Purchases and Sales Made in Q4 2022 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57.6KNew |
$4.97M - $5.74M
|
57.6K
$6.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42K+ 3963.77% |
$3.63M - $4.18M
|
43.1K
$4.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.8K+ 7.77% |
$2.92M - $3.37M
|
469K
$53.8M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24K+ 3.71% |
$2.08M - $2.39M
|
672K
$77.1M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
20KNew |
$1.73M - $1.99M
|
20K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.6K+ 7.0% |
$1.09M - $1.25M
|
192K
$22M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
9.46K+ 66.62% |
$816K - $942K
|
23.6K
$2.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.53K+ 14.83% |
$564K - $650K
|
50.6K
$5.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.87K+ 142.66% |
$507K - $584K
|
9.98K
$1.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.67KNew |
$403K - $465K
|
4.67K
$535K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
4.38K+ 66.83% |
$378K - $436K
|
10.9K
$1.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
3.39KNew |
$292K - $337K
|
3.39K
$388K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.74K+ 0.79% |
$237K - $273K
|
350K
$40.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.31KNew |
$200K - $230K
|
2.31K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.16K+ 8.58% |
$187K - $215K
|
27.4K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.59K+ 28.15% |
$137K - $158K
|
7.23K
$828K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.25K+ 39.88% |
$108K - $125K
|
4.4K
$504K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11K+ 42.16% |
$95.9K - $111K
|
3.75K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.07KNew |
$92K - $106K
|
1.07K
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
871New |
$75.2K - $86.8K
|
871
$99.9K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
825New |
$71.2K - $82.2K
|
825
$94.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
769+ 1.45% |
$66.4K - $76.6K
|
53.7K
$6.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
596New |
$51.5K - $59.4K
|
596
$68.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$43.2K - $49.8K
|
500
$57.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
394+ 2.59% |
$34K - $39.2K
|
15.6K
$1.79M
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
348+ 0.46% |
$30K - $34.7K
|
75.9K
$8.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
294+ 4.66% |
$25.4K - $29.3K
|
6.6K
$757K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
255New |
$22K - $25.4K
|
255
$29.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
187+ 28.08% |
$16.1K - $18.6K
|
853
$97.8K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
113+ 0.24% |
$9.76K - $11.3K
|
47.4K
$5.43M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
113+ 0.24% |
$9.76K - $11.3K
|
47.4K
$5.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
86+ 23.06% |
$7.43K - $8.57K
|
459
$52.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
20+ 0.29% |
$1.73K - $1.99K
|
6.94K
$795K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 0.14% |
$345 - $398
|
2.8K
$321K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 0.14% |
$345 - $398
|
2.8K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3+ 0.04% |
$259 - $299
|
6.71K
$770K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.93% |
$86.4 - $99.6
|
109
$12.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-24- 0.17% |
$2.07K - $2.39K
|
14.4K
$1.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29- 0.9% |
$2.5K - $2.89K
|
3.21K
$368K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-62- 1.35% |
$5.35K - $6.18K
|
4.54K
$521K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-71- 0.58% |
$6.13K - $7.07K
|
12.1K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-93- 2.76% |
$8.03K - $9.26K
|
3.28K
$376K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-103- 1.61% |
$8.89K - $10.3K
|
6.28K
$720K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-185- 0.79% |
$16K - $18.4K
|
23.1K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-205- 3.08% |
$17.7K - $20.4K
|
6.45K
$740K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-432- 0.78% |
$37.3K - $43K
|
54.7K
$6.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-473- 3.8% |
$40.8K - $47.1K
|
12K
$1.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-754- 32.97% |
$65.1K - $75.1K
|
1.53K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-804- 23.68% |
$69.4K - $80.1K
|
2.59K
$297K
|