Purchases and Sales Made in Q1 2023 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
55.5KNew |
$5.06M - $5.6M
|
55.5K
$6.56M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4K+ 184.27% |
$1.68M - $1.86M
|
28.4K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$1.08M - $1.19M
|
11.8K
$1.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.4K+ 22.5% |
$1.04M - $1.15M
|
61.9K
$7.32M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.74K+ 6.01% |
$888K - $983K
|
172K
$20.3M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.88KNew |
$536K - $593K
|
5.88K
$695K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.71K+ 2.97% |
$520K - $576K
|
198K
$23.4M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.29K+ 12.28% |
$482K - $534K
|
48.4K
$5.72M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.47KNew |
$407K - $451K
|
4.47K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.18KNew |
$381K - $422K
|
4.18K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.06K+ 7.04% |
$370K - $409K
|
61.7K
$7.29M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.01K+ 2.76% |
$366K - $405K
|
149K
$17.7M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.06KNew |
$279K - $309K
|
3.06K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.4KNew |
$219K - $242K
|
2.4K
$284K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.08K+ 61.54% |
$190K - $210K
|
5.47K
$646K
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
BUY
|
- |
1.9K+ 0.37% |
$173K - $192K
|
513K
$60.7M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.7K+ 23.58% |
$155K - $172K
|
8.93K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.69K+ 0.36% |
$154K - $170K
|
471K
$55.7M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
453+ 0.96% |
$41.3K - $45.7K
|
47.8K
$5.66M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
453+ 0.96% |
$41.3K - $45.7K
|
47.8K
$5.66M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
431+ 2.77% |
$39.3K - $43.5K
|
16K
$1.89M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
329+ 0.6% |
$30K - $33.2K
|
55K
$6.5M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
324+ 7.37% |
$29.5K - $32.7K
|
4.72K
$558K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
217+ 26.3% |
$19.8K - $21.9K
|
1.04K
$123K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
214+ 1.07% |
$19.5K - $21.6K
|
20.2K
$2.39M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
214+ 1.07% |
$19.5K - $21.6K
|
20.2K
$2.39M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
108New |
$9.84K - $10.9K
|
108
$12.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
89+ 0.74% |
$8.11K - $8.98K
|
12.1K
$1.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
86+ 0.11% |
$7.84K - $8.68K
|
76K
$8.98M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
65New |
$5.92K - $6.56K
|
65
$7.68K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49New |
$4.47K - $4.95K
|
49
$5.79K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
7+ 0.11% |
$638 - $706
|
6.61K
$782K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.44% |
$182 - $202
|
461
$54.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-29- 0.88% |
$2.64K - $2.93K
|
3.25K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-55- 15.54% |
$5.01K - $5.55K
|
299
$35.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-56- 3.65% |
$5.1K - $5.65K
|
1.48K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-65- 7.62% |
$5.92K - $6.56K
|
788
$93.2K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-70- 3.03% |
$6.38K - $7.06K
|
2.24K
$265K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-80- 0.35% |
$7.29K - $8.07K
|
23K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-91- 2.84% |
$8.29K - $9.18K
|
3.11K
$368K
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-152- 2.36% |
$13.9K - $15.3K
|
6.3K
$745K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-154- 3.3% |
$14K - $15.5K
|
4.51K
$533K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-181- 6.46% |
$16.5K - $18.3K
|
2.62K
$310K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-181- 6.46% |
$16.5K - $18.3K
|
2.62K
$310K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-196- 3.12% |
$17.9K - $19.8K
|
6.08K
$719K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-285- 0.83% |
$26K - $28.8K
|
33.9K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-310- 4.62% |
$28.3K - $31.3K
|
6.4K
$757K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-338- 9.77% |
$30.8K - $34.1K
|
3.12K
$369K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-413- 12.85% |
$37.6K - $41.7K
|
2.8K
$331K
|