M
|
816K
$84.2M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.9K+ 194.93% |
$1.73M - $1.9M
|
30.1K
$3.1M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5K+ 75.17% |
$1.35M - $1.48M
|
36.1K
$3.73M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 9.37% |
$1.06M - $1.17M
|
142K
$14.7M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$881K - $968K
|
10.1K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.61K+ 15.76% |
$489K - $537K
|
41.2K
$4.25M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
5.48K+ 3.8% |
$478K - $525K
|
150K
$15.5M
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.96KNew |
$345K - $379K
|
3.96K
$409K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.18KNew |
$277K - $304K
|
3.18K
$328K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75KNew |
$240K - $264K
|
2.75K
$284K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.62KNew |
$228K - $251K
|
2.62K
$271K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.55KNew |
$222K - $244K
|
2.55K
$263K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.07K+ 2.41% |
$180K - $198K
|
88K
$9.08M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.02K+ 1920.95% |
$176K - $193K
|
2.12K
$219K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
871+ 14.51% |
$75.9K - $83.4K
|
6.87K
$710K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
721New |
$62.8K - $69K
|
721
$74.5K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
482+ 3.35% |
$42K - $46.2K
|
14.9K
$1.53M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
309+ 3.8% |
$26.9K - $29.6K
|
8.44K
$871K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
267New |
$23.3K - $25.6K
|
267
$27.6K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
264New |
$23K - $25.3K
|
264
$27.3K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
250New |
$21.8K - $23.9K
|
250
$25.8K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
129+ 8.52% |
$11.2K - $12.4K
|
1.64K
$170K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
122New |
$10.6K - $11.7K
|
122
$12.6K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55+ 0.74% |
$4.79K - $5.27K
|
7.5K
$774K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9New |
$784 - $862
|
9
$929
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 4.17% |
$87.1 - $95.8
|
23
$2.38K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-2Closed |
$174 - $192
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17- 2.17% |
$1.48K - $1.63K
|
767
$79.2K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-95- 2.1% |
$8.28K - $9.1K
|
4.42K
$456K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-197- 0.98% |
$17.2K - $18.9K
|
19.9K
$2.06M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-277- 0.26% |
$24.1K - $26.5K
|
106K
$10.9M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-516- 3.36% |
$45K - $49.4K
|
14.9K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-866- 2.9% |
$75.5K - $82.9K
|
29K
$2.99M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.51KClosed |
$131K - $144K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.05K- 18.86% |
$179K - $197K
|
8.83K
$912K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-3.31K- 13.86% |
$288K - $316K
|
20.5K
$2.12M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-9.4K- 12.43% |
$819K - $900K
|
66.2K
$6.84M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.91KClosed |
$864K - $949K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-16.3K- 11.47% |
$1.42M - $1.57M
|
126K
$13M
|