Purchases and Sales Made in Q2 2022 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
129KNew |
$11.5M - $13.8M
|
129K
$15.3M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.4K+ 29.93% |
$8.76M - $10.5M
|
427K
$50.7M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.4K+ 123.6% |
$1.99M - $2.39M
|
40.5K
$4.8M
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.58K+ 3.31% |
$497K - $597K
|
174K
$20.7M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.25K+ 14.36% |
$378K - $454K
|
33.8K
$4.01M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.97K+ 15.63% |
$354K - $424K
|
29.4K
$3.48M
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
3.75K+ 0.71% |
$334K - $401K
|
532K
$63.1M
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
2.8K+ 21.83% |
$250K - $300K
|
15.7K
$1.86M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.74K+ 21.11% |
$244K - $293K
|
15.7K
$1.86M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.3KNew |
$205K - $246K
|
2.3K
$273K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.26K+ 1.43% |
$201K - $241K
|
160K
$19M
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.85K+ 2.59% |
$165K - $197K
|
73.1K
$8.66M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06K+ 0.49% |
$94.5K - $113K
|
219K
$26M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06K+ 0.49% |
$94.5K - $113K
|
219K
$26M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.02K+ 5.06% |
$90.4K - $109K
|
21.1K
$2.5M
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.01K+ 1.86% |
$89.6K - $107K
|
55.2K
$6.54M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
506+ 0.15% |
$45K - $54.1K
|
338K
$40.1M
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
422+ 2.89% |
$37.6K - $45.1K
|
15K
$1.78M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
373New |
$33.2K - $39.8K
|
373
$44.2K
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
285+ 5.03% |
$25.4K - $30.4K
|
5.95K
$705K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
258+ 7.74% |
$23K - $27.6K
|
3.59K
$426K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
162+ 18.24% |
$14.4K - $17.3K
|
1.05K
$124K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
144+ 0.75% |
$12.8K - $15.4K
|
19.3K
$2.28M
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
108New |
$9.61K - $11.5K
|
108
$12.8K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
71+ 2.77% |
$6.32K - $7.58K
|
2.63K
$312K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
61New |
$5.43K - $6.52K
|
61
$7.23K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
36New |
$3.2K - $3.85K
|
36
$4.27K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25+ 0.74% |
$2.23K - $2.67K
|
3.4K
$403K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23+ 0.72% |
$2.05K - $2.46K
|
3.23K
$383K
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 0.6% |
$267 - $320
|
503
$59.6K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.03% |
$178 - $214
|
6.08K
$721K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.07% |
$178 - $214
|
2.78K
$330K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.07% |
$178 - $214
|
2.78K
$330K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-26- 0.18% |
$2.31K - $2.78K
|
14.1K
$1.67M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33- 7.16% |
$2.94K - $3.53K
|
428
$50.7K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41- 0.73% |
$3.65K - $4.38K
|
5.59K
$662K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-56Closed |
$4.99K - $5.98K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-59- 2.38% |
$5.25K - $6.3K
|
2.42K
$287K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-65- 2.25% |
$5.79K - $6.94K
|
2.83K
$335K
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-65- 1.76% |
$5.79K - $6.94K
|
3.63K
$431K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-159Closed |
$14.2K - $17K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-275- 5.9% |
$24.5K - $29.4K
|
4.39K
$520K
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-343- 4.08% |
$30.5K - $36.6K
|
8.06K
$955K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-360- 29.24% |
$32K - $38.5K
|
871
$103K
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-360- 29.24% |
$32K - $38.5K
|
871
$103K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-400Closed |
$35.6K - $42.7K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-503- 17.81% |
$44.8K - $53.7K
|
2.32K
$275K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-516- 72.07% |
$45.9K - $55.1K
|
200
$23.7K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-547- 11.48% |
$48.7K - $58.4K
|
4.22K
$500K
|