Purchases and Sales Made in Q4 2023 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.1K+ 13.69% |
$2.54M - $2.96M
|
266K
$27.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.1K+ 8.89% |
$2.07M - $2.41M
|
320K
$33.5M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19.6K+ 134.93% |
$1.55M - $1.81M
|
34.1K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.7K+ 221.46% |
$1.4M - $1.63M
|
25.7K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.2KNew |
$1.21M - $1.41M
|
15.2K
$1.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
14.7KNew |
$1.17M - $1.36M
|
14.7K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.9K+ 3.5% |
$785K - $914K
|
293K
$30.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.24K+ 19.24% |
$653K - $760K
|
51K
$5.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.49KNew |
$594K - $692K
|
7.49K
$784K
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
6.44KNew |
$511K - $595K
|
6.44K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.92KNew |
$469K - $547K
|
5.92K
$620K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.67KNew |
$370K - $431K
|
4.67K
$489K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.64KNew |
$368K - $428K
|
4.64K
$485K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.5K+ 23.49% |
$357K - $415K
|
23.6K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.4K+ 16.49% |
$349K - $406K
|
31.1K
$3.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.7K+ 18.73% |
$293K - $341K
|
23.4K
$2.45M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.39K+ 4.04% |
$269K - $313K
|
87.4K
$9.15M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.75KNew |
$218K - $254K
|
2.75K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.37K+ 5.18% |
$188K - $219K
|
48.2K
$5.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.32KNew |
$184K - $214K
|
2.32K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.02KNew |
$160K - $186K
|
2.02K
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.98K+ 6.08% |
$157K - $183K
|
34.5K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.83K+ 37.65% |
$145K - $169K
|
6.68K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.63K+ 7.41% |
$129K - $151K
|
23.6K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.5K+ 11.8% |
$119K - $139K
|
14.3K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16K+ 13.11% |
$91.6K - $107K
|
9.97K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
658+ 4.24% |
$52.2K - $60.8K
|
16.2K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500New |
$39.7K - $46.2K
|
500
$52.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
438+ 0.79% |
$34.7K - $40.4K
|
55.9K
$5.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
421+ 169.08% |
$33.4K - $38.9K
|
670
$70.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
399+ 21.27% |
$31.6K - $36.8K
|
2.28K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
323New |
$25.6K - $29.8K
|
323
$33.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
291+ 1.99% |
$23.1K - $26.9K
|
14.9K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
241New |
$19.1K - $22.3K
|
241
$25.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
197+ 3.08% |
$15.6K - $18.2K
|
6.6K
$691K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
111+ 1.63% |
$8.8K - $10.2K
|
6.93K
$725K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
86New |
$6.82K - $7.94K
|
86
$9.01K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
57+ 2850.0% |
$4.52K - $5.26K
|
59
$6.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
57+ 2850.0% |
$4.52K - $5.26K
|
59
$6.18K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
28+ 0.28% |
$2.22K - $2.59K
|
9.93K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
25New |
$1.98K - $2.31K
|
25
$2.62K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1New |
$79.3 - $92.3
|
1
$105
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.09% |
$79.3 - $92.3
|
93
$9.74K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$79.3 - $92.3
|
1
$105
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-61- 5.39% |
$4.84K - $5.63K
|
1.07K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-90- 37.5% |
$7.14K - $8.31K
|
150
$15.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-187- 1.5% |
$14.8K - $17.3K
|
12.3K
$1.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-196- 0.84% |
$15.5K - $18.1K
|
23.1K
$2.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-251- 83.95% |
$19.9K - $23.2K
|
48
$5.03K
|