Purchases and Sales Made in Q2 2023 in Jpmorgan Tr. Diversified Retur (JPME)

JPME Quotes by TradingView

This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q2 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
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
795K
New
$65.3M - $70.2M
795K $83.2M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
268K
+ 696.15%
$22M - $23.6M
306K $32.1M
Jul 12, 2023 Q2 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
27.6K
+ 28.37%
$2.27M - $2.43M
125K $13.1M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
15.9K
+ 6.31%
$1.31M - $1.4M
267K $28M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
11.2K
+ 3.27%
$925K - $993K
355K $37.2M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
9.54K
+ 175.92%
$784K - $843K
15K $1.57M
Aug 07, 2023 Q2 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
8.91K
+ 30.45%
$732K - $786K
38.2K $4M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
6.86K
+ 37.87%
$564K - $605K
25K $2.61M
Jul 21, 2023 Q2 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
4.96K
+ 2.46%
$407K - $438K
206K $21.6M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
4.49K
New
$369K - $396K
4.49K $470K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.01K
New
$247K - $265K
3.01K $315K
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
2.53K
+ 22.81%
$208K - $223K
13.6K $1.43M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
1.67K
+ 733.33%
$137K - $148K
1.9K $199K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
1.61K
+ 15.51%
$133K - $142K
12K $1.26M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.55K
New
$127K - $137K
1.55K $162K
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1.11K
New
$91.4K - $98.2K
1.11K $116K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
664
+ 3.95%
$54.6K - $58.6K
17.5K $1.83M
Jul 25, 2023 Q2 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
556
New
$45.7K - $49.1K
556 $58.2K
Aug 01, 2023 Q2 2023
Empirical Asset Management, LLC

BUY
 -
545
+ 4.52%
$44.8K - $48.1K
12.6K $1.32M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
456
+ 7.09%
$37.5K - $40.3K
6.88K $721K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
432
+ 4.49%
$35.5K - $38.1K
10K $1.05M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
429
New
$35.3K - $37.9K
429 $44.9K
Aug 11, 2023 Q2 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
386
+ 2.57%
$31.7K - $34.1K
15.4K $1.61M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
372
+ 5.78%
$30.6K - $32.8K
6.81K $713K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
234
New
$19.2K - $20.7K
234 $24.5K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
119
New
$9.78K - $10.5K
119 $12.5K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
19
+ 1.15%
$1.56K - $1.68K
1.68K $175K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
4
+ 0.31%
$329 - $353
1.3K $136K
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
2
+ 0.21%
$164 - $177
968 $101K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
1
+ 0.02%
$82.2 - $88.3
6.67K $698K
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
1
+ 0.79%
$82.2 - $88.3
127 $13.3K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-20
- 3.81%
$1.64K - $1.77K
505 $52.9K
Jul 26, 2023 Q2 2023
Aspire Capital Advisors LLC

Seattle, WA
SELL
 -
-24
- 0.08%
$1.97K - $2.12K
31.6K $3.31M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-42
- 0.18%
$3.45K - $3.71K
22.7K $2.38M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-249
- 0.96%
$20.5K - $22K
25.7K $2.69M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-305
- 0.14%
$25.1K - $26.9K
213K $22.3M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-313
- 0.63%
$25.7K - $27.6K
49.6K $5.19M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-339
- 7.27%
$27.9K - $29.9K
4.33K $453K
Jul 06, 2023 Q2 2023
Apella Capital, LLC

SELL
 -
-390
- 2.14%
$32.1K - $34.4K
17.8K $1.87M
Jul 06, 2023 Q2 2023
Richard P Slaughter Associates Inc

SELL
 -
-522
- 2.98%
$42.9K - $46.1K
17K $1.78M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-547
- 17.67%
$45K - $48.3K
2.55K $267K
Jul 31, 2023 Q2 2023
Wayfinding Financial, LLC

Lynnwood, WA
SELL
 -
-624
- 2.53%
$51.3K - $55.1K
24K $2.52M
Jul 10, 2023 Q2 2023
Appleton Partners Inc

SELL
 -
-677
- 0.8%
$55.7K - $59.8K
83.7K $8.77M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-708
Closed
$58.2K - $62.5K
0 $0
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.87K
- 14.7%
$236K - $253K
16.6K $1.74M
Jul 06, 2023 Q2 2023
Rvw Wealth, LLC

SELL
 -
-4.41K
- 4.29%
$362K - $389K
98.3K $10.3M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

SELL
 -
-5.12K
- 42.88%
$421K - $452K
6.83K $715K
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

SELL
 -
-5.28K
- 3.6%
$434K - $466K
142K $14.8M
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

SELL
 -
-10.2K
- 13.09%
$841K - $903K
67.9K $7.11M

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