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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.21K- 43.7% |
$343K - $385K
|
5.42K
$568K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.05K- 13.98% |
$574K - $645K
|
43.4K
$4.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.48K- 34.03% |
$610K - $684K
|
14.5K
$1.52M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-18K- 18.74% |
$1.47M - $1.65M
|
78.1K
$8.18M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32.4K- 55.58% |
$2.64M - $2.97M
|
25.9K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-115K- 91.21% |
$9.38M - $10.5M
|
11.1K
$1.16M
|