Purchases and Sales Made in Q2 2023 in J P Morgan Diversified Return (JPSE)

JPSE Quotes by TradingView

This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q2 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
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
286K
+ 113.0%
$10.8M - $11.7M
538K $25.5M
Jul 11, 2023 Q2 2023
Capital Advisors Wealth Management, LLC

BUY
 -
195K
+ 71.79%
$7.35M - $7.97M
466K $22.1M
Jul 13, 2023 Q2 2023
Systelligence, LLC

BUY
 -
170K
+ 140.03%
$6.41M - $6.95M
291K $13.8M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
145K
New
$5.49M - $5.95M
145K $6.88M
Aug 11, 2023 Q2 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
123K
New
$4.66M - $5.05M
123K $5.84M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
107K
+ 20.77%
$4.05M - $4.4M
624K $29.5M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
92.9K
New
$3.51M - $3.8M
92.9K $4.4M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
49.4K
+ 4.54%
$1.87M - $2.02M
1.14M $53.9M
Jul 28, 2023 Q2 2023
Koss Olinger Consulting, LLC

BUY
 -
39.2K
+ 3.61%
$1.48M - $1.61M
1.13M $53.3M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
31.8K
+ 100.97%
$1.2M - $1.3M
63.3K $3M
Jul 14, 2023 Q2 2023
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
19K
+ 11.87%
$718K - $778K
179K $8.48M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
18K
New
$680K - $737K
18K $852K
Jul 26, 2023 Q2 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
15.2K
New
$573K - $621K
15.2K $718K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
14.8K
+ 201.42%
$559K - $606K
22.1K $1.05M
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
11.4K
+ 23.7%
$432K - $468K
59.6K $2.82M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
11.2K
New
$424K - $460K
11.2K $532K
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
9.33K
+ 45.37%
$353K - $382K
29.9K $1.42M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
9.33K
+ 45.37%
$353K - $382K
29.9K $1.42M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
8.96K
+ 93.14%
$339K - $367K
18.6K $880K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.73K
+ 63.26%
$292K - $317K
20K $945K
Aug 10, 2023 Q2 2023
Personal Cfo Solutions, LLC

BUY
 -
6.76K
+ 51.44%
$255K - $277K
19.9K $943K
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
6.47K
+ 56.07%
$244K - $265K
18K $852K
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
6.47K
+ 56.07%
$244K - $265K
18K $852K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.01K
+ 44.25%
$227K - $246K
19.6K $928K
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
5.05K
New
$191K - $207K
5.05K $239K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
4.7K
+ 8.47%
$177K - $192K
60.1K $2.85M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
4.7K
+ 81.15%
$177K - $192K
10.5K $497K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
4.39K
+ 39.78%
$166K - $180K
15.4K $730K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
4.23K
+ 10.3%
$160K - $173K
45.3K $2.15M
Jul 24, 2023 Q2 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
3.54K
+ 14.6%
$134K - $145K
27.8K $1.32M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
3.3K
New
$125K - $135K
3.3K $156K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.83K
+ 11.61%
$107K - $116K
27.2K $1.29M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
2.53K
+ 0.52%
$95.4K - $103K
485K $23M
Jul 10, 2023 Q2 2023
Appleton Partners Inc

BUY
 -
2.39K
+ 1.44%
$90.3K - $97.9K
169K $7.99M
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
2.2K
New
$83K - $89.9K
2.2K $104K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
1.13K
+ 5.58%
$42.5K - $46.1K
21.3K $1.01M
Aug 11, 2023 Q2 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
988
+ 4.63%
$37.3K - $40.5K
22.4K $1.06M
Jul 31, 2023 Q2 2023
Interactive Financial Advisors

Chicago, IL
BUY
 -
941
+ 6.59%
$35.6K - $38.5K
15.2K $721K
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

BUY
 -
861
+ 6.27%
$32.5K - $35.3K
14.6K $691K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
828
+ 11.75%
$31.3K - $33.9K
7.88K $373K
Aug 14, 2023 Q2 2023
Mendel Money Management

Northbrook, IL
BUY
 -
701
+ 8.99%
$26.5K - $28.7K
8.5K $403K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
504
New
$19K - $20.6K
504 $23.9K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
85
New
$3.21K - $3.48K
85 $4.03K
Jul 10, 2023 Q2 2023
City State Bank

Norwalk, IA
BUY
 -
57
New
$2.15K - $2.33K
57 $2.7K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
54
New
$2.04K - $2.21K
54 $2.56K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
31
+ 0.78%
$1.17K - $1.27K
3.99K $189K
Aug 08, 2023 Q2 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
31
+ 0.22%
$1.17K - $1.27K
14.2K $674K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
11
New
$416 - $451
11 $521
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
1
+ 0.5%
$37.8 - $41
201 $9.52K

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