Purchases and Sales Made in Q3 2021 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
233KNew |
$22.1M - $23.7M
|
233K
$27.8M
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
52.6K+ 52.37% |
$4.99M - $5.35M
|
153K
$18.3M
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
48.4K+ 3.16% |
$4.59M - $4.92M
|
1.58M
$188M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.8KNew |
$4.16M - $4.45M
|
43.8K
$5.23M
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.6KNew |
$1.29M - $1.38M
|
13.6K
$1.62M
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
12.7KNew |
$1.21M - $1.3M
|
12.7K
$1.52M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.59K+ 15.81% |
$816K - $873K
|
62.9K
$7.52M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.85K+ 18.16% |
$745K - $798K
|
51.1K
$6.1M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.79K+ 85.31% |
$645K - $690K
|
14.7K
$1.76M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
5.36K+ 1.45% |
$509K - $545K
|
376K
$44.9M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.97K+ 3.22% |
$377K - $404K
|
127K
$15.2M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.94KNew |
$374K - $400K
|
3.94K
$470K
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.33K+ 17.73% |
$221K - $237K
|
15.5K
$1.84M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.89KNew |
$179K - $192K
|
1.89K
$225K
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.23K+ 1.52% |
$117K - $125K
|
81.8K
$9.77M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
936+ 6.06% |
$88.9K - $95.2K
|
16.4K
$1.96M
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
825+ 138.19% |
$78.3K - $83.9K
|
1.42K
$170K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
720+ 86.23% |
$68.4K - $73.2K
|
1.56K
$186K
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
699+ 1.39% |
$66.4K - $71.1K
|
50.9K
$6.07M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
698+ 0.75% |
$66.3K - $71K
|
93.3K
$11.1M
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
602+ 1.21% |
$57.2K - $61.2K
|
50.2K
$6M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
582+ 2.42% |
$55.3K - $59.2K
|
24.6K
$2.94M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
400New |
$38K - $40.7K
|
400
$47.8K
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
363+ 11.27% |
$34.5K - $36.9K
|
3.58K
$428K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
305New |
$29K - $31K
|
305
$36.4K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
267+ 1271.43% |
$25.3K - $27.1K
|
288
$34.4K
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
261+ 10.5% |
$24.8K - $26.5K
|
2.75K
$328K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
236+ 6.42% |
$22.4K - $24K
|
3.91K
$467K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
180New |
$17.1K - $18.3K
|
180
$21.5K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
131New |
$12.4K - $13.3K
|
131
$15.6K
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
117+ 2.55% |
$11.1K - $11.9K
|
4.71K
$563K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39+ 1.18% |
$3.7K - $3.97K
|
3.34K
$399K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
23+ 1.9% |
$2.18K - $2.34K
|
1.23K
$147K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
23+ 1.9% |
$2.18K - $2.34K
|
1.23K
$147K
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
5+ 0.14% |
$475 - $508
|
3.55K
$424K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-25- 0.84% |
$2.37K - $2.54K
|
2.96K
$354K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-30- 0.42% |
$2.85K - $3.05K
|
7.07K
$844K
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-34- 0.95% |
$3.23K - $3.46K
|
3.55K
$424K
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-45- 0.01% |
$4.27K - $4.58K
|
530K
$63.3M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-56- 0.92% |
$5.32K - $5.69K
|
6.05K
$723K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63- 0.27% |
$5.98K - $6.41K
|
23.2K
$2.77M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-153- 1.13% |
$14.5K - $15.6K
|
13.4K
$1.6M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-203- 5.78% |
$19.3K - $20.6K
|
3.31K
$395K
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-260- 1.58% |
$24.7K - $26.4K
|
16.2K
$1.93M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-316Closed |
$30K - $32.1K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-506- 5.5% |
$48K - $51.4K
|
8.69K
$1.04M
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-554- 0.78% |
$52.6K - $56.3K
|
70.1K
$8.37M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-562Closed |
$53.4K - $57.1K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-610- 4.98% |
$57.9K - $62K
|
11.6K
$1.39M
|