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 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-204- 6.51% |
$8.78K - $9.85K
|
2.93K
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-262- 1.52% |
$11.3K - $12.6K
|
17K
$807K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-340- 99.13% |
$14.6K - $16.4K
|
3
$143
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-350- 1.8% |
$15.1K - $16.9K
|
19.1K
$911K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-363- 1.44% |
$15.6K - $17.5K
|
24.9K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-409- 2.35% |
$17.6K - $19.7K
|
17K
$809K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-466- 0.57% |
$20.1K - $22.5K
|
81.3K
$3.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-619- 11.82% |
$26.6K - $29.9K
|
4.62K
$220K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-707- 6.8% |
$30.4K - $34.1K
|
9.68K
$461K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-911- 14.59% |
$39.2K - $44K
|
5.34K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-934- 1.41% |
$40.2K - $45.1K
|
65.1K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 16.19% |
$44K - $49.4K
|
5.3K
$252K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-1.43K- 47.64% |
$61.6K - $69.1K
|
1.57K
$74.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.56K- 7.15% |
$67.1K - $75.3K
|
20.3K
$964K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.66K- 5.33% |
$71.5K - $80.2K
|
29.5K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2.23K- 21.79% |
$96.1K - $108K
|
8.01K
$381K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.8K- 5.58% |
$120K - $135K
|
47.3K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.38K- 1.99% |
$146K - $163K
|
167K
$7.94M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.75K- 11.87% |
$161K - $181K
|
27.9K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.61K- 31.27% |
$284K - $319K
|
14.5K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.4K- 6.82% |
$491K - $550K
|
156K
$7.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.7K- 57.82% |
$591K - $663K
|
10K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.1K- 3.21% |
$692K - $776K
|
485K
$23.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.1K- 48.22% |
$1.08M - $1.21M
|
26.9K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.1K- 64.92% |
$1.12M - $1.26M
|
14.1K
$670K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.5K- 9.0% |
$2.04M - $2.29M
|
480K
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48K- 36.19% |
$2.07M - $2.32M
|
84.7K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66.6K- 75.65% |
$2.87M - $3.22M
|
21.5K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-88K- 13.73% |
$3.79M - $4.25M
|
553K
$26.3M
|