Purchases and Sales Made in Q3 2021 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103KNew |
$8.76M - $9.47M
|
103K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.6K+ 63.16% |
$1.25M - $1.35M
|
37.8K
$3.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.2KNew |
$1.21M - $1.31M
|
14.2K
$1.47M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
11.4K+ 1.41% |
$975K - $1.05M
|
821K
$84.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.55K+ 48.44% |
$644K - $696K
|
23.1K
$2.39M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.21K+ 77.09% |
$615K - $665K
|
16.6K
$1.71M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
6.31K+ 14.01% |
$538K - $581K
|
51.3K
$5.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.78KNew |
$408K - $440K
|
4.78K
$494K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.38K+ 14.9% |
$374K - $404K
|
33.8K
$3.49M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
2.36K+ 2.9% |
$201K - $217K
|
83.6K
$8.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.61KNew |
$137K - $148K
|
1.61K
$166K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
914+ 3.27% |
$78K - $84.2K
|
28.8K
$2.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
738New |
$62.9K - $68K
|
738
$76.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
359+ 5.14% |
$30.6K - $33.1K
|
7.35K
$759K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184New |
$15.7K - $17K
|
184
$19K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
81+ 0.16% |
$6.91K - $7.46K
|
51.4K
$5.31M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
36New |
$3.07K - $3.32K
|
36
$3.72K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$171 - $184
|
7.5K
$774K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3- 0.05% |
$256 - $276
|
6K
$620K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3Closed |
$256 - $276
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-118Closed |
$10.1K - $10.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-120- 2.3% |
$10.2K - $11.1K
|
5.09K
$525K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-332- 3.38% |
$28.3K - $30.6K
|
9.5K
$981K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.51K- 6.72% |
$128K - $139K
|
20.9K
$2.16M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.72K- 4.95% |
$488K - $527K
|
110K
$11.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.93K- 5.59% |
$761K - $822K
|
151K
$15.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.5K- 5.05% |
$1.24M - $1.34M
|
273K
$28.2M
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-14.8K- 16.42% |
$1.26M - $1.36M
|
75.2K
$7.77M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-21.5K- 12.8% |
$1.83M - $1.98M
|
147K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.4K- 24.44% |
$3.27M - $3.53M
|
119K
$12.2M
|