Purchases and Sales Made in Q3 2024 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
522K+ 1239.45% |
$22.5M - $25.2M
|
564K
$26.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.2K+ 7.16% |
$2.24M - $2.52M
|
781K
$37M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
40.8K+ 13.94% |
$1.75M - $1.97M
|
333K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.3K+ 260.51% |
$1.35M - $1.51M
|
43.3K
$2.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
15.5K+ 1.3% |
$669K - $750K
|
1.21M
$57.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
15.4K+ 7.54% |
$664K - $745K
|
220K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 8.95% |
$504K - $566K
|
143K
$6.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
11KNew |
$475K - $533K
|
11K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.7K+ 30.11% |
$462K - $519K
|
46.4K
$2.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.32KNew |
$358K - $402K
|
8.32K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.71K+ 44.9% |
$332K - $372K
|
24.9K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.3K+ 51.71% |
$314K - $352K
|
21.4K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
5.88K+ 6.29% |
$253K - $284K
|
99.4K
$4.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.6K+ 5.23% |
$198K - $222K
|
92.5K
$4.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.43KNew |
$191K - $214K
|
4.43K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.32K+ 3.22% |
$186K - $209K
|
139K
$6.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.95K+ 12.55% |
$127K - $142K
|
26.5K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.94K+ 5.87% |
$126K - $142K
|
53K
$2.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.35K+ 26.48% |
$101K - $113K
|
11.2K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.04K+ 0.8% |
$87.8K - $98.5K
|
258K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.85K+ 0.77% |
$79.5K - $89.2K
|
242K
$11.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 8.72% |
$78.9K - $88.5K
|
22.9K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.74K+ 1.13% |
$74.7K - $83.9K
|
155K
$7.34M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6K+ 10.03% |
$68.9K - $77.3K
|
17.6K
$833K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6K+ 10.03% |
$68.9K - $77.3K
|
17.6K
$833K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.45K+ 10.1% |
$62.3K - $69.9K
|
15.8K
$747K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.03K+ 2.51% |
$44.3K - $49.7K
|
42.1K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
942+ 4.48% |
$40.5K - $45.5K
|
22K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
892+ 11.89% |
$38.4K - $43.1K
|
8.39K
$397K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
842+ 0.48% |
$36.2K - $40.7K
|
178K
$8.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
562+ 0.32% |
$24.2K - $27.1K
|
178K
$8.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
541+ 0.28% |
$23.3K - $26.1K
|
191K
$9.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
520+ 2.05% |
$22.4K - $25.1K
|
25.9K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
422+ 50.18% |
$18.2K - $20.4K
|
1.26K
$59.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
353+ 1.37% |
$15.2K - $17K
|
26.2K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
336+ 0.21% |
$14.5K - $16.2K
|
162K
$7.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
126New |
$5.42K - $6.08K
|
126
$5.97K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
109+ 1.37% |
$4.69K - $5.26K
|
8.09K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
70New |
$3.01K - $3.38K
|
70
$3.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40New |
$1.72K - $1.93K
|
40
$1.89K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
27+ 0.16% |
$1.16K - $1.3K
|
16.6K
$788K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
27+ 0.19% |
$1.16K - $1.3K
|
14.3K
$677K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
22+ 0.32% |
$947 - $1.06K
|
6.92K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2+ 0.01% |
$86.1 - $96.6
|
14.9K
$704K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$43 - $48.3
|
406
$19.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$43 - $48.3
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11- 0.08% |
$473 - $531
|
13.6K
$642K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12- 0.06% |
$516 - $579
|
20.6K
$978K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30- 0.26% |
$1.29K - $1.45K
|
11.5K
$546K
|