Purchases and Sales Made in Q3 2023 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 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
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
192K
New
$7.46M - $8.3M
192K $9.12M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
120K
New
$4.64M - $5.16M
120K $5.67M
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
73K
New
$2.83M - $3.15M
73K $3.46M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
66K
+ 10.58%
$2.56M - $2.84M
690K $32.7M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
63.8K
+ 5.61%
$2.47M - $2.75M
1.2M $56.9M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
57K
+ 10.59%
$2.21M - $2.46M
596K $28.2M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
54.2K
New
$2.1M - $2.34M
54.2K $2.57M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
39.8K
+ 393.36%
$1.54M - $1.72M
50K $2.37M
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
39.3K
+ 8.44%
$1.52M - $1.69M
505K $23.9M
Oct 10, 2023 Q3 2023
Koss Olinger Consulting, LLC

BUY
 -
25.6K
+ 2.27%
$992K - $1.1M
1.15M $54.5M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
14.3K
+ 24.04%
$556K - $618K
74K $3.5M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
13.9K
New
$539K - $599K
13.9K $658K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
13.7K
+ 61.84%
$531K - $590K
35.8K $1.7M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
13K
New
$504K - $561K
13K $616K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
10.6K
+ 11.4%
$411K - $456K
103K $4.9M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
10.3K
New
$398K - $442K
10.3K $486K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
9.17K
+ 4.51%
$356K - $395K
212K $10.1M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
9.07K
+ 86.53%
$352K - $391K
19.6K $926K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7.94K
+ 96.84%
$308K - $342K
16.1K $764K
Nov 14, 2023 Q3 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
7.6K
New
$295K - $328K
7.6K $360K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
7.48K
New
$290K - $322K
7.48K $354K
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
6.69K
+ 3.18%
$259K - $288K
217K $10.3M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
6.58K
+ 274.16%
$255K - $283K
8.98K $425K
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
6.39K
+ 32.11%
$248K - $275K
26.3K $1.25M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
5.94K
+ 13.11%
$230K - $256K
51.3K $2.43M
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
5.57K
New
$216K - $240K
5.57K $264K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.94K
+ 5.01%
$191K - $213K
104K $4.9M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.56K
+ 9.14%
$177K - $196K
54.4K $2.58M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
4.34K
+ 131.67%
$168K - $187K
7.64K $362K
Oct 18, 2023 Q3 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
3.89K
+ 2.37%
$151K - $167K
168K $7.94M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
3.76K
New
$146K - $162K
3.76K $178K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
3.04K
+ 16.36%
$118K - $131K
21.6K $1.02M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
2.87K
+ 4.78%
$111K - $124K
63K $2.99M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.69K
+ 13.49%
$104K - $116K
22.7K $1.07M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.96K
+ 7.2%
$76K - $84.4K
29.2K $1.38M
Oct 25, 2023 Q3 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
1.93K
+ 6.95%
$74.9K - $83.3K
29.7K $1.41M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
1.83K
+ 12.59%
$71.1K - $79K
16.4K $777K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
1.7K
New
$66K - $73.4K
1.7K $80.7K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
1.56K
+ 19.86%
$60.6K - $67.4K
9.44K $447K
Oct 03, 2023 Q3 2023
Appleton Partners Inc

BUY
 -
1.52K
+ 0.9%
$58.9K - $65.5K
170K $8.06M
Oct 10, 2023 Q3 2023
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
1.49K
+ 0.83%
$57.6K - $64K
181K $8.55M
Oct 20, 2023 Q3 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
1.08K
+ 7.1%
$41.7K - $46.4K
16.2K $769K
Nov 08, 2023 Q3 2023
Redwood Financial Network Corp

BUY
 -
940
+ 6.45%
$36.4K - $40.5K
15.5K $735K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
854
+ 38.89%
$33.1K - $36.8K
3.05K $144K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
504
+ 2.57%
$19.5K - $21.7K
20.1K $952K
Nov 13, 2023 Q3 2023
Mendel Money Management

Northbrook, IL
BUY
 -
415
+ 4.88%
$16.1K - $17.9K
8.92K $422K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
300
+ 31.28%
$11.6K - $12.9K
1.26K $59.6K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
121
New
$4.69K - $5.22K
121 $5.73K
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
90
+ 0.42%
$3.49K - $3.88K
21.4K $1.01M

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