Purchases and Sales Made in Q4 2023 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
95.1K+ 7.91% |
$3.51M - $4.25M
|
1.3M
$61.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
52.6K+ 374.61% |
$1.94M - $2.35M
|
66.6K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52K+ 7.54% |
$1.92M - $2.33M
|
742K
$35.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
40.4KNew |
$1.49M - $1.81M
|
40.4K
$1.91M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
39.9K+ 7.9% |
$1.47M - $1.79M
|
545K
$25.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
23.5KNew |
$868K - $1.05M
|
23.5K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
23.4KNew |
$863K - $1.05M
|
23.4K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.9K+ 188.22% |
$624K - $756K
|
25.9K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.1K+ 71.87% |
$519K - $629K
|
33.6K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.1K+ 33.68% |
$446K - $540K
|
47.9K
$2.27M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
11.6K+ 16.03% |
$429K - $520K
|
84.1K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11K+ 10.6% |
$405K - $491K
|
114K
$5.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.8KNew |
$400K - $485K
|
10.8K
$514K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
9.77K+ 8.02% |
$361K - $437K
|
132K
$6.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
9.64KNew |
$356K - $431K
|
9.64K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.94K+ 1.84% |
$330K - $400K
|
494K
$23.4M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.29K+ 47.16% |
$306K - $371K
|
25.9K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.71K+ 1.29% |
$285K - $345K
|
603K
$28.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.37K+ 13.54% |
$272K - $330K
|
61.8K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.9KNew |
$255K - $309K
|
6.9K
$327K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
6.42K+ 21.62% |
$237K - $287K
|
36.1K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.41K+ 32.99% |
$200K - $242K
|
21.8K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.36K+ 24.8% |
$198K - $240K
|
27K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.25K+ 23.16% |
$194K - $235K
|
27.9K
$1.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
4.82K+ 2.67% |
$178K - $215K
|
185K
$8.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.76KNew |
$176K - $213K
|
4.76K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.59KNew |
$169K - $205K
|
4.59K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.08K+ 6.47% |
$151K - $182K
|
67.1K
$3.18M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.45K+ 11.83% |
$128K - $155K
|
32.6K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.09K+ 11.73% |
$114K - $138K
|
29.4K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.12K+ 2.87% |
$78.3K - $94.8K
|
76.1K
$3.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.99K+ 12.28% |
$73.5K - $89.1K
|
18.2K
$863K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.83K+ 8.57% |
$67.6K - $82K
|
23.2K
$1.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.8K+ 1.05% |
$66.3K - $80.3K
|
172K
$8.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.71K+ 3.34% |
$63.2K - $76.6K
|
53K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
945+ 10.01% |
$34.9K - $42.3K
|
10.4K
$492K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
871+ 162.5% |
$32.2K - $39K
|
1.41K
$66.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
805New |
$29.7K - $36K
|
805
$38.1K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
742New |
$27.4K - $33.2K
|
742
$35.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
430New |
$15.9K - $19.2K
|
430
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
252New |
$9.3K - $11.3K
|
252
$11.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
201+ 0.82% |
$7.42K - $8.99K
|
24.8K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
146+ 4.79% |
$5.39K - $6.53K
|
3.2K
$151K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
112+ 8.9% |
$4.14K - $5.01K
|
1.37K
$64.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56New |
$2.07K - $2.51K
|
56
$2.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
46+ 0.32% |
$1.7K - $2.06K
|
14.3K
$677K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 53.13% |
$628 - $761
|
49
$2.32K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
16New |
$591 - $716
|
16
$758
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.99% |
$73.8 - $89.5
|
204
$9.66K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|