Purchases and Sales Made in Q4 2021 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28.7K+ 21.51% |
$2.78M - $3.04M
|
162K
$19.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.4K+ 116.52% |
$2.66M - $2.91M
|
50.9K
$6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.4KNew |
$2.17M - $2.38M
|
22.4K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22K+ 518.22% |
$2.13M - $2.33M
|
26.3K
$3.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.7K+ 14.65% |
$1.81M - $1.98M
|
146K
$17.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
16.2K+ 17.32% |
$1.57M - $1.71M
|
109K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.1K+ 1036.59% |
$1.56M - $1.71M
|
17.7K
$2.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8K+ 195.43% |
$1.05M - $1.15M
|
16.4K
$1.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.74K+ 4.4% |
$653K - $714K
|
160K
$18.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
6.4KNew |
$620K - $678K
|
6.4K
$753K
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
6.25KNew |
$605K - $663K
|
6.25K
$736K
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5.7KNew |
$553K - $605K
|
5.7K
$672K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.85K+ 0.24% |
$373K - $408K
|
1.58M
$186M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.86KNew |
$277K - $304K
|
2.86K
$337K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.56KNew |
$248K - $272K
|
2.56K
$302K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
2.32K+ 4.61% |
$224K - $246K
|
52.6K
$6.19M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2.21KNew |
$214K - $234K
|
2.21K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.04KNew |
$198K - $217K
|
2.04K
$241K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.97KNew |
$191K - $209K
|
1.97K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 2.29% |
$140K - $153K
|
64.4K
$7.58M
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
877+ 1.72% |
$85K - $93K
|
51.8K
$6.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
777+ 6.1% |
$75.3K - $82.4K
|
13.5K
$1.59M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
355New |
$34.4K - $37.6K
|
355
$41.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
322+ 15.22% |
$31.2K - $34.1K
|
2.44K
$287K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
191+ 66.32% |
$18.5K - $20.3K
|
479
$56.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
189+ 6.34% |
$18.3K - $20K
|
3.17K
$373K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
114+ 0.84% |
$11K - $12.1K
|
13.7K
$1.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
68+ 2.48% |
$6.59K - $7.21K
|
2.82K
$332K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
66New |
$6.39K - $7K
|
66
$7.77K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
34+ 1.15% |
$3.29K - $3.61K
|
2.98K
$351K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$291 - $318
|
23.2K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.79% |
$96.9 - $106
|
127
$15K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10Closed |
$969 - $1.06K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18Closed |
$1.74K - $1.91K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-35- 0.89% |
$3.39K - $3.71K
|
3.9K
$460K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-49- 1.65% |
$4.75K - $5.2K
|
2.91K
$343K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-134- 4.05% |
$13K - $14.2K
|
3.18K
$374K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-150- 2.12% |
$14.5K - $15.9K
|
6.92K
$815K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-305Closed |
$29.6K - $32.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-331- 8.46% |
$32.1K - $35.1K
|
3.58K
$422K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-376- 0.9% |
$36.4K - $39.9K
|
41.3K
$4.87M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-400Closed |
$38.8K - $42.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-430Closed |
$41.7K - $45.6K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-449- 1.82% |
$43.5K - $47.6K
|
24.2K
$2.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-521- 10.92% |
$50.5K - $55.2K
|
4.25K
$501K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-611- 0.75% |
$59.2K - $64.8K
|
81.2K
$9.57M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-619- 13.13% |
$60K - $65.6K
|
4.09K
$482K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-936- 0.28% |
$90.7K - $99.3K
|
331K
$39M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-939- 12.38% |
$91K - $99.6K
|
6.65K
$783K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-974- 51.59% |
$94.4K - $103K
|
914
$108K
|