Purchases and Sales Made in Q4 2021 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q4 2021. 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 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.06K- 29.88% |
$103K - $112K
|
2.49K
$295K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.2K- 19.82% |
$116K - $127K
|
4.85K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.22K- 21.16% |
$118K - $129K
|
4.53K
$538K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.42KClosed |
$138K - $151K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.63K- 10.05% |
$158K - $173K
|
14.6K
$1.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.21K- 18.97% |
$214K - $234K
|
9.43K
$1.12M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-3.55KClosed |
$344K - $376K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-4.26K- 0.8% |
$413K - $452K
|
526K
$62.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.88K- 6.97% |
$473K - $518K
|
65.2K
$7.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.96K- 47.2% |
$675K - $738K
|
7.79K
$923K
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-9.22K- 10.04% |
$894K - $978K
|
82.7K
$9.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-15.7K- 84.0% |
$1.52M - $1.66M
|
2.99K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-16K- 4.27% |
$1.55M - $1.7M
|
360K
$42.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.4KClosed |
$1.59M - $1.74M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.1K- 8.19% |
$1.85M - $2.02M
|
214K
$25.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32.7K- 64.02% |
$3.17M - $3.47M
|
18.4K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-43.8KClosed |
$4.24M - $4.64M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-84.2K- 11.46% |
$8.16M - $8.93M
|
650K
$77.1M
|