Purchases and Sales Made in Q1 2024 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q1 2024. 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 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
62.4K+ 39.05% |
$5.59M - $6.18M
|
222K
$23.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.2K+ 12.34% |
$3.25M - $3.59M
|
330K
$34.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.4K+ 35.97% |
$1.65M - $1.82M
|
69.4K
$7.27M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13.7K+ 6.36% |
$1.23M - $1.36M
|
230K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7K+ 467.92% |
$1.05M - $1.16M
|
14.2K
$1.49M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.1K+ 25.67% |
$996K - $1.1M
|
54.4K
$5.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 3.17% |
$908K - $1M
|
330K
$34.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 3.17% |
$908K - $1M
|
330K
$34.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.92K+ 33.8% |
$710K - $785K
|
31.3K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.41K+ 20.64% |
$575K - $636K
|
37.5K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.86KNew |
$436K - $482K
|
4.86K
$509K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.65K+ 43.71% |
$417K - $461K
|
15.3K
$1.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.59KNew |
$411K - $455K
|
4.59K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.19KNew |
$376K - $415K
|
4.19K
$439K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.93KNew |
$262K - $290K
|
2.93K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.89K+ 124.69% |
$259K - $287K
|
5.22K
$546K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.87KNew |
$257K - $284K
|
2.87K
$300K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.03KNew |
$182K - $201K
|
2.03K
$212K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.18K+ 8.31% |
$106K - $117K
|
15.4K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.18K+ 4.98% |
$105K - $117K
|
24.8K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
802+ 3.13% |
$71.9K - $79.5K
|
26.5K
$2.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
588+ 2.49% |
$52.7K - $58.3K
|
24.2K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
483+ 17.59% |
$43.3K - $47.9K
|
3.23K
$338K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
340+ 0.39% |
$30.5K - $33.7K
|
87.7K
$9.19M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
219+ 2.2% |
$19.6K - $21.7K
|
10.2K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
158+ 2.37% |
$14.2K - $15.7K
|
6.83K
$716K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
150+ 42.25% |
$13.4K - $14.9K
|
505
$52.9K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
101+ 20.2% |
$9.05K - $10K
|
601
$62.9K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
98New |
$8.78K - $9.72K
|
98
$10.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
54+ 1.16% |
$4.84K - $5.35K
|
4.69K
$491K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
36+ 3600.0% |
$3.23K - $3.57K
|
37
$3.87K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
34+ 22.67% |
$3.05K - $3.37K
|
184
$19.3K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
15+ 0.23% |
$1.34K - $1.49K
|
6.45K
$676K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 2.24% |
$1.34K - $1.49K
|
685
$71.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$627 - $694
|
7
$733
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.27% |
$448 - $496
|
1.88K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3New |
$269 - $297
|
3
$314
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$89.6 - $99.1
|
1
$105
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.32% |
$89.6 - $99.1
|
309
$32.4K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$89.6 - $99.1
|
1
$105
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 2.08% |
$89.6 - $99.1
|
47
$4.92K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-32- 0.23% |
$2.87K - $3.17K
|
13.9K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44- 74.58% |
$3.94K - $4.36K
|
15
$1.57K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-46- 0.28% |
$4.12K - $4.56K
|
16.1K
$1.69M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-52- 0.15% |
$4.66K - $5.16K
|
34K
$3.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-75- 7.01% |
$6.72K - $7.44K
|
995
$104K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-125- 2.11% |
$11.2K - $12.4K
|
5.79K
$607K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-149- 2.15% |
$13.4K - $14.8K
|
6.78K
$710K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-164- 1.07% |
$14.7K - $16.3K
|
15.1K
$1.58M
|