Purchases and Sales Made in Q2 2023 in J P Morgan Diversified Return (JPSE)
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 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59- 1.07% |
$2.23K - $2.42K
|
5.44K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-307- 2.22% |
$11.6K - $12.6K
|
13.5K
$644K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-373- 28.0% |
$14.1K - $15.3K
|
959
$45.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-511- 2.04% |
$19.3K - $20.9K
|
24.6K
$1.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-794- 0.48% |
$30K - $32.5K
|
165K
$7.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-862- 5.59% |
$32.6K - $35.3K
|
14.6K
$693K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.11K- 2.12% |
$41.9K - $45.5K
|
51.3K
$2.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.2K- 0.73% |
$45.3K - $49.1K
|
164K
$7.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.25KClosed |
$47.2K - $51.2K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.22K- 31.2% |
$83.7K - $90.8K
|
4.89K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.35K- 0.67% |
$89K - $96.4K
|
351K
$16.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.49K- 2.46% |
$93.9K - $102K
|
98.6K
$4.69M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-2.86K- 3.74% |
$108K - $117K
|
73.7K
$3.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-3.25K- 8.62% |
$123K - $133K
|
34.4K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.76K- 31.43% |
$142K - $154K
|
8.2K
$390K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.93K- 62.07% |
$148K - $161K
|
2.4K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.85K- 14.82% |
$221K - $240K
|
33.6K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-6.88K- 10.84% |
$260K - $282K
|
56.6K
$2.69M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27.7K- 82.49% |
$1.05M - $1.14M
|
5.89K
$280K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-37.8K- 78.86% |
$1.43M - $1.55M
|
10.1K
$482K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.2K- 43.99% |
$1.48M - $1.6M
|
49.9K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-82.5K- 28.88% |
$3.12M - $3.38M
|
203K
$9.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-110K- 34.35% |
$4.16M - $4.5M
|
210K
$10M
|