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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-806- 3.87% |
$69.6K - $80.3K
|
20K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-913- 20.87% |
$78.8K - $90.9K
|
3.46K
$397K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.13K- 3.2% |
$97.7K - $113K
|
34.2K
$3.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.18K- 76.85% |
$101K - $117K
|
354
$40.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.85K- 22.96% |
$160K - $184K
|
6.21K
$712K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.33K- 1.42% |
$201K - $232K
|
162K
$18.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.36K- 16.1% |
$204K - $235K
|
12.3K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.58K- 54.18% |
$223K - $257K
|
2.18K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.82K- 3.85% |
$503K - $580K
|
145K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19K- 59.54% |
$1.64M - $1.89M
|
12.9K
$1.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-20.3K- 3.81% |
$1.75M - $2.02M
|
511K
$58.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.6K- 13.63% |
$2.65M - $3.05M
|
194K
$22.3M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-80.3K- 57.77% |
$6.93M - $7.99M
|
58.7K
$6.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-92.9K- 18.49% |
$8.02M - $9.26M
|
410K
$47M
|