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 07, 2020
Q1 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-264- 32.59% |
$9.96K - $15.3K
|
546
$30K
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-285Closed |
$10.7K - $16.5K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-392- 39.08% |
$14.8K - $22.6K
|
611
$33.6K
|
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
SELL
|
- |
-403Closed |
$15.2K - $23.3K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-468Closed |
$17.6K - $27K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-583- 1.5% |
$22K - $33.7K
|
38.4K
$2.11M
|
|
May 12, 2020
Q1 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-593Closed |
$22.4K - $34.3K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-616- 9.94% |
$23.2K - $35.6K
|
5.58K
$307K
|
|
May 13, 2020
Q1 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-646- 9.11% |
$24.4K - $37.3K
|
6.44K
$354K
|
|
Apr 24, 2020
Q1 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-700Closed |
$26.4K - $40.4K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.14KClosed |
$43K - $65.9K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.44K- 20.91% |
$54.1K - $82.9K
|
5.43K
$299K
|
|
May 18, 2020
Q1 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5K- 1.73% |
$56.7K - $86.9K
|
85.3K
$4.69M
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.75K- 3.68% |
$66K - $101K
|
45.8K
$2.52M
|
|
May 04, 2020
Q1 2020
|
Appleton Partners Inc
|
SELL
|
- |
-1.8K- 7.67% |
$67.7K - $104K
|
21.6K
$1.19M
|
|
Jul 01, 2020
Q1 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.3K- 18.18% |
$86.7K - $133K
|
10.4K
$569K
|
|
Apr 07, 2020
Q1 2020
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.35KClosed |
$88.5K - $136K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.46K- 2.9% |
$92.8K - $142K
|
82.2K
$4.52M
|
|
Apr 23, 2020
Q1 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.56K- 28.77% |
$96.5K - $148K
|
6.34K
$349K
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.9K- 66.98% |
$109K - $167K
|
1.43K
$78.5K
|
|
Apr 09, 2020
Q1 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.95K- 81.44% |
$111K - $170K
|
672
$37K
|
|
Apr 28, 2020
Q1 2020
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3K- 2.64% |
$113K - $173K
|
110K
$6.08M
|
|
May 08, 2020
Q1 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.82KClosed |
$144K - $221K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.97KClosed |
$150K - $229K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.02KClosed |
$152K - $232K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.13KClosed |
$156K - $239K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Heron Financial Group, LLC
|
SELL
|
- |
-4.17KClosed |
$157K - $241K
|
0
$0
|
|
May 20, 2020
Q1 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.22K- 14.14% |
$159K - $244K
|
25.6K
$1.41M
|
|
Apr 03, 2020
Q1 2020
|
Ims Capital Management
|
SELL
|
- |
-4.27KClosed |
$161K - $247K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4.3K- 21.59% |
$162K - $248K
|
15.6K
$859K
|
|
May 14, 2020
Q1 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.48K- 1.12% |
$169K - $259K
|
396K
$21.8M
|
|
Apr 03, 2020
Q1 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-4.58K- 31.42% |
$173K - $265K
|
10K
$550K
|
|
May 12, 2020
Q1 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.64K- 20.66% |
$175K - $268K
|
17.8K
$980K
|
|
May 15, 2020
Q1 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.68KClosed |
$177K - $270K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.73KClosed |
$178K - $273K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.8K- 4.98% |
$181K - $277K
|
91.5K
$5.03M
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.27K- 6.18% |
$199K - $305K
|
80K
$4.4M
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.33KClosed |
$201K - $308K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.09K- 19.49% |
$230K - $352K
|
25.2K
$1.38M
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.17KClosed |
$233K - $356K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cooper Financial Group
|
SELL
|
- |
-6.33K- 49.17% |
$239K - $366K
|
6.54K
$360K
|
|
Apr 28, 2020
Q1 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.75K- 9.49% |
$255K - $390K
|
64.4K
$3.54M
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.92KClosed |
$261K - $400K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.4K- 61.19% |
$279K - $427K
|
4.69K
$258K
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.43K- 52.12% |
$318K - $487K
|
7.75K
$426K
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.96KClosed |
$338K - $518K
|
0
$0
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 20.81% |
$446K - $683K
|
45K
$2.47M
|
|
May 13, 2020
Q1 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.8K- 12.86% |
$596K - $913K
|
107K
$5.89M
|
|
Apr 16, 2020
Q1 2020
|
First National Corp
|
SELL
|
- |
-15.9KClosed |
$600K - $919K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-17.1KClosed |
$644K - $987K
|
0
$0
|