Purchases and Sales Made in Q3 2023 in Jpmorgan Tr. Diversified Retur (JPME)
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
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.19K- 10.76% |
$99.3K - $109K
|
9.9K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.2K- 5.31% |
$100K - $110K
|
21.5K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.39K- 30.89% |
$115K - $126K
|
3.1K
$325K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.47K- 2.17% |
$122K - $134K
|
66.4K
$6.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.89K- 11.09% |
$157K - $172K
|
15.1K
$1.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.24K- 2.28% |
$186K - $204K
|
96.1K
$10.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.28K- 1.61% |
$189K - $208K
|
139K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.7K- 68.92% |
$1.47M - $1.61M
|
7.98K
$836K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-22.6K- 59.33% |
$1.88M - $2.06M
|
15.5K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.2K- 51.49% |
$2.51M - $2.75M
|
28.4K
$2.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-109K- 30.61% |
$9.04M - $9.92M
|
246K
$25.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-110K- 13.9% |
$9.18M - $10.1M
|
684K
$71.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-111K- 88.88% |
$9.22M - $10.1M
|
13.9K
$1.45M
|