Purchases and Sales Made in Q3 2023 in J P Morgan Diversified Return (JPSE)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
60New |
$2.33K - $2.59K
|
60
$2.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32+ 6.35% |
$1.24K - $1.38K
|
536
$25.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
28+ 0.2% |
$1.09K - $1.21K
|
14.2K
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
22+ 0.09% |
$853 - $948
|
24.6K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20New |
$775 - $862
|
20
$952
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.5% |
$38.8 - $43.1
|
202
$9.61K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-87- 0.64% |
$3.37K - $3.75K
|
13.4K
$640K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-104- 2.61% |
$4.03K - $4.48K
|
3.88K
$185K
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-516- 1.5% |
$20K - $22.2K
|
33.9K
$1.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-754- 0.46% |
$29.2K - $32.5K
|
164K
$7.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.19K- 7.83% |
$46.2K - $51.4K
|
14K
$668K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-1.21K- 1.64% |
$46.8K - $52K
|
72.5K
$3.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.39K- 2.72% |
$54K - $60.1K
|
49.9K
$2.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.52K- 1.24% |
$59.1K - $65.7K
|
122K
$5.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.69K- 7.57% |
$65.6K - $72.9K
|
20.7K
$983K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.17K- 5.0% |
$123K - $137K
|
60.2K
$2.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.79K- 37.73% |
$263K - $293K
|
11.2K
$533K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.79K- 37.73% |
$263K - $293K
|
11.2K
$533K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-11.7K- 20.74% |
$455K - $506K
|
44.9K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.9K- 56.51% |
$655K - $728K
|
13K
$619K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-91.8K- 63.21% |
$3.56M - $3.96M
|
53.4K
$2.54M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-206K- 58.78% |
$7.99M - $8.88M
|
145K
$6.88M
|