Purchases and Sales Made in Q3 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 Q3 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
Nov 08, 2023 Q3 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
45.8K
New
$3.81M - $4.18M
45.8K $4.8M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
36K
+ 527.24%
$2.99M - $3.28M
42.8K $4.48M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
21.5K
+ 10.1%
$1.79M - $1.96M
234K $24.5M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
15.3K
+ 5.72%
$1.27M - $1.39M
283K $29.6M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
14.9K
+ 4.85%
$1.24M - $1.35M
321K $33.6M
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
14.5K
New
$1.21M - $1.32M
14.5K $1.52M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
10.4K
+ 151.6%
$868K - $952K
17.3K $1.81M
Oct 18, 2023 Q3 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
9.93K
+ 4.82%
$825K - $905K
216K $22.6M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
8.95K
+ 68.59%
$744K - $816K
22K $2.3M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.81K
+ 114.75%
$649K - $712K
14.6K $1.53M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
5.89K
+ 11.87%
$489K - $537K
55.5K $5.81M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
5.7K
+ 41.8%
$473K - $519K
19.3K $2.02M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.93K
+ 24.9%
$327K - $359K
19.7K $2.07M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
2.7K
+ 2546.23%
$224K - $246K
2.81K $294K
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.71K
+ 6.83%
$142K - $155K
26.7K $2.79M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
1.67K
+ 9.57%
$139K - $152K
19.1K $2M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.33K
+ 17.79%
$111K - $121K
8.81K $923K
Oct 30, 2023 Q3 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
1.32K
+ 237.41%
$110K - $120K
1.88K $196K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.13K
+ 12.96%
$93.6K - $103K
9.81K $1.03M
Oct 24, 2023 Q3 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
940
+ 2.98%
$78.2K - $85.7K
32.5K $3.41M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
840
+ 27.95%
$69.8K - $76.6K
3.85K $403K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
737
+ 6.14%
$61.3K - $67.2K
12.8K $1.34M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
525
+ 12.14%
$43.6K - $47.9K
4.85K $508K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
315
+ 3.13%
$26.2K - $28.7K
10.4K $1.09M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
309
+ 2.06%
$25.7K - $28.2K
15.3K $1.6M
Oct 03, 2023 Q3 2023
Appleton Partners Inc

BUY
 -
280
+ 0.33%
$23.3K - $25.5K
84K $8.8M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
240
New
$20K - $21.9K
240 $25.1K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
233
New
$19.4K - $21.2K
233 $24.4K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
172
New
$14.3K - $15.7K
172 $18K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
151
+ 2.27%
$12.6K - $13.8K
6.82K $714K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
100
+ 39.22%
$8.31K - $9.12K
355 $37.2K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
78
New
$6.48K - $7.11K
78 $8.17K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
32
New
$2.66K - $2.92K
32 $3.35K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
25
New
$2.08K - $2.28K
25 $2.62K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
19
+ 1.71%
$1.58K - $1.73K
1.13K $118K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
15
+ 6.41%
$1.25K - $1.37K
249 $26.1K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
7
+ 0.42%
$582 - $638
1.68K $176K
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
2
New
$166 - $182
2 $209
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
2
New
$166 - $182
2 $209
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 10, 2023 Q3 2023
Rise Advisors, LLC

SELL
 -
-35
- 27.56%
$2.91K - $3.19K
92 $9.63K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-112
- 7.23%
$9.31K - $10.2K
1.44K $151K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-126
- 0.76%
$10.5K - $11.5K
16.5K $1.73M
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

SELL
 -
-142
- 1.13%
$11.8K - $12.9K
12.5K $1.3M
Oct 10, 2023 Q3 2023
Apella Capital, LLC

SELL
 -
-220
- 1.23%
$18.3K - $20.1K
17.6K $1.85M
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

SELL
 -
-669
- 69.11%
$55.6K - $61K
299 $31.3K
Nov 02, 2023 Q3 2023
Wayfinding Financial, LLC

Lynnwood, WA
SELL
 -
-718
- 2.99%
$59.7K - $65.5K
23.3K $2.44M
Nov 13, 2023 Q3 2023
Gallacher Capital Management LLC

Lone Tree, CO
SELL
 -
-756
- 4.91%
$62.9K - $68.9K
14.6K $1.53M

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