Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 14, 2022 Q3 2022
Koss Olinger Consulting, LLC

BUY
 -
303K
+ 44.65%
$10.7M - $13.1M
982K $46.5M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
220K
+ 158.31%
$7.76M - $9.54M
360K $17M
Nov 14, 2022 Q3 2022
Capital Advisors Wealth Management, LLC

BUY
 -
150K
New
$5.29M - $6.5M
150K $7.12M
Nov 09, 2022 Q3 2022
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
146K
New
$5.13M - $6.3M
146K $6.9M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
142K
+ 70.42%
$5.01M - $6.16M
345K $16.3M
Nov 08, 2022 Q3 2022
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
57.1K
New
$2.01M - $2.47M
57.1K $2.71M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
55.2K
+ 297.3%
$1.94M - $2.39M
73.7K $3.49M
Nov 03, 2022 Q3 2022
Andesa Financial Management Inc.

BUY
 -
53.7K
+ 93.35%
$1.89M - $2.32M
111K $5.27M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
46.5K
+ 34.46%
$1.64M - $2.01M
182K $8.6M
Nov 10, 2022 Q3 2022
Beck Bode, LLC

BUY
 -
41.7K
New
$1.47M - $1.8M
41.7K $1.97M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
23.8K
+ 122.32%
$837K - $1.03M
43.2K $2.05M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
19.5K
+ 6.39%
$687K - $844K
325K $15.4M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
17.9K
+ 213.62%
$631K - $775K
26.3K $1.25M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
17.9K
+ 213.62%
$631K - $775K
26.3K $1.25M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
14.8K
+ 5.79%
$522K - $641K
271K $12.8M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
13.3K
+ 2.86%
$467K - $574K
477K $22.6M
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
12.8K
New
$451K - $555K
12.8K $607K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
10.5K
+ 34.19%
$369K - $454K
41.2K $1.95M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
10K
New
$352K - $432K
10K $474K
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
7.63K
New
$268K - $330K
7.63K $361K
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
6.36K
New
$224K - $275K
6.36K $301K
Nov 14, 2022 Q3 2022
Mendel Money Management

Northbrook, IL
BUY
 -
6.3K
New
$222K - $273K
6.3K $298K
Oct 21, 2022 Q3 2022
First Pacific Financial

BUY
 -
6.03K
+ 8.33%
$212K - $261K
78.4K $3.71M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
4.21K
New
$148K - $182K
4.21K $200K
Oct 27, 2022 Q3 2022
Appleton Partners Inc

BUY
 -
3.2K
+ 1.92%
$113K - $138K
170K $8.05M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
995
+ 14.32%
$35K - $43K
7.94K $376K
Oct 27, 2022 Q3 2022
Thoroughbred Financial Services, LLC

BUY
 -
958
+ 7.23%
$33.7K - $41.4K
14.2K $673K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
915
+ 305.0%
$32.2K - $39.6K
1.22K $57.6K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
730
+ 16.55%
$25.7K - $31.6K
5.14K $244K
Nov 09, 2022 Q3 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
675
New
$23.8K - $29.2K
675 $32K
Nov 16, 2022 Q3 2022
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
482
+ 1.63%
$17K - $20.9K
30.1K $1.43M
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
363
+ 35.55%
$12.8K - $15.7K
1.38K $65.6K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
357
New
$12.6K - $15.4K
357 $16.9K
Nov 14, 2022 Q3 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
357
+ 2.8%
$12.6K - $15.4K
13.1K $621K
Nov 14, 2022 Q3 2022
Stapp Wealth Management, Pllc

Olympia, WA
BUY
 -
175
New
$6.16K - $7.57K
175 $8.29K
Oct 17, 2022 Q3 2022
Lex Aurum Advisors, LLC

BUY
 -
165
+ 0.89%
$5.81K - $7.14K
18.7K $887K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
32
New
$1.13K - $1.38K
32 $1.52K
Nov 14, 2022 Q3 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
26
+ 0.21%
$915 - $1.12K
12.3K $581K
Oct 25, 2022 Q3 2022
Pinnacle Bancorp, Inc.

BUY
 -
25
New
$880 - $1.08K
25 $1.18K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
1
New
$35.2 - $43.3
1 $47.4
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-253
- 1.78%
$8.91K - $10.9K
13.9K $660K
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-346
- 2.49%
$12.2K - $15K
13.6K $643K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-521
- 29.42%
$18.3K - $22.5K
1.25K $59.2K
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-670
- 1.65%
$23.6K - $29K
39.8K $1.89M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

SELL
 -
-2.13K
- 3.02%
$75K - $92.2K
68.5K $3.25M
Oct 25, 2022 Q3 2022
Hartford Financial Management Inc.

SELL
 -
-5.22K
- 2.86%
$184K - $226K
177K $8.41M
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

SELL
 -
-8.79K
- 43.26%
$309K - $380K
11.5K $546K
Nov 09, 2022 Q3 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-8.79K
- 43.26%
$309K - $380K
11.5K $546K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

SELL
 -
-14.9K
- 21.27%
$525K - $645K
55.2K $2.62M

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