Purchases and Sales Made in Q4 2022 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.9K+ 83.74% |
$6.93M - $7.99M
|
197K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.2K+ 55.79% |
$3.48M - $4.01M
|
126K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
25KNew |
$1.93M - $2.22M
|
25K
$2.58M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
22KNew |
$1.69M - $1.95M
|
22K
$2.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
19.8K+ 27.46% |
$1.53M - $1.76M
|
92.1K
$9.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.7K+ 50.92% |
$1.52M - $1.75M
|
58.4K
$6.03M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 113.31% |
$1.3M - $1.5M
|
31.8K
$3.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
15.5KNew |
$1.2M - $1.38M
|
15.5K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5K+ 198.69% |
$1.11M - $1.28M
|
21.7K
$2.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13KNew |
$1M - $1.16M
|
13K
$1.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.63KNew |
$743K - $856K
|
9.63K
$995K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.32K+ 42.16% |
$642K - $740K
|
28.1K
$2.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.55K+ 240.15% |
$582K - $671K
|
10.7K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.39K+ 45.21% |
$570K - $657K
|
23.7K
$2.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
6.56KNew |
$506K - $583K
|
6.56K
$678K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.2K+ 195.06% |
$478K - $551K
|
9.38K
$968K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.18K+ 33.25% |
$477K - $550K
|
24.8K
$2.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.9KNew |
$301K - $346K
|
3.9K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 2.46% |
$279K - $322K
|
151K
$15.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.37K+ 7.17% |
$260K - $300K
|
50.4K
$5.21M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.25K+ 7.36% |
$250K - $289K
|
47.4K
$4.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
3.19KNew |
$246K - $284K
|
3.19K
$330K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.88KNew |
$222K - $256K
|
2.88K
$298K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.75K+ 37.43% |
$212K - $244K
|
10.1K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.22K+ 50.49% |
$171K - $197K
|
6.61K
$683K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.57KNew |
$121K - $139K
|
1.57K
$162K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 7.65% |
$86K - $99.1K
|
15.7K
$1.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
947New |
$73K - $84.2K
|
947
$97.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
947New |
$73K - $84.2K
|
947
$97.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
808+ 17.39% |
$62.3K - $71.8K
|
5.45K
$563K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
775+ 8.77% |
$59.8K - $68.9K
|
9.62K
$993K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
570New |
$44K - $50.7K
|
570
$58.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
461+ 42.02% |
$35.5K - $41K
|
1.56K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
184+ 23.53% |
$14.2K - $16.4K
|
966
$99.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
123+ 4.4% |
$9.48K - $10.9K
|
2.92K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1New |
$77.1 - $88.9
|
1
$103
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$77.1 - $88.9
|
1
$103
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 1.37% |
$77.1 - $88.9
|
74
$7.64K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-432- 4.3% |
$33.3K - $38.4K
|
9.62K
$993K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-491- 25.79% |
$37.9K - $43.6K
|
1.41K
$146K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-626- 3.19% |
$48.3K - $55.6K
|
19K
$1.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-641- 28.18% |
$49.4K - $57K
|
1.63K
$169K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.08K- 14.21% |
$83K - $95.7K
|
6.5K
$672K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.8K- 9.0% |
$139K - $160K
|
18.2K
$1.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.82K- 1.73% |
$140K - $162K
|
103K
$10.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.82K- 9.26% |
$140K - $162K
|
17.8K
$1.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.61K- 2.98% |
$201K - $232K
|
85K
$8.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.53K- 89.21% |
$349K - $403K
|
548
$56.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.83K- 3.89% |
$449K - $518K
|
144K
$14.9M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.92K- 7.61% |
$610K - $704K
|
96.1K
$9.93M
|