Purchases and Sales Made in Q4 2022 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q4 2022. The information is specifically focused on institutions that hold shares of J P MORGAN DIVERSIFIED RETURN .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
315KNew |
$11.4M - $13.1M
|
315K
$14.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
306KNew |
$11M - $12.8M
|
306K
$14.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
159K+ 31.82% |
$5.73M - $6.63M
|
657K
$31.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.1K+ 54.05% |
$3.54M - $4.1M
|
280K
$13.2M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
93.1KNew |
$3.36M - $3.89M
|
93.1K
$4.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.4K+ 17.23% |
$2.14M - $2.48M
|
404K
$19.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
47K+ 31.26% |
$1.7M - $1.96M
|
197K
$9.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
31.8KNew |
$1.15M - $1.33M
|
31.8K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
30K+ 3.06% |
$1.08M - $1.25M
|
1.01M
$47.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
25.4K+ 84.17% |
$916K - $1.06M
|
55.5K
$2.63M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.7KNew |
$855K - $990K
|
23.7K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
22.5KNew |
$812K - $940K
|
22.5K
$1.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
16KNew |
$577K - $668K
|
16K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
14.2KNew |
$511K - $592K
|
14.2K
$671K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.9KNew |
$464K - $537K
|
12.9K
$609K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
10.9KNew |
$393K - $455K
|
10.9K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10.4KNew |
$376K - $435K
|
10.4K
$493K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 13.82% |
$368K - $426K
|
83.9K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
9.01KNew |
$325K - $376K
|
9.01K
$427K
|
|
|
Jan 25, 2023
Q4 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
8.83K+ 6.06% |
$319K - $369K
|
155K
$7.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.73KNew |
$279K - $323K
|
7.73K
$366K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
7.1K+ 93.02% |
$256K - $297K
|
14.7K
$697K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.27KNew |
$226K - $262K
|
6.27K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.14K+ 1.29% |
$222K - $257K
|
484K
$22.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.83K+ 58.29% |
$210K - $244K
|
15.8K
$750K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
5.72KNew |
$206K - $239K
|
5.72K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.2KNew |
$152K - $176K
|
4.2K
$199K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.52K+ 424.37% |
$54.7K - $63.3K
|
1.87K
$88.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.4K+ 115.56% |
$50.7K - $58.7K
|
2.62K
$124K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.32K+ 3.21% |
$47.6K - $55.1K
|
42.5K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.31K+ 20.53% |
$47.1K - $54.6K
|
7.67K
$363K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.29K+ 6.91% |
$46.7K - $54.1K
|
20K
$949K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
958+ 1.73% |
$34.6K - $40K
|
56.2K
$2.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
846+ 6.89% |
$30.5K - $35.4K
|
13.1K
$621K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
538+ 3.79% |
$19.4K - $22.5K
|
14.7K
$699K
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
488+ 7.75% |
$17.6K - $20.4K
|
6.79K
$322K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
240New |
$8.66K - $10K
|
240
$11.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
63+ 0.79% |
$2.27K - $2.63K
|
8K
$379K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
58New |
$2.09K - $2.42K
|
58
$2.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9+ 0.07% |
$325 - $376
|
13.6K
$644K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$36.1 - $41.8
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-76- 0.59% |
$2.74K - $3.18K
|
12.7K
$604K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-81- 0.58% |
$2.92K - $3.39K
|
13.8K
$656K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
SELL
|
- |
-120- 0.15% |
$4.33K - $5.02K
|
78.2K
$3.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-266- 19.22% |
$9.6K - $11.1K
|
1.12K
$53K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-340- 99.13% |
$12.3K - $14.2K
|
3
$142
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-358- 2.73% |
$12.9K - $15K
|
12.7K
$604K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-444- 1.07% |
$16K - $18.6K
|
41.2K
$1.95M
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-1.24K- 1.03% |
$44.8K - $51.8K
|
119K
$5.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.26K- 24.51% |
$45.5K - $52.7K
|
3.88K
$184K
|