Purchases and Sales Made in Q4 2017 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q4 2017. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2018
Q4 2017
|
Ubs Group Ag
|
BUY
|
- |
127K+ 21.74% |
N/A
|
710K
$84.2M
|
|
|
Mar 08, 2018
Q4 2017
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
90.2KNew |
N/A
|
90.2K
$10.7M
|
|
|
Feb 13, 2018
Q4 2017
|
Lincoln National Corp
|
BUY
|
- |
69.2K+ 195.82% |
N/A
|
104K
$12.4M
|
|
|
Feb 14, 2018
Q4 2017
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
56.8K+ 42.59% |
N/A
|
190K
$22.5M
|
|
|
Feb 14, 2018
Q4 2017
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
49.4KNew |
N/A
|
49.4K
$5.86M
|
|
|
Feb 02, 2018
Q4 2017
|
Planning Alternatives LTD
|
BUY
|
- |
27.6K+ 827.46% |
N/A
|
30.9K
$3.66M
|
|
|
Feb 02, 2018
Q4 2017
|
Global Trust Asset Management, LLC
|
BUY
|
- |
21.1KNew |
N/A
|
21.1K
$2.5M
|
|
|
Feb 22, 2018
Q4 2017
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
21KNew |
N/A
|
21K
$2.49M
|
|
|
Jan 25, 2018
Q4 2017
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
16.9K+ 42.61% |
N/A
|
56.7K
$6.72M
|
|
|
Feb 15, 2018
Q4 2017
|
Sws Partners
|
BUY
|
- |
16.7KNew |
N/A
|
16.7K
$1.98M
|
|
|
Feb 08, 2018
Q4 2017
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
16.3K+ 11.4% |
N/A
|
159K
$18.9M
|
|
|
Feb 12, 2018
Q4 2017
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.5KNew |
N/A
|
15.5K
$1.84M
|
|
|
Feb 09, 2018
Q4 2017
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.3KNew |
N/A
|
12.3K
$1.46M
|
|
|
Feb 07, 2018
Q4 2017
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
12.1K+ 24.16% |
N/A
|
62.3K
$7.39M
|
|
|
Feb 15, 2018
Q4 2017
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.2K+ 51.85% |
N/A
|
29.9K
$3.55M
|
|
|
Jan 29, 2018
Q4 2017
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
9.54K+ 1.96% |
N/A
|
496K
$58.8M
|
|
|
Feb 14, 2018
Q4 2017
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.52K+ 68.64% |
N/A
|
23.4K
$2.77M
|
|
|
Feb 12, 2018
Q4 2017
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.24KNew |
N/A
|
9.24K
$1.1M
|
|
|
Feb 08, 2018
Q4 2017
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.52K+ 43.3% |
N/A
|
28.2K
$3.34M
|
|
|
Jan 24, 2018
Q4 2017
|
Ifp Advisors, Inc
|
BUY
|
- |
6.46K+ 28.98% |
N/A
|
28.7K
$3.41M
|
|
|
Jan 31, 2018
Q4 2017
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.6KNew |
N/A
|
5.6K
$664K
|
|
|
Feb 15, 2018
Q4 2017
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.75KNew |
N/A
|
3.75K
$444K
|
|
|
Feb 15, 2018
Q4 2017
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$367K
|
|
|
Feb 14, 2018
Q4 2017
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.99KNew |
N/A
|
2.99K
$354K
|
|
|
Feb 09, 2018
Q4 2017
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.82K+ 48.3% |
N/A
|
8.67K
$1.03M
|
|
|
Feb 12, 2018
Q4 2017
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.12K+ 80.0% |
N/A
|
4.77K
$566K
|
|
|
Feb 14, 2018
Q4 2017
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.09K+ 7.05% |
N/A
|
31.7K
$3.76M
|
|
|
Jan 22, 2018
Q4 2017
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.47K+ 39.72% |
N/A
|
5.15K
$611K
|
|
|
Feb 22, 2018
Q4 2017
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.22K+ 10.46% |
N/A
|
12.9K
$1.53M
|
|
|
Feb 12, 2018
Q4 2017
|
Wolf Group Capital Advisors
|
BUY
|
- |
309+ 6.81% |
N/A
|
4.85K
$575K
|
|
|
Jan 12, 2018
Q4 2017
|
Appleton Partners Inc
|
BUY
|
- |
115+ 2.46% |
N/A
|
4.79K
$568K
|
|
|
Sep 07, 2021
Q4 2017
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100New |
N/A
|
100
$11.9K
|
|
|
Feb 09, 2018
Q4 2017
|
Trustcore Financial Services, LLC
|
BUY
|
- |
87New |
N/A
|
87
$10.3K
|
|
|
Jan 16, 2018
Q4 2017
|
Cwm, LLC
|
BUY
|
- |
58New |
N/A
|
58
$6.88K
|
|
|
Feb 12, 2018
Q4 2017
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7New |
N/A
|
7
$830
|
|
|
Feb 06, 2018
Q4 2017
|
Newfound Research LLC
|
BUY
|
- |
4+ 8.16% |
N/A
|
53
$6.28K
|
|
|
Feb 14, 2018
Q4 2017
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-303- 86.57% |
N/A
|
47
$5.57K
|
|
|
Feb 06, 2018
Q4 2017
|
Community Bank, N.A.
|
SELL
|
- |
-420- 0.33% |
N/A
|
126K
$15M
|
|
|
Feb 09, 2018
Q4 2017
|
Sns Financial Group, LLC
|
SELL
|
- |
-656- 3.8% |
N/A
|
16.6K
$1.97M
|
|
|
Feb 09, 2018
Q4 2017
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-823- 2.69% |
N/A
|
29.8K
$3.53M
|
|
|
Feb 13, 2018
Q4 2017
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-3.59K- 0.54% |
N/A
|
657K
$77.9M
|
|
|
Feb 26, 2018
Q4 2017
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.2K- 41.82% |
N/A
|
5.84K
$692K
|
|
|
Jan 31, 2018
Q4 2017
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5.6KClosed |
N/A
|
0
$0
|
|
|
Feb 02, 2018
Q4 2017
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.74K- 4.14% |
N/A
|
179K
$21.3M
|
|
|
Feb 09, 2018
Q4 2017
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15.7K- 39.33% |
N/A
|
24.2K
$2.87M
|