Purchases and Sales Made in Q1 2023 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q1 2023. The information is specifically focused on institutions that hold shares of J P MORGAN DIVERSIFIED RETURN .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
431K+ 65.61% |
$16.3M - $18.8M
|
1.09M
$51.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 27.81% |
$4.26M - $4.89M
|
517K
$24.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82.4K+ 440.25% |
$3.12M - $3.59M
|
101K
$4.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
75.5K+ 81.11% |
$2.86M - $3.29M
|
169K
$7.92M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
74.3K+ 7.34% |
$2.82M - $3.24M
|
1.09M
$51M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
73.8K+ 37.4% |
$2.8M - $3.21M
|
271K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.3K+ 26.21% |
$2.78M - $3.19M
|
353K
$16.6M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
72.6K+ 116.42% |
$2.75M - $3.16M
|
135K
$6.34M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
52.4KNew |
$1.99M - $2.28M
|
52.4K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35K+ 13.97% |
$1.33M - $1.52M
|
286K
$13.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.4K+ 103.8% |
$925K - $1.06M
|
47.9K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.1KNew |
$913K - $1.05M
|
24.1K
$1.13M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.7K+ 145.2% |
$708K - $812K
|
31.5K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14.5K+ 4.74% |
$549K - $631K
|
320K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
10.4K+ 70.3% |
$392K - $451K
|
25.1K
$1.18M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
7.99K+ 14.39% |
$303K - $348K
|
63.5K
$2.98M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.57K+ 58.18% |
$287K - $330K
|
20.6K
$967K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.57K+ 58.18% |
$287K - $330K
|
20.6K
$967K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.1KNew |
$269K - $309K
|
7.1K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.86K+ 50.46% |
$260K - $298K
|
20.4K
$960K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.79KNew |
$219K - $252K
|
5.79K
$272K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.73K+ 13.49% |
$217K - $249K
|
48.2K
$2.26M
|
|
|
Apr 06, 2023
Q1 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.48K+ 3.55% |
$208K - $239K
|
160K
$7.52M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.12K+ 6.1% |
$194K - $223K
|
89K
$4.18M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
4.72K+ 52.35% |
$179K - $205K
|
13.7K
$645K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.45K+ 237.82% |
$169K - $194K
|
6.32K
$297K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.9K+ 68.18% |
$148K - $170K
|
9.62K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.37K+ 43.91% |
$128K - $147K
|
11K
$518K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.73K+ 26.22% |
$104K - $119K
|
13.1K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 6.45% |
$90.7K - $104K
|
39.5K
$1.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
1.86K+ 1.56% |
$70.5K - $81K
|
121K
$5.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.17K+ 8.93% |
$44.4K - $51K
|
14.3K
$671K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.01K+ 14.89% |
$38.3K - $44K
|
7.8K
$366K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
843+ 4.3% |
$32K - $36.7K
|
20.4K
$960K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
781+ 12.46% |
$29.6K - $34K
|
7.05K
$331K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
697+ 2.94% |
$26.4K - $30.3K
|
24.4K
$1.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
676+ 4.58% |
$25.6K - $29.4K
|
15.4K
$725K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
455New |
$17.3K - $19.8K
|
455
$21.4K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
392+ 3.08% |
$14.9K - $17.1K
|
13.1K
$617K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
214+ 19.14% |
$8.11K - $9.32K
|
1.33K
$62.6K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
210New |
$7.96K - $9.14K
|
210
$9.87K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
200New |
$7.58K - $8.71K
|
200
$9.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
175+ 0.11% |
$6.64K - $7.62K
|
166K
$7.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
128+ 0.64% |
$4.85K - $5.57K
|
20.2K
$947K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
125+ 18.52% |
$4.74K - $5.44K
|
800
$37.6K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
93New |
$3.53K - $4.05K
|
93
$4.37K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
74+ 1.91% |
$2.81K - $3.22K
|
3.96K
$186K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
61+ 244.0% |
$2.31K - $2.66K
|
86
$4.04K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43New |
$1.63K - $1.87K
|
43
$2.02K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
21+ 0.15% |
$796 - $914
|
14.2K
$667K
|