Purchases and Sales Made in Q4 2022 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q4 2022. 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 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
315KNew |
$12M - $13.1M
|
315K
$13.6M
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
306KNew |
$11.7M - $12.8M
|
306K
$13.2M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
159K+ 31.82% |
$6.05M - $6.63M
|
657K
$28.4M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.1K+ 54.05% |
$3.74M - $4.1M
|
280K
$12.1M
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
93.1KNew |
$3.55M - $3.89M
|
93.1K
$4.02M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.4K+ 17.23% |
$2.27M - $2.48M
|
404K
$17.5M
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
47K+ 31.26% |
$1.79M - $1.96M
|
197K
$8.52M
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
31.8KNew |
$1.21M - $1.33M
|
31.8K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
30K+ 3.06% |
$1.15M - $1.25M
|
1.01M
$43.7M
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
25.4K+ 84.17% |
$968K - $1.06M
|
55.5K
$2.4M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.7KNew |
$904K - $990K
|
23.7K
$1.02M
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
22.5KNew |
$858K - $940K
|
22.5K
$972K
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
16KNew |
$610K - $668K
|
16K
$690K
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
14.2KNew |
$541K - $592K
|
14.2K
$612K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.9KNew |
$490K - $537K
|
12.9K
$555K
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
10.9KNew |
$415K - $455K
|
10.9K
$470K
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10.4KNew |
$397K - $435K
|
10.4K
$450K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 13.82% |
$389K - $426K
|
83.9K
$3.63M
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
9.01KNew |
$344K - $376K
|
9.01K
$389K
|
|
Jan 25, 2023
Q4 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
8.83K+ 6.06% |
$337K - $369K
|
155K
$6.68M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.73KNew |
$295K - $323K
|
7.73K
$334K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
7.1K+ 93.02% |
$271K - $297K
|
14.7K
$636K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.27KNew |
$239K - $262K
|
6.27K
$271K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.14K+ 1.29% |
$234K - $257K
|
484K
$20.9M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.83K+ 58.29% |
$222K - $244K
|
15.8K
$684K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
5.72KNew |
$218K - $239K
|
5.72K
$247K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.2KNew |
$160K - $176K
|
4.2K
$181K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.52K+ 424.37% |
$57.8K - $63.3K
|
1.87K
$80.9K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.4K+ 115.56% |
$53.6K - $58.7K
|
2.62K
$113K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.32K+ 3.21% |
$50.3K - $55.1K
|
42.5K
$1.83M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.31K+ 20.53% |
$49.8K - $54.6K
|
7.67K
$331K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.29K+ 6.91% |
$49.4K - $54.1K
|
20K
$865K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
958+ 1.73% |
$36.5K - $40K
|
56.2K
$2.43M
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
846+ 6.89% |
$32.3K - $35.4K
|
13.1K
$567K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
538+ 3.79% |
$20.5K - $22.5K
|
14.7K
$637K
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
488+ 7.75% |
$18.6K - $20.4K
|
6.79K
$293K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
240New |
$9.16K - $10K
|
240
$10.4K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
63+ 0.79% |
$2.4K - $2.63K
|
8K
$346K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
58New |
$2.21K - $2.42K
|
58
$2.51K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9+ 0.07% |
$343 - $376
|
13.6K
$587K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$38.2 - $41.8
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-76- 0.59% |
$2.9K - $3.18K
|
12.7K
$551K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-81- 0.58% |
$3.09K - $3.39K
|
13.8K
$598K
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
SELL
|
- |
-120- 0.15% |
$4.58K - $5.02K
|
78.2K
$3.38M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-266- 19.22% |
$10.1K - $11.1K
|
1.12K
$48.3K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-358- 2.73% |
$13.7K - $15K
|
12.7K
$551K
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-444- 1.07% |
$16.9K - $18.6K
|
41.2K
$1.78M
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-1.24K- 1.03% |
$47.3K - $51.8K
|
119K
$5.15M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.26K- 24.51% |
$48.1K - $52.7K
|
3.88K
$168K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.76K- 6.93% |
$105K - $115K
|
37.1K
$1.6M
|