Purchases and Sales Made in Q2 2024 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.2MNew |
$50.3M - $54.2M
|
1.2M
$56.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
292KNew |
$12.3M - $13.3M
|
292K
$13.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.8K+ 136.28% |
$2.14M - $2.3M
|
88.1K
$4.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.2KNew |
$1.69M - $1.82M
|
40.2K
$1.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.2K+ 35.56% |
$1.48M - $1.6M
|
134K
$6.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34.7K+ 29.29% |
$1.46M - $1.57M
|
153K
$7.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.7K+ 31.33% |
$1.33M - $1.44M
|
133K
$6.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.8KNew |
$1M - $1.08M
|
23.8K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 9.08% |
$898K - $968K
|
256K
$12.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 9.08% |
$898K - $968K
|
256K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.5KNew |
$820K - $884K
|
19.5K
$923K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.2KNew |
$723K - $779K
|
17.2K
$814K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.5K+ 40.64% |
$608K - $656K
|
50K
$2.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13.1K+ 6.84% |
$552K - $594K
|
205K
$9.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.8K+ 5762.44% |
$497K - $536K
|
12K
$569K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.36K+ 3.46% |
$268K - $288K
|
190K
$9.01M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.88K+ 19.75% |
$248K - $267K
|
35.7K
$1.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.73K+ 10.02% |
$199K - $215K
|
52K
$2.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.28K+ 3.38% |
$180K - $194K
|
131K
$6.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.66K+ 2.11% |
$154K - $166K
|
177K
$8.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.24K+ 3.59% |
$136K - $147K
|
93.5K
$4.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
3KNew |
$126K - $136K
|
3K
$142K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.69K+ 0.54% |
$113K - $122K
|
501K
$23.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.03K+ 21.26% |
$85.3K - $91.9K
|
11.6K
$548K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.92K+ 13.69% |
$81K - $87.2K
|
16K
$757K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.91K+ 34.2% |
$80.4K - $86.6K
|
7.5K
$355K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.75K+ 4.45% |
$73.6K - $79.3K
|
41.1K
$1.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.52K+ 7.92% |
$63.8K - $68.7K
|
20.7K
$978K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.5K+ 0.89% |
$63K - $67.9K
|
170K
$8.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.37K+ 5.71% |
$57.4K - $61.9K
|
25.3K
$1.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.06K+ 4.34% |
$44.4K - $47.8K
|
25.4K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
960+ 7.61% |
$40.4K - $43.5K
|
13.6K
$643K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
741+ 0.85% |
$31.2K - $33.6K
|
87.9K
$4.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
720New |
$30.3K - $32.6K
|
720
$34.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
606+ 3.79% |
$25.5K - $27.5K
|
16.6K
$786K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
587+ 2.87% |
$24.7K - $26.6K
|
21K
$996K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
514+ 1.65% |
$21.6K - $23.3K
|
31.6K
$1.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
407+ 2.97% |
$17.1K - $18.5K
|
14.1K
$669K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
343New |
$14.4K - $15.6K
|
343
$16.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
291+ 2.0% |
$12.2K - $13.2K
|
14.9K
$704K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
250+ 1.2% |
$10.5K - $11.3K
|
21K
$996K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
226+ 403.57% |
$9.51K - $10.2K
|
282
$13.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
211+ 2.1% |
$8.88K - $9.57K
|
10.2K
$485K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
80New |
$3.37K - $3.63K
|
80
$3.79K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30+ 2.09% |
$1.26K - $1.36K
|
1.47K
$69.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.25% |
$42.1 - $45.3
|
406
$19.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-35- 0.24% |
$1.47K - $1.59K
|
14.3K
$675K
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-88- 0.4% |
$3.7K - $3.99K
|
21.8K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-171- 0.4% |
$7.2K - $7.75K
|
42.1K
$2M
|