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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-219- 10.85% |
$19.6K - $21.7K
|
1.8K
$188K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-232- 2.35% |
$20.8K - $23K
|
9.63K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-235- 97.51% |
$21.1K - $23.3K
|
6
$628
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-240- 0.08% |
$21.5K - $23.8K
|
292K
$30.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-312- 2.41% |
$28K - $30.9K
|
12.7K
$1.33M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-445- 19.56% |
$39.9K - $44.1K
|
1.83K
$192K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-460- 3.12% |
$41.2K - $45.6K
|
14.3K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-467- 7.56% |
$41.9K - $46.3K
|
5.71K
$598K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-511- 7.74% |
$45.8K - $50.7K
|
6.09K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-558- 7.07% |
$50K - $55.3K
|
7.33K
$768K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-745- 6.07% |
$66.8K - $73.9K
|
11.5K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-773- 5.18% |
$69.3K - $76.6K
|
14.2K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.23K- 9.19% |
$110K - $122K
|
12.1K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.35K- 17.95% |
$121K - $133K
|
6.15K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.5K- 2.68% |
$135K - $149K
|
54.4K
$5.7M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.59K- 2.87% |
$142K - $157K
|
53.6K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.84K- 7.36% |
$165K - $183K
|
23.2K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.48K- 0.37% |
$222K - $245K
|
671K
$70.3M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.84K- 17.77% |
$254K - $281K
|
13.1K
$1.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.98K- 28.42% |
$357K - $395K
|
10K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.88K- 42.64% |
$438K - $484K
|
6.57K
$688K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.31K- 5.02% |
$566K - $626K
|
120K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.1KClosed |
$1.18M - $1.3M
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-14.9K- 16.28% |
$1.34M - $1.48M
|
76.7K
$8.03M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.3K- 7.61% |
$1.82M - $2.01M
|
246K
$25.8M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-41.8K- 86.75% |
$3.75M - $4.14M
|
6.38K
$668K
|