Purchases and Sales Made in Q2 2023 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
205K+ 1810.52% |
$18.8M - $20M
|
216K
$25.5M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.4K+ 4143.48% |
$1.14M - $1.21M
|
12.7K
$1.49M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.5KNew |
$969K - $1.03M
|
10.5K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10K+ 583.09% |
$923K - $981K
|
11.8K
$1.38M
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
8.77K+ 160.39% |
$807K - $857K
|
14.2K
$1.68M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.18K+ 9.98% |
$568K - $604K
|
68.1K
$8.02M
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
BUY
|
- |
4.43K+ 0.86% |
$408K - $433K
|
518K
$61M
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
3.69K+ 45.74% |
$339K - $360K
|
11.7K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.13K+ 26.43% |
$287K - $306K
|
14.9K
$1.76M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.7KNew |
$248K - $263K
|
2.7K
$317K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.17KNew |
$200K - $213K
|
2.17K
$256K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.16K+ 66.43% |
$199K - $211K
|
5.41K
$638K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
2.06KNew |
$190K - $202K
|
2.06K
$243K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.63KNew |
$150K - $159K
|
1.63K
$192K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.47K+ 15.34% |
$135K - $143K
|
11K
$1.3M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.23K+ 0.26% |
$113K - $120K
|
472K
$55.6M
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
739+ 11.73% |
$68K - $72.3K
|
7.04K
$829K
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
628+ 1.14% |
$57.8K - $61.4K
|
55.6K
$6.55M
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
439+ 18.31% |
$40.4K - $42.9K
|
2.84K
$334K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
205+ 5.06% |
$18.9K - $20K
|
4.26K
$502K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
165New |
$15.2K - $16.1K
|
165
$19.4K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
113+ 0.71% |
$10.4K - $11K
|
16.1K
$1.9M
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
102+ 0.85% |
$9.38K - $9.97K
|
12.2K
$1.43M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
72+ 110.77% |
$6.62K - $7.04K
|
137
$16.1K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21+ 0.81% |
$1.93K - $2.05K
|
2.61K
$308K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14+ 0.45% |
$1.29K - $1.37K
|
3.13K
$368K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.43% |
$184 - $196
|
463
$54.5K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.92% |
$92 - $97.8
|
110
$13K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4- 0.51% |
$368 - $391
|
784
$92.4K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-10- 0.14% |
$920 - $978
|
6.93K
$816K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-54- 0.6% |
$4.97K - $5.28K
|
8.88K
$1.05M
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-69- 1.04% |
$6.35K - $6.75K
|
6.54K
$771K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-73- 0.6% |
$6.72K - $7.14K
|
12K
$1.41M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-114- 1.78% |
$10.5K - $11.1K
|
6.29K
$741K
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-118- 2.5% |
$10.9K - $11.5K
|
4.6K
$542K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-120- 3.84% |
$11K - $11.7K
|
3K
$354K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-121- 8.19% |
$11.1K - $11.8K
|
1.36K
$160K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-186- 4.12% |
$17.1K - $18.2K
|
4.33K
$510K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-218- 0.95% |
$20.1K - $21.3K
|
22.8K
$2.69M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-225- 3.83% |
$20.7K - $22K
|
5.65K
$666K
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-380- 1.88% |
$35K - $37.2K
|
19.8K
$2.34M
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-380- 1.88% |
$35K - $37.2K
|
19.8K
$2.34M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-443- 0.93% |
$40.8K - $43.3K
|
47.4K
$5.58M
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-443- 0.93% |
$40.8K - $43.3K
|
47.4K
$5.58M
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-450- 16.07% |
$41.4K - $44K
|
2.35K
$277K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-540- 20.6% |
$49.7K - $52.8K
|
2.08K
$245K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-540- 20.6% |
$49.7K - $52.8K
|
2.08K
$245K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-688- 5.81% |
$63.3K - $67.3K
|
11.2K
$1.31M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.81K- 29.75% |
$166K - $177K
|
4.27K
$503K
|