Purchases and Sales Made in Q1 2023 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q1 2023. The information is specifically focused on institutions that hold shares of JPMORGAN DIVERSIFIED RETURN US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-446- 0.76% |
$40.6K - $45K
|
58.2K
$6.88M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-461- 21.13% |
$42K - $46.5K
|
1.72K
$203K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-487- 10.72% |
$44.4K - $49.1K
|
4.06K
$479K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-577- 24.19% |
$52.6K - $58.2K
|
1.81K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-751- 6.22% |
$68.4K - $75.8K
|
11.3K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-832- 6.44% |
$75.8K - $84K
|
12.1K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-964- 3.52% |
$87.8K - $97.3K
|
26.4K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 2.09% |
$102K - $113K
|
52.6K
$6.22M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 21.83% |
$123K - $137K
|
4.85K
$574K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.46K- 39.03% |
$133K - $148K
|
2.28K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.2K- 1.13% |
$200K - $222K
|
192K
$22.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.56K- 17.77% |
$233K - $258K
|
11.8K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.73K- 22.23% |
$249K - $276K
|
9.56K
$1.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-2.88K- 26.32% |
$262K - $290K
|
8.06K
$953K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.19K- 2.63% |
$837K - $927K
|
340K
$40.2M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-31.6K- 7.72% |
$2.88M - $3.19M
|
378K
$44.7M
|