Purchases and Sales Made in Q1 2020 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q1 2020. The information is specifically focused on institutions that hold shares of JP MORGAN DIVERSIFIED RETURN I.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2020
Q1 2020
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
467K+ 21.75% |
$17.6M - $27M
|
2.61M
$138M
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
BUY
|
- |
377K+ 49.58% |
$14.2M - $21.8M
|
1.14M
$60M
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
343KNew |
$13M - $19.8M
|
343K
$18.1M
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
300KNew |
$11.3M - $17.3M
|
300K
$15.8M
|
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
111K+ 255.87% |
$4.17M - $6.39M
|
154K
$8.12M
|
|
Jun 17, 2024
Q1 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
84KNew |
$3.17M - $4.85M
|
84K
$4.43M
|
|
Apr 10, 2020
Q1 2020
|
Royal Harbor Partners, LLC
|
BUY
|
- |
73.2KNew |
$2.76M - $4.23M
|
73.2K
$3.86M
|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.4K+ 467.73% |
$2.16M - $3.32M
|
69.6K
$3.67M
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46KNew |
$1.74M - $2.66M
|
46K
$2.43M
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
40.4K+ 70.3% |
$1.52M - $2.33M
|
97.8K
$5.16M
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.8K+ 14.91% |
$1.5M - $2.3M
|
307K
$16.2M
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
35.1KNew |
$1.32M - $2.03M
|
35.1K
$1.85M
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.2K+ 1549.41% |
$497K - $761K
|
14K
$740K
|
|
Apr 22, 2020
Q1 2020
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
12K+ 22.62% |
$453K - $694K
|
65.2K
$3.44M
|
|
May 07, 2020
Q1 2020
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.9K+ 9.53% |
$336K - $514K
|
102K
$5.39M
|
|
May 06, 2020
Q1 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.48K+ 200.97% |
$282K - $432K
|
11.2K
$591K
|
|
May 11, 2020
Q1 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.8KNew |
$256K - $393K
|
6.8K
$358K
|
|
May 06, 2020
Q1 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.18KNew |
$233K - $357K
|
6.18K
$326K
|
|
May 15, 2020
Q1 2020
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.46KNew |
$131K - $200K
|
3.46K
$183K
|
|
Apr 17, 2020
Q1 2020
|
Allworth Financial LP
|
BUY
|
- |
2.72K+ 17.7% |
$102K - $157K
|
18.1K
$953K
|
|
May 14, 2020
Q1 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.86K+ 12.63% |
$70K - $107K
|
16.6K
$874K
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.64K+ 37.55% |
$61.9K - $94.9K
|
6.02K
$317K
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
BUY
|
- |
1.54K+ 2.58% |
$58.1K - $89K
|
61.1K
$3.23M
|
|
May 04, 2020
Q1 2020
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.47K+ 1.22% |
$55.5K - $85.1K
|
122K
$6.46M
|
|
Apr 21, 2020
Q1 2020
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.46K+ 10.57% |
$55.1K - $84.4K
|
15.3K
$806K
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.11K+ 9.74% |
$41.9K - $64.2K
|
12.5K
$660K
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
980+ 9.19% |
$37K - $56.6K
|
11.6K
$614K
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
884New |
$33.3K - $51.1K
|
884
$46.6K
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
704+ 21.52% |
$26.5K - $40.7K
|
3.98K
$210K
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
541+ 6.84% |
$20.4K - $31.3K
|
8.45K
$446K
|
|
Apr 17, 2020
Q1 2020
|
Old Port Advisors
|
BUY
|
- |
531+ 3.0% |
$20K - $30.7K
|
18.2K
$960K
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
BUY
|
- |
370New |
$14K - $21.4K
|
370
$19.5K
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
318+ 1.42% |
$12K - $18.4K
|
22.7K
$1.2M
|
|
Apr 27, 2020
Q1 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
242+ 1.1% |
$9.13K - $14K
|
22.2K
$1.17M
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
231New |
$8.71K - $13.3K
|
231
$12.2K
|
|
Apr 28, 2020
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
204+ 76.4% |
$7.69K - $11.8K
|
471
$24.8K
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
164New |
$6.18K - $9.48K
|
164
$8.65K
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
96New |
$3.62K - $5.55K
|
96
$5.06K
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
93New |
$3.51K - $5.37K
|
93
$4.91K
|
|
Apr 28, 2020
Q1 2020
|
Sym Financial Corp
|
BUY
|
- |
90+ 3.73% |
$3.39K - $5.2K
|
2.5K
$132K
|
|
Apr 30, 2020
Q1 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25+ 0.28% |
$943 - $1.44K
|
9.01K
$475K
|
|
Apr 27, 2020
Q1 2020
|
Newfound Research LLC
|
BUY
|
- |
1+ 1.43% |
$37.7 - $57.8
|
71
$3.75K
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-99Closed |
$3.73K - $5.72K
|
0
$0
|
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-103Closed |
$3.88K - $5.95K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-144- 6.62% |
$5.43K - $8.32K
|
2.03K
$107K
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-175Closed |
$6.6K - $10.1K
|
0
$0
|
|
Sep 15, 2021
Q1 2020
|
Cwm, LLC
|
SELL
|
- |
-204- 43.31% |
$7.69K - $11.8K
|
267
$14.1K
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-228Closed |
$8.6K - $13.2K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-248- 8.33% |
$9.35K - $14.3K
|
2.73K
$144K
|