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 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-500- 4.82% |
$39.7K - $46.2K
|
9.86K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-933- 33.26% |
$74K - $86.1K
|
1.87K
$196K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.22K- 7.38% |
$96.7K - $113K
|
15.3K
$1.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.26K- 8.24% |
$99.8K - $116K
|
14K
$1.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.38K- 81.7% |
$109K - $127K
|
308
$32.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.38K- 0.43% |
$110K - $128K
|
320K
$33.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.44KClosed |
$114K - $133K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.92K- 19.58% |
$152K - $177K
|
7.89K
$826K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.17K- 14.31% |
$172K - $200K
|
13K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.17K- 21.66% |
$251K - $292K
|
11.5K
$1.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.69K- 20.96% |
$293K - $341K
|
13.9K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.95K- 22.82% |
$313K - $365K
|
13.4K
$1.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.54K- 4.73% |
$360K - $419K
|
91.6K
$9.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-7.7K- 55.49% |
$610K - $711K
|
6.17K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.8K- 23.75% |
$618K - $720K
|
25K
$2.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.4K- 1.53% |
$828K - $964K
|
674K
$70.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.8K- 50.46% |
$860K - $1M
|
10.6K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.2K- 16.9% |
$890K - $1.04M
|
55.2K
$5.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 43.89% |
$990K - $1.15M
|
16K
$1.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-13.4K- 9.65% |
$1.07M - $1.24M
|
126K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.8K- 87.03% |
$1.33M - $1.55M
|
2.51K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-86.8K- 35.22% |
$6.88M - $8.01M
|
160K
$16.7M
|