Purchases and Sales Made in Q2 2022 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
BUY
|
- |
203K+ 392.09% |
$16M - $19.3M
|
255K
$26.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.9K+ 474.35% |
$3.78M - $4.56M
|
58K
$6M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.8KNew |
$3.7M - $4.45M
|
46.8K
$4.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
19.6K+ 494.02% |
$1.54M - $1.86M
|
23.5K
$2.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.8K+ 64.85% |
$1.48M - $1.79M
|
47.8K
$4.94M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$1.18M - $1.42M
|
15K
$1.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.2K+ 29.73% |
$966K - $1.16M
|
53.4K
$5.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.99K+ 220.13% |
$552K - $664K
|
10.2K
$1.05M
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.79KNew |
$220K - $265K
|
2.79K
$288K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.12KNew |
$167K - $202K
|
2.12K
$219K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.76K+ 1.24% |
$139K - $168K
|
144K
$14.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
969+ 14.1% |
$76.5K - $92.1K
|
7.84K
$810K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
928New |
$73.2K - $88.2K
|
928
$95.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
863+ 31.36% |
$68.1K - $82K
|
3.62K
$373K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
768+ 29.3% |
$60.6K - $73K
|
3.39K
$350K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
601New |
$47.4K - $57.1K
|
601
$62.1K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
516+ 3.47% |
$40.7K - $49K
|
15.4K
$1.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
516+ 3.47% |
$40.7K - $49K
|
15.4K
$1.59M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
425+ 0.48% |
$33.5K - $40.4K
|
88.4K
$9.13M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
255+ 15.52% |
$20.1K - $24.2K
|
1.9K
$196K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
245New |
$19.3K - $23.3K
|
245
$25.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
209+ 2.37% |
$16.5K - $19.9K
|
9.04K
$934K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
184New |
$14.5K - $17.5K
|
184
$19K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
172+ 2.04% |
$13.6K - $16.3K
|
8.61K
$890K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
171+ 589.66% |
$13.5K - $16.2K
|
200
$20.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.38% |
$78.9 - $95
|
265
$27.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 4.35% |
$78.9 - $95
|
24
$2.48K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-9Closed |
$710 - $855
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-92- 98.92% |
$7.26K - $8.74K
|
1
$103
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-124- 32.72% |
$9.79K - $11.8K
|
255
$26.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-267Closed |
$21.1K - $25.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-282- 3.76% |
$22.3K - $26.8K
|
7.21K
$745K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-431- 2.16% |
$34K - $41K
|
19.5K
$2.01M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-509- 2.48% |
$40.2K - $48.4K
|
20K
$2.07M
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-597- 0.56% |
$47.1K - $56.7K
|
105K
$10.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-721Closed |
$56.9K - $68.5K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.16K- 0.78% |
$91.9K - $111K
|
148K
$15.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.28K- 29.05% |
$101K - $122K
|
3.14K
$324K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.12KClosed |
$167K - $202K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.55KClosed |
$201K - $242K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.63K- 0.45% |
$287K - $345K
|
812K
$83.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.05K- 1.98% |
$556K - $670K
|
349K
$36.1M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-17.1K- 13.58% |
$1.35M - $1.63M
|
109K
$11.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.1KClosed |
$2.37M - $2.86M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.2K- 80.3% |
$2.54M - $3.06M
|
7.91K
$817K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.4K- 97.61% |
$2.71M - $3.27M
|
841
$86.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.1KClosed |
$2.85M - $3.43M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-45.9K- 69.24% |
$3.62M - $4.36M
|
20.4K
$2.11M
|