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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.27K- 1.99% |
$114K - $131K
|
62.7K
$7.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.38K- 12.05% |
$124K - $143K
|
10.1K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.56K- 2.09% |
$140K - $160K
|
72.7K
$8.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 92.3% |
$231K - $266K
|
215
$25.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.83K- 0.85% |
$253K - $291K
|
330K
$38.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.92K- 32.1% |
$262K - $301K
|
6.18K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.32K- 72.39% |
$298K - $343K
|
1.27K
$149K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-4.2K- 19.09% |
$377K - $433K
|
17.8K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.4K- 7.69% |
$394K - $453K
|
52.8K
$6.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.51K- 2.05% |
$404K - $465K
|
215K
$25.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-5.05K- 81.83% |
$453K - $521K
|
1.12K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.42K- 1.82% |
$576K - $662K
|
346K
$40.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.5K- 1.38% |
$583K - $670K
|
466K
$54.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.3K- 74.22% |
$1.01M - $1.17M
|
3.93K
$463K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.1K- 5.81% |
$1.08M - $1.25M
|
196K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.9K- 45.38% |
$1.69M - $1.95M
|
22.7K
$2.67M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-44.4K- 7.73% |
$3.98M - $4.58M
|
529K
$62.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-45K- 82.84% |
$4.03M - $4.64M
|
9.31K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-105K- 56.13% |
$9.39M - $10.8M
|
81.8K
$9.64M
|