Purchases and Sales Made in Q3 2024 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q3 2024. The information is specifically focused on institutions that hold shares of JPMORGAN TR. DIVERSIFIED RETUR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-89- 0.1% |
$8.39K - $9.35K
|
88.1K
$8.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-123- 0.89% |
$11.6K - $12.9K
|
13.7K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-199- 2.77% |
$18.8K - $20.9K
|
7K
$711K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-202- 2.52% |
$19.1K - $21.2K
|
7.83K
$796K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-212- 2.09% |
$20K - $22.3K
|
9.94K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-290- 8.91% |
$27.4K - $30.5K
|
2.97K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-603- 2.64% |
$56.9K - $63.3K
|
22.3K
$2.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-650- 12.46% |
$61.3K - $68.3K
|
4.57K
$464K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-674- 41.86% |
$63.6K - $70.8K
|
936
$95.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-947- 50.21% |
$89.3K - $99.5K
|
939
$95.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 27.44% |
$101K - $113K
|
2.84K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.17K- 1.57% |
$111K - $123K
|
73.4K
$7.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.87K- 11.7% |
$177K - $197K
|
14.1K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.43K- 1.65% |
$229K - $255K
|
145K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 41.85% |
$231K - $257K
|
3.4K
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.64K- 21.58% |
$249K - $277K
|
9.58K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.04K- 1.72% |
$475K - $530K
|
288K
$29.3M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.06K- 11.31% |
$572K - $637K
|
47.5K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.43K- 54.73% |
$890K - $991K
|
7.8K
$793K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-222K- 94.89% |
$20.9M - $23.3M
|
11.9K
$1.21M
|