Purchases and Sales Made in Q1 2024 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q1 2024. 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 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
249K+ 159.66% |
$10.4M - $11.3M
|
405K
$19M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
118KNew |
$4.95M - $5.35M
|
118K
$5.57M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.8K+ 68.81% |
$4M - $4.33M
|
235K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.8K+ 68.81% |
$4M - $4.33M
|
235K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.5K+ 204.25% |
$2.78M - $3.01M
|
99.1K
$4.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
49.9K+ 123.51% |
$2.08M - $2.25M
|
90.3K
$4.24M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.2KNew |
$1.76M - $1.91M
|
42.2K
$1.98M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
37.2K+ 28.25% |
$1.55M - $1.68M
|
169K
$7.93M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.4K+ 4.91% |
$1.52M - $1.65M
|
778K
$36.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.8KNew |
$1.24M - $1.35M
|
29.8K
$1.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.1K+ 5.52% |
$1.22M - $1.32M
|
557K
$26.2M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
24K+ 14.31% |
$1M - $1.08M
|
192K
$9M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 131.17% |
$883K - $956K
|
37.3K
$1.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
20.8KNew |
$867K - $939K
|
20.8K
$976K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
15.8KNew |
$660K - $715K
|
15.8K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
13.9KNew |
$579K - $627K
|
13.9K
$651K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.4K+ 123.35% |
$558K - $605K
|
24.2K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.3K+ 10.71% |
$512K - $554K
|
127K
$5.95M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.1K+ 14.59% |
$463K - $502K
|
87.2K
$4.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
7.81KNew |
$326K - $353K
|
7.81K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.06K+ 10.52% |
$295K - $319K
|
74.2K
$3.48M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.59KNew |
$233K - $253K
|
5.59K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.25K+ 2.94% |
$219K - $237K
|
184K
$8.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.72K+ 12.55% |
$197K - $213K
|
42.3K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.56K+ 0.92% |
$190K - $206K
|
498K
$23.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.37K+ 4.52% |
$182K - $198K
|
101K
$4.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.99K+ 2.15% |
$167K - $180K
|
189K
$8.89M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.77K+ 13.5% |
$157K - $170K
|
31.7K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.75K+ 13.88% |
$156K - $169K
|
30.7K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.17K+ 8.77% |
$132K - $143K
|
39.3K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.64K+ 38.25% |
$110K - $119K
|
9.54K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.23K+ 21.43% |
$92.9K - $101K
|
12.6K
$592K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.22K+ 12.17% |
$92.6K - $100K
|
20.4K
$960K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.17K+ 7.38% |
$90.5K - $97.9K
|
31.5K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.97K+ 5.86% |
$82.2K - $89K
|
35.6K
$1.67M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.19K+ 0.69% |
$49.8K - $53.9K
|
173K
$8.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.13K+ 4.86% |
$47K - $50.9K
|
24.3K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
985+ 21.46% |
$41.1K - $44.5K
|
5.58K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
716+ 3580.0% |
$29.9K - $32.4K
|
736
$34.6K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
452+ 2.42% |
$18.9K - $20.4K
|
19.1K
$899K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
413+ 1.76% |
$17.2K - $18.7K
|
23.9K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
395+ 4.1% |
$16.5K - $17.9K
|
10K
$471K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
392+ 5.69% |
$16.4K - $17.7K
|
7.29K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
350+ 0.66% |
$14.6K - $15.8K
|
53.3K
$2.5M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
228+ 1.05% |
$9.52K - $10.3K
|
21.9K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
205New |
$8.56K - $9.27K
|
205
$9.63K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
181New |
$7.55K - $8.18K
|
181
$8.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
121+ 0.52% |
$5.05K - $5.47K
|
23.5K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
116+ 46.03% |
$4.84K - $5.24K
|
368
$17.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
65New |
$2.71K - $2.94K
|
65
$3.05K
|