Purchases and Sales Made in Q3 2021 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.7KNew |
$3.3M - $3.58M
|
79.7K
$3.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
61.4K+ 286.91% |
$2.54M - $2.76M
|
82.9K
$3.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.2K+ 111.65% |
$1.04M - $1.13M
|
47.8K
$2.26M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.8KNew |
$860K - $933K
|
20.8K
$985K
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
13.5K+ 2.25% |
$559K - $606K
|
615K
$29.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.3K+ 3.3% |
$509K - $552K
|
385K
$18.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
9.7K+ 7.05% |
$401K - $435K
|
147K
$6.97M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.09K+ 3.65% |
$376K - $408K
|
258K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.48K+ 8.11% |
$185K - $201K
|
59.7K
$2.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.19K+ 65.58% |
$132K - $143K
|
8.05K
$381K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
2.57KNew |
$106K - $115K
|
2.57K
$122K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.61K+ 0.78% |
$66.6K - $72.2K
|
207K
$9.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.53K+ 0.85% |
$63.3K - $68.7K
|
182K
$8.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
204New |
$8.44K - $9.16K
|
204
$9.66K
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
36+ 0.13% |
$1.49K - $1.62K
|
27.9K
$1.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$41.4 - $44.9
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6- 0.03% |
$248 - $269
|
19.1K
$907K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31- 0.58% |
$1.28K - $1.39K
|
5.36K
$254K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-47Closed |
$1.94K - $2.11K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-103- 4.22% |
$4.26K - $4.62K
|
2.34K
$111K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-121- 2.35% |
$5.01K - $5.43K
|
5.03K
$238K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-254- 1.76% |
$10.5K - $11.4K
|
14.2K
$671K
|
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
SELL
|
- |
-417- 0.74% |
$17.3K - $18.7K
|
55.8K
$2.64M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-484- 1.81% |
$20K - $21.7K
|
26.2K
$1.24M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-508- 0.71% |
$21K - $22.8K
|
71.5K
$3.39M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-555- 7.42% |
$23K - $24.9K
|
6.93K
$328K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-568- 1.46% |
$23.5K - $25.5K
|
38.4K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.42K- 1.59% |
$58.6K - $63.6K
|
87.5K
$4.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 43.12% |
$430K - $466K
|
13.7K
$649K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 4.06% |
$448K - $486K
|
256K
$12.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.5KClosed |
$765K - $831K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36.7K- 75.56% |
$1.52M - $1.65M
|
11.9K
$563K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-44.2K- 52.91% |
$1.83M - $1.98M
|
39.3K
$1.86M
|
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-48.7K- 46.19% |
$2.02M - $2.19M
|
56.8K
$2.69M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72.6K- 36.2% |
$3M - $3.26M
|
128K
$6.06M
|