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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.06% |
$341 - $392
|
13.8K
$658K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-139- 3.31% |
$5.27K - $6.05K
|
4.06K
$193K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-658- 8.22% |
$25K - $28.6K
|
7.35K
$350K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-752- 1.34% |
$28.5K - $32.7K
|
55.4K
$2.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-796- 0.48% |
$30.2K - $34.7K
|
166K
$7.91M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.13K- 5.02% |
$42.8K - $49.2K
|
21.4K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.19K- 0.25% |
$45.3K - $52K
|
482K
$23M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-1.7K- 2.17% |
$64.4K - $73.9K
|
76.5K
$3.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.22K- 28.78% |
$84.3K - $96.8K
|
5.5K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.6K- 22.75% |
$137K - $157K
|
12.2K
$582K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-3.6K- 8.73% |
$137K - $157K
|
37.6K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.83K- 1.49% |
$145K - $167K
|
253K
$12M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.86K- 33.54% |
$260K - $298K
|
13.6K
$646K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.89K- 43.09% |
$261K - $300K
|
9.1K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-7.58K- 23.83% |
$288K - $330K
|
24.2K
$1.15M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.5K- 54.8% |
$549K - $631K
|
12K
$569K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.3K- 35.18% |
$846K - $971K
|
41.1K
$1.95M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-150K- 47.6% |
$5.68M - $6.52M
|
165K
$7.84M
|