Purchases and Sales Made in Q4 2023 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
41K+ 100.23% |
$3.67M - $4.22M
|
81.8K
$9.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
20.7KNew |
$1.86M - $2.13M
|
20.7K
$2.44M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11.2KNew |
$1M - $1.16M
|
11.2K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3K+ 100.17% |
$928K - $1.07M
|
20.7K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.5K+ 40.31% |
$763K - $877K
|
29.6K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
6.57KNew |
$589K - $677K
|
6.57K
$774K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
4.76K+ 0.93% |
$427K - $491K
|
518K
$61.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.41KNew |
$396K - $455K
|
4.41K
$520K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.16KNew |
$373K - $429K
|
4.16K
$490K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
3.24K+ 23.16% |
$291K - $334K
|
17.2K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.98KNew |
$267K - $307K
|
2.98K
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.46KNew |
$221K - $254K
|
2.46K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.07KNew |
$185K - $213K
|
2.07K
$243K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.86K+ 14.3% |
$167K - $192K
|
14.9K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.81KNew |
$162K - $186K
|
1.81K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.19K+ 25.21% |
$107K - $123K
|
5.91K
$696K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
267+ 2.05% |
$24K - $27.5K
|
13.3K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
264+ 4.67% |
$23.7K - $27.2K
|
5.92K
$697K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
193+ 0.94% |
$17.3K - $19.9K
|
20.8K
$2.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
193+ 0.94% |
$17.3K - $19.9K
|
20.8K
$2.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
57+ 2.07% |
$5.11K - $5.88K
|
2.81K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42+ 1.32% |
$3.77K - $4.33K
|
3.22K
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23+ 0.69% |
$2.06K - $2.37K
|
3.34K
$393K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.91% |
$89.7 - $103
|
111
$13.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-14- 18.18% |
$1.26K - $1.44K
|
63
$7.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29- 11.93% |
$2.6K - $2.99K
|
214
$25.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37- 1.11% |
$3.32K - $3.82K
|
3.3K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-41- 6.4% |
$3.68K - $4.23K
|
600
$70.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-60- 0.57% |
$5.38K - $6.19K
|
10.4K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-63- 5.22% |
$5.65K - $6.5K
|
1.15K
$135K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-69- 2.64% |
$6.19K - $7.12K
|
2.54K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-75- 1.56% |
$6.73K - $7.73K
|
4.74K
$558K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-77- 0.41% |
$6.91K - $7.94K
|
18.5K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-88- 2.8% |
$7.9K - $9.08K
|
3.05K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-90- 0.28% |
$8.07K - $9.28K
|
31.5K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-134- 5.86% |
$12K - $13.8K
|
2.15K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-142- 0.89% |
$12.7K - $14.6K
|
15.8K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-191- 24.36% |
$17.1K - $19.7K
|
593
$69.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-220- 3.18% |
$19.7K - $22.7K
|
6.71K
$790K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-233- 5.01% |
$20.9K - $24K
|
4.42K
$521K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-242- 51.93% |
$21.7K - $25K
|
224
$26.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-311- 11.23% |
$27.9K - $32.1K
|
2.46K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-354- 7.04% |
$31.8K - $36.5K
|
4.68K
$551K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-452- 18.34% |
$40.6K - $46.6K
|
2.01K
$237K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-520- 1.77% |
$46.7K - $53.6K
|
28.9K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-560- 12.66% |
$50.2K - $57.8K
|
3.87K
$455K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-609- 57.13% |
$54.6K - $62.8K
|
457
$53.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-698- 23.24% |
$62.6K - $72K
|
2.31K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.07K- 9.29% |
$96.3K - $111K
|
10.5K
$1.23M
|