Purchases and Sales Made in Q2 2024 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
27.9K+ 23.35% |
$2.59M - $2.75M
|
147K
$15.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 38.09% |
$1.11M - $1.18M
|
43.3K
$4.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.75K+ 1.45% |
$904K - $963K
|
681K
$71.3M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.42K+ 25.12% |
$873K - $929K
|
46.9K
$4.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
7.2KNew |
$667K - $710K
|
7.2K
$753K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.26K+ 23.64% |
$580K - $618K
|
32.7K
$3.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.6KNew |
$519K - $553K
|
5.6K
$587K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.28KNew |
$489K - $521K
|
5.28K
$552K
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.56KNew |
$423K - $450K
|
4.56K
$478K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
4.14K+ 1.8% |
$383K - $408K
|
234K
$24.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.05K+ 224.9% |
$375K - $399K
|
5.85K
$612K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.73K+ 54.61% |
$346K - $368K
|
10.6K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.42K+ 65.64% |
$317K - $338K
|
8.64K
$904K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3K+ 21.09% |
$278K - $296K
|
17.2K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.94K+ 8.65% |
$273K - $291K
|
37K
$3.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.94K+ 2.8% |
$180K - $192K
|
71.4K
$7.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
1.61KNew |
$149K - $159K
|
1.61K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.32K+ 20.71% |
$123K - $130K
|
7.71K
$807K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.04K+ 35.42% |
$96K - $102K
|
3.96K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
696+ 9.49% |
$64.5K - $68.7K
|
8.03K
$841K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
400+ 0.46% |
$37.1K - $39.5K
|
88.1K
$9.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
388+ 2.51% |
$36K - $38.3K
|
15.8K
$1.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
386+ 13.45% |
$35.8K - $38.1K
|
3.26K
$341K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
331+ 7.22% |
$30.7K - $32.7K
|
4.92K
$515K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
313+ 170.11% |
$29K - $30.9K
|
497
$52K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
256+ 42.6% |
$23.7K - $25.3K
|
857
$89.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
198New |
$18.4K - $19.5K
|
198
$20.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
188New |
$17.4K - $18.6K
|
188
$19.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
118+ 1.74% |
$10.9K - $11.6K
|
6.9K
$722K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
76+ 0.63% |
$7.04K - $7.5K
|
12.2K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21+ 2100.0% |
$1.95K - $2.07K
|
22
$2.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19+ 0.2% |
$1.76K - $1.88K
|
9.65K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 2.04% |
$1.3K - $1.38K
|
699
$73.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.48% |
$834 - $888
|
1.89K
$197K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.65% |
$185 - $197
|
311
$32.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2+ 5.41% |
$185 - $197
|
39
$4.08K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-9- 0.49% |
$834 - $888
|
1.82K
$191K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-32- 0.31% |
$2.97K - $3.16K
|
10.2K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-59- 1.83% |
$5.47K - $5.82K
|
3.17K
$332K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-66- 1.41% |
$6.12K - $6.51K
|
4.62K
$484K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 1.64% |
$9.27K - $9.87K
|
5.99K
$627K
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-139- 0.86% |
$12.9K - $13.7K
|
16K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-189- 2.93% |
$17.5K - $18.7K
|
6.27K
$656K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-189- 18.99% |
$17.5K - $18.7K
|
806
$84.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-232- 1.83% |
$21.5K - $22.9K
|
12.4K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-298- 2.11% |
$27.6K - $29.4K
|
13.9K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-306- 1.32% |
$28.4K - $30.2K
|
22.9K
$2.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-394- 2.6% |
$36.5K - $38.9K
|
14.7K
$1.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-421- 3.03% |
$39K - $41.6K
|
13.5K
$1.41M
|