Purchases and Sales Made in Q3 2022 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
72.3KNew |
$5.52M - $6.61M
|
72.3K
$7.46M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
72.3KNew |
$5.52M - $6.61M
|
72.3K
$7.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.9K+ 100.88% |
$4.12M - $4.93M
|
107K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.5K+ 436.21% |
$2.4M - $2.88M
|
38.7K
$3.99M
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
26.8KNew |
$2.05M - $2.45M
|
26.8K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.9K+ 39.49% |
$1.75M - $2.1M
|
81K
$8.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.9K+ 39.49% |
$1.75M - $2.1M
|
81K
$8.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 3.37% |
$901K - $1.08M
|
361K
$37.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.74K+ 89.89% |
$591K - $708K
|
16.4K
$1.69M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.34KNew |
$561K - $671K
|
7.34K
$758K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.28KNew |
$556K - $665K
|
7.28K
$751K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.54K+ 61.3% |
$423K - $507K
|
14.6K
$1.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
5.08KNew |
$388K - $464K
|
5.08K
$525K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.39KNew |
$336K - $402K
|
4.39K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.37K+ 28.45% |
$334K - $400K
|
19.7K
$2.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.19KNew |
$320K - $383K
|
4.19K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.19K+ 2.22% |
$244K - $292K
|
147K
$15.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.18KNew |
$243K - $291K
|
3.18K
$328K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.79KNew |
$213K - $255K
|
2.79K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.45K+ 72.23% |
$187K - $224K
|
5.84K
$603K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.12KNew |
$162K - $194K
|
2.12K
$219K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.85K+ 66.4% |
$142K - $170K
|
4.65K
$480K
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.33K+ 0.9% |
$102K - $122K
|
150K
$15.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.1KNew |
$83.8K - $100K
|
1.1K
$113K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
653+ 326.5% |
$49.9K - $59.7K
|
853
$88.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
153+ 7.21% |
$11.7K - $14K
|
2.28K
$235K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
122+ 0.63% |
$9.32K - $11.2K
|
19.6K
$2.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
15+ 1.96% |
$1.15K - $1.37K
|
782
$80.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
14+ 0.07% |
$1.07K - $1.28K
|
20K
$2.07M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 0.32% |
$458 - $549
|
1.9K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7- 0.09% |
$535 - $640
|
7.9K
$816K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-77- 0.51% |
$5.88K - $7.04K
|
14.9K
$1.54M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-93- 0.09% |
$7.11K - $8.5K
|
105K
$10.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-192- 72.45% |
$14.7K - $17.6K
|
73
$7.54K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-220- 23.71% |
$16.8K - $20.1K
|
708
$73.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-263- 3.35% |
$20.1K - $24K
|
7.58K
$783K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-394- 46.85% |
$30.1K - $36K
|
447
$46.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-472- 13.06% |
$36.1K - $43.2K
|
3.14K
$325K
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-731- 3.59% |
$55.9K - $66.8K
|
19.6K
$2.03M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-740- 0.84% |
$56.5K - $67.7K
|
87.6K
$9.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-772- 1.61% |
$59K - $70.6K
|
47K
$4.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.32K- 13.02% |
$101K - $121K
|
8.84K
$913K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.69K- 5.74% |
$205K - $246K
|
44.1K
$4.56M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.16K- 0.39% |
$241K - $289K
|
809K
$83.5M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-4.94K- 20.98% |
$377K - $451K
|
18.6K
$1.92M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.97K- 4.56% |
$380K - $454K
|
104K
$10.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Systelligence, LLC
|
SELL
|
- |
-5.15K- 2.02% |
$393K - $470K
|
250K
$25.8M
|