Purchases and Sales Made in Q4 2021 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
37.9KNew |
$1.65M - $1.82M
|
37.9K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.9K+ 23.89% |
$910K - $1M
|
108K
$5.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.7K+ 22.17% |
$769K - $847K
|
97.3K
$4.61M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
14.1K+ 50.61% |
$615K - $678K
|
42.1K
$1.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 31.15% |
$533K - $587K
|
51.5K
$2.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11.6K+ 1.89% |
$507K - $558K
|
627K
$29.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.99K+ 4.83% |
$435K - $479K
|
217K
$10.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
8.84K+ 6.0% |
$385K - $424K
|
156K
$7.39M
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
BUY
|
- |
5.37K+ 9.63% |
$234K - $258K
|
61.2K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.03K+ 29.39% |
$175K - $193K
|
17.7K
$840K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.96K+ 6.98% |
$172K - $190K
|
60.7K
$2.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.83K+ 35.11% |
$123K - $136K
|
10.9K
$515K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.48K+ 4.15% |
$108K - $119K
|
62.2K
$2.95M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.67K+ 2.33% |
$72.6K - $80K
|
73.2K
$3.47M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.66KNew |
$72.3K - $79.7K
|
1.66K
$78.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.15KNew |
$49.8K - $54.9K
|
1.15K
$54.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
903+ 6.38% |
$39.3K - $43.3K
|
15.1K
$713K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
326New |
$14.2K - $15.6K
|
326
$15.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
130New |
$5.66K - $6.23K
|
130
$6.16K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37+ 0.01% |
$1.61K - $1.77K
|
385K
$18.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43.5 - $48
|
1
$47.4
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 77.32% |
$3.26K - $3.6K
|
22
$1.04K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-99Closed |
$4.31K - $4.75K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-204Closed |
$8.88K - $9.78K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-472- 9.39% |
$20.5K - $22.6K
|
4.55K
$216K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.01K- 0.56% |
$43.9K - $48.4K
|
181K
$8.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.07K- 29.92% |
$90.2K - $99.4K
|
4.85K
$230K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.15K- 11.24% |
$93.7K - $103K
|
17K
$805K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.34KClosed |
$102K - $112K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.57KClosed |
$112K - $123K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.29K- 1.29% |
$143K - $158K
|
253K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.4K- 16.36% |
$148K - $163K
|
17.4K
$824K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.36KClosed |
$233K - $257K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.41K- 24.41% |
$279K - $307K
|
19.8K
$940K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.8K- 13.0% |
$469K - $516K
|
72.1K
$3.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.8K- 54.09% |
$903K - $995K
|
17.6K
$834K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-47.8KClosed |
$2.08M - $2.29M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-100K- 78.59% |
$4.37M - $4.82M
|
27.4K
$1.3M
|