Purchases and Sales Made in Q3 2022 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q3 2022. 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 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
77.6KNew |
$6.63M - $7.9M
|
77.6K
$9.26M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
64.1K+ 325.35% |
$5.48M - $6.53M
|
83.8K
$10M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62.1K+ 183.56% |
$5.31M - $6.33M
|
96K
$11.5M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62.1K+ 183.56% |
$5.31M - $6.33M
|
96K
$11.5M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.8K+ 128.69% |
$2.12M - $2.52M
|
44K
$5.26M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.1KNew |
$1.04M - $1.24M
|
12.1K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.88K+ 7.66% |
$845K - $1.01M
|
139K
$16.6M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
8.88K+ 2.63% |
$759K - $904K
|
347K
$41.4M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.06K+ 1.89% |
$689K - $821K
|
435K
$52M
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
6.56KNew |
$560K - $667K
|
6.56K
$783K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.81K+ 2.65% |
$497K - $592K
|
225K
$26.9M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.64KNew |
$482K - $574K
|
5.64K
$673K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.58K+ 26.48% |
$477K - $568K
|
26.7K
$3.18M
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.13K+ 2.94% |
$439K - $522K
|
180K
$21.4M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.46K+ 2.79% |
$381K - $454K
|
165K
$19.6M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.87KNew |
$331K - $394K
|
3.87K
$462K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.29K+ 6.61% |
$281K - $335K
|
53K
$6.32M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.18K+ 2.15% |
$272K - $324K
|
151K
$18M
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.68K+ 73.66% |
$229K - $272K
|
6.31K
$753K
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.45K+ 3.35% |
$209K - $249K
|
75.5K
$9.02M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.39KNew |
$204K - $243K
|
2.39K
$285K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.33K+ 664.5% |
$114K - $135K
|
1.53K
$183K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13K+ 40.47% |
$97K - $115K
|
3.94K
$470K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
794+ 14.21% |
$67.9K - $80.9K
|
6.38K
$762K
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
713+ 11.99% |
$61K - $72.6K
|
6.66K
$795K
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
359+ 0.77% |
$30.7K - $36.6K
|
47.3K
$5.64M
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
359+ 0.77% |
$30.7K - $36.6K
|
47.3K
$5.64M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
275+ 12.07% |
$23.5K - $28K
|
2.55K
$305K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
238+ 55.61% |
$20.3K - $24.2K
|
666
$79.5K
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
186+ 1.24% |
$15.9K - $18.9K
|
15.2K
$1.81M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
95+ 2.25% |
$8.12K - $9.67K
|
4.31K
$515K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22+ 0.48% |
$1.88K - $2.24K
|
4.6K
$550K
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
20New |
$1.71K - $2.04K
|
20
$2.39K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14+ 0.5% |
$1.2K - $1.43K
|
2.8K
$334K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14+ 0.5% |
$1.2K - $1.43K
|
2.8K
$334K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10+ 0.95% |
$855 - $1.02K
|
1.06K
$127K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4+ 0.12% |
$342 - $407
|
3.23K
$386K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.04% |
$85.5 - $102
|
2.64K
$315K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.93% |
$85.5 - $102
|
108
$12.9K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15- 0.34% |
$1.28K - $1.53K
|
4.37K
$522K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50- 0.21% |
$4.28K - $5.09K
|
23.3K
$2.78M
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-73- 0.13% |
$6.24K - $7.43K
|
55.1K
$6.58M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-216- 6.02% |
$18.5K - $22K
|
3.38K
$403K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-296- 4.22% |
$25.3K - $30.1K
|
6.71K
$801K
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-398- 0.07% |
$34K - $40.5K
|
532K
$63.5M
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-482- 13.3% |
$41.2K - $49.1K
|
3.14K
$375K
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-518- 4.0% |
$44.3K - $52.7K
|
12.4K
$1.49M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-539- 19.07% |
$46.1K - $54.9K
|
2.29K
$273K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-644- 4.27% |
$55.1K - $65.6K
|
14.4K
$1.72M
|