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 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-176- 2.74% |
$7.41K - $7.98K
|
6.25K
$297K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-181- 2.0% |
$7.62K - $8.21K
|
8.86K
$422K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-181- 2.0% |
$7.62K - $8.21K
|
8.86K
$422K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-239- 55.58% |
$10.1K - $10.8K
|
191
$9.09K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-331- 44.97% |
$13.9K - $15K
|
405
$19.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-382- 5.25% |
$16.1K - $17.3K
|
6.89K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-513- 1.62% |
$21.6K - $23.3K
|
31.1K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-709- 2.67% |
$29.8K - $32.1K
|
25.8K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-724- 0.45% |
$30.5K - $32.8K
|
162K
$7.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-872- 4.82% |
$36.7K - $39.5K
|
17.2K
$820K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-1.16K- 1.4% |
$48.7K - $52.5K
|
81.7K
$3.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.29K- 36.9% |
$54.4K - $58.6K
|
2.21K
$105K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.4K- 7.46% |
$59.1K - $63.7K
|
17.4K
$828K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.6K- 9.11% |
$67.4K - $72.6K
|
16K
$760K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.17K- 1.76% |
$133K - $144K
|
177K
$8.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.24K- 6.08% |
$136K - $147K
|
50.1K
$2.38M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-5.42K- 34.29% |
$228K - $246K
|
10.4K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.44K- 50.46% |
$271K - $292K
|
6.32K
$301K
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-7.55K- 26.31% |
$317K - $342K
|
21.1K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.08K- 10.89% |
$340K - $366K
|
66.1K
$3.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.7K- 50.64% |
$619K - $667K
|
14.3K
$682K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-16.8K- 67.84% |
$708K - $763K
|
7.98K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.1K- 5.23% |
$1.23M - $1.32M
|
528K
$25.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30K- 71.13% |
$1.26M - $1.36M
|
12.2K
$580K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94.5K- 11.48% |
$3.98M - $4.28M
|
729K
$34.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-137K- 17.63% |
$5.77M - $6.22M
|
641K
$30.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-184K- 43.39% |
$7.73M - $8.33M
|
240K
$11.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-184K- 97.23% |
$7.75M - $8.35M
|
5.24K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-238K- 58.76% |
$10M - $10.8M
|
167K
$7.95M
|