Purchases and Sales Made in Q2 2022 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61K+ 15.12% |
$2.22M - $2.7M
|
464K
$22M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.2K+ 10.08% |
$1.75M - $2.13M
|
526K
$24.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.5K+ 42.5% |
$1.51M - $1.84M
|
139K
$6.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
30.7KNew |
$1.11M - $1.36M
|
30.7K
$1.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.4K+ 17.67% |
$1.1M - $1.34M
|
202K
$9.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
29.7KNew |
$1.08M - $1.31M
|
29.7K
$1.4M
|
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
BUY
|
- |
18.1K+ 33.43% |
$659K - $802K
|
72.3K
$3.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2K+ 271.38% |
$516K - $629K
|
19.4K
$921K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$515K - $628K
|
14.2K
$672K
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13KNew |
$473K - $576K
|
13K
$616K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.42K+ 152.87% |
$306K - $372K
|
13.9K
$660K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.97K+ 5.45% |
$253K - $309K
|
135K
$6.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.97K+ 5.45% |
$253K - $309K
|
135K
$6.39M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.44KNew |
$234K - $285K
|
6.44K
$305K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.44KNew |
$198K - $241K
|
5.44K
$258K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.41KNew |
$160K - $195K
|
4.41K
$209K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
4.15K+ 2.55% |
$151K - $184K
|
167K
$7.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.45K+ 35.22% |
$125K - $153K
|
13.3K
$628K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.21K+ 20.91% |
$117K - $142K
|
18.6K
$880K
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
BUY
|
- |
2.25K+ 1.9% |
$81.6K - $99.3K
|
121K
$5.71M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.77KNew |
$64.4K - $78.4K
|
1.77K
$83.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.39K+ 25.04% |
$50.5K - $61.6K
|
6.95K
$329K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.02KNew |
$37.1K - $45.2K
|
1.02K
$48.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
895+ 1.28% |
$32.5K - $39.6K
|
70.6K
$3.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
650New |
$23.6K - $28.8K
|
650
$30.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
561+ 3.12% |
$20.4K - $24.8K
|
18.6K
$879K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
531+ 1.33% |
$19.3K - $23.5K
|
40.5K
$1.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75New |
$2.73K - $3.32K
|
75
$3.55K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-100- 2.33% |
$3.63K - $4.43K
|
4.2K
$199K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-100- 2.33% |
$3.63K - $4.43K
|
4.2K
$199K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-326Closed |
$11.8K - $14.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-479Closed |
$17.4K - $21.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-575- 4.32% |
$20.9K - $25.4K
|
12.7K
$604K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.03K- 0.4% |
$37.5K - $45.7K
|
256K
$12.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-1.14K- 1.95% |
$41.5K - $50.5K
|
57.5K
$2.72M
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.42K- 0.77% |
$51.5K - $62.7K
|
183K
$8.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.49K- 8.05% |
$54.2K - $66K
|
17K
$806K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.09K- 9.33% |
$76K - $92.5K
|
20.3K
$963K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.09K- 9.33% |
$76K - $92.5K
|
20.3K
$963K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.91K- 19.19% |
$106K - $129K
|
12.2K
$580K
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.04K- 0.45% |
$111K - $135K
|
679K
$32.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.41KClosed |
$160K - $195K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.76KClosed |
$173K - $211K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.4K- 11.81% |
$341K - $416K
|
70.2K
$3.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.6K- 4.28% |
$495K - $603K
|
305K
$14.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.7K- 73.85% |
$861K - $1.05M
|
8.39K
$397K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-30.5KClosed |
$1.11M - $1.35M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-42KClosed |
$1.53M - $1.86M
|
0
$0
|