Purchases and Sales Made in Q1 2023 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q1 2023. 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 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
220K+ 690.09% |
$17.9M - $20.1M
|
251K
$26M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
195K+ 2964.52% |
$15.9M - $17.8M
|
201K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.9KNew |
$4.07M - $4.57M
|
49.9K
$5.15M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
24.7KNew |
$2.01M - $2.26M
|
24.7K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24KNew |
$1.96M - $2.2M
|
24K
$2.48M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16K+ 158.79% |
$1.3M - $1.46M
|
26.1K
$2.69M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 8.04% |
$1.29M - $1.45M
|
213K
$22M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15.2K+ 528.31% |
$1.24M - $1.39M
|
18.1K
$1.87M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
12.2K+ 784.53% |
$996K - $1.12M
|
13.8K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.4K+ 36.99% |
$846K - $950K
|
38.5K
$3.97M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.01K+ 5.98% |
$734K - $824K
|
160K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.14KNew |
$664K - $745K
|
8.14K
$841K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.54K+ 2.14% |
$614K - $690K
|
359K
$37.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.6K+ 121.05% |
$538K - $604K
|
12.1K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6.6K+ 26.38% |
$538K - $604K
|
31.6K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.04K+ 21.21% |
$410K - $461K
|
28.8K
$2.97M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5.03K+ 5.46% |
$410K - $460K
|
97.2K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.01KNew |
$408K - $458K
|
5.01K
$517K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.47K+ 18.05% |
$365K - $409K
|
29.3K
$3.02M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.1K+ 197.26% |
$252K - $283K
|
4.66K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.05K+ 6.44% |
$249K - $279K
|
50.4K
$5.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.85K+ 1.98% |
$232K - $261K
|
147K
$15.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.57K+ 27.42% |
$210K - $235K
|
11.9K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.53K+ 64.91% |
$206K - $231K
|
6.43K
$664K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.6KNew |
$130K - $146K
|
1.6K
$165K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.11K+ 7.05% |
$90.2K - $101K
|
16.8K
$1.74M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
997+ 4.59% |
$81.3K - $91.2K
|
22.7K
$2.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
527+ 2.78% |
$43K - $48.2K
|
19.5K
$2.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
444New |
$36.2K - $40.6K
|
444
$45.9K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
277+ 2.88% |
$22.6K - $25.3K
|
9.89K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
179+ 6.14% |
$14.6K - $16.4K
|
3.1K
$320K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
126New |
$10.3K - $11.5K
|
126
$13K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
53+ 0.8% |
$4.32K - $4.85K
|
6.66K
$688K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 1.41% |
$1.87K - $2.1K
|
1.66K
$171K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
9New |
$734 - $824
|
9
$929
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.11% |
$81.5 - $91.5
|
948
$97.9K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 0.11% |
$81.5 - $91.5
|
948
$97.9K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$81.5 - $91.5
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-45- 7.89% |
$3.67K - $4.12K
|
525
$54.2K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69- 1.06% |
$5.62K - $6.31K
|
6.43K
$664K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-122- 8.63% |
$9.94K - $11.2K
|
1.29K
$133K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-144- 57.6% |
$11.7K - $13.2K
|
106
$10.9K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-155- 1.54% |
$12.6K - $14.2K
|
9.89K
$1.02M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-277- 2.8% |
$22.6K - $25.3K
|
9.62K
$993K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-286- 1.6% |
$23.3K - $26.2K
|
17.5K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-291- 2.72% |
$23.7K - $26.6K
|
10.4K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-320- 58.39% |
$26.1K - $29.3K
|
228
$23.5K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-532- 3.42% |
$43.4K - $48.7K
|
15K
$1.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-621- 0.73% |
$50.6K - $56.8K
|
84.4K
$8.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-648- 0.63% |
$52.8K - $59.3K
|
103K
$10.6M
|