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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
32New |
$1.34K - $1.45K
|
32
$1.52K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31+ 2.2% |
$1.29K - $1.4K
|
1.44K
$68.4K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
30+ 0.12% |
$1.25K - $1.36K
|
24.8K
$1.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 4.08% |
$83.5 - $90.4
|
51
$2.43K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$41.7 - $45.2
|
1
$47.6
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.01% |
$41.7 - $45.2
|
14.3K
$680K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10- 62.5% |
$417 - $452
|
6
$285
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-29- 0.02% |
$1.21K - $1.31K
|
162K
$7.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-60- 1.88% |
$2.5K - $2.71K
|
3.14K
$149K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-103- 0.75% |
$4.3K - $4.66K
|
13.7K
$652K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-530- 38.66% |
$22.1K - $24K
|
841
$40K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-674- 5.02% |
$28.1K - $30.5K
|
12.8K
$607K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-771- 5.03% |
$32.2K - $34.8K
|
14.6K
$693K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-1.19K- 1.42% |
$49.8K - $54K
|
82.9K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.54K- 21.24% |
$64.1K - $69.4K
|
5.69K
$271K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.55K- 4.74% |
$64.5K - $69.9K
|
31.1K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.62K- 8.23% |
$67.8K - $73.4K
|
18.1K
$861K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.78K- 81.44% |
$74.2K - $80.3K
|
405
$19.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.17K- 19.32% |
$90.4K - $97.9K
|
9.04K
$430K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.17K- 19.32% |
$90.4K - $97.9K
|
9.04K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.46K- 1.35% |
$103K - $111K
|
180K
$8.58M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3K- 13.74% |
$125K - $135K
|
18.8K
$895K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.38K- 99.97% |
$141K - $153K
|
1
$47.6
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.53K- 20.06% |
$147K - $159K
|
14.1K
$669K
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-4.6K- 13.81% |
$192K - $208K
|
28.7K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.94K- 25.19% |
$373K - $404K
|
26.6K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.8K- 45.68% |
$493K - $534K
|
14.1K
$669K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-13.2K- 67.27% |
$551K - $597K
|
6.42K
$306K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 23.55% |
$607K - $658K
|
47.2K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.9K- 39.39% |
$788K - $853K
|
29K
$1.38M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.3K- 8.32% |
$891K - $965K
|
235K
$11.2M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22.1K- 55.51% |
$921K - $997K
|
17.7K
$841K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.2K- 7.66% |
$1.93M - $2.09M
|
557K
$26.5M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-50.6K- 75.99% |
$2.11M - $2.29M
|
16K
$761K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-121K- 22.28% |
$5.07M - $5.49M
|
424K
$20.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-473K- 36.51% |
$19.8M - $21.4M
|
823K
$39.2M
|