Purchases and Sales Made in Q1 2021 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q1 2021. 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 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
120K+ 968.48% |
$6.97M - $7.38M
|
132K
$7.16M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.5K+ 18.44% |
$4.05M - $4.29M
|
446K
$24.2M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.6K+ 1291.29% |
$3.88M - $4.11M
|
71.7K
$3.89M
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
30.9K+ 253.5% |
$1.8M - $1.9M
|
43K
$2.33M
|
|
|
Apr 02, 2021
Q1 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
16.7K+ 7.8% |
$971K - $1.03M
|
230K
$12.5M
|
|
|
Apr 16, 2021
Q1 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
9.43K+ 4.94% |
$549K - $582K
|
200K
$10.9M
|
|
|
May 05, 2021
Q1 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
8.08K+ 7.42% |
$471K - $499K
|
117K
$6.34M
|
|
|
May 12, 2021
Q1 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
7.81K+ 13.99% |
$455K - $482K
|
63.6K
$3.45M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
6.89KNew |
$401K - $425K
|
6.89K
$373K
|
|
|
May 12, 2021
Q1 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.85KNew |
$399K - $423K
|
6.85K
$372K
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.1K+ 446.63% |
$297K - $314K
|
6.24K
$338K
|
|
|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.09K+ 1538.37% |
$297K - $314K
|
5.42K
$294K
|
|
|
May 14, 2021
Q1 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.47K+ 16.44% |
$261K - $276K
|
31.7K
$1.72M
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.3KNew |
$251K - $265K
|
4.3K
$233K
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.74K+ 83.14% |
$218K - $231K
|
8.24K
$446K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.74K+ 36.35% |
$218K - $231K
|
14K
$760K
|
|
|
Apr 14, 2021
Q1 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.33K+ 1.69% |
$194K - $205K
|
200K
$10.8M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.63K+ 9.49% |
$153K - $162K
|
30.3K
$1.65M
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.18KNew |
$127K - $134K
|
2.18K
$118K
|
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2K+ 3.37% |
$117K - $124K
|
61.3K
$3.32M
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.66K+ 1.68% |
$96.5K - $102K
|
100K
$5.42M
|
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.59K+ 18.15% |
$92.6K - $98.1K
|
10.3K
$561K
|
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.49KNew |
$86.5K - $91.6K
|
1.49K
$80.5K
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.35K+ 3.2% |
$78.8K - $83.5K
|
43.6K
$2.36M
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
856+ 3.35% |
$49.9K - $52.8K
|
26.4K
$1.43M
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
499New |
$29.1K - $30.8K
|
499
$27.1K
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
472+ 0.28% |
$27.5K - $29.1K
|
167K
$9.03M
|
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
401+ 1.06% |
$23.4K - $24.7K
|
38.3K
$2.08M
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
349New |
$20.3K - $21.5K
|
349
$18.9K
|
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
331+ 12.97% |
$19.3K - $20.4K
|
2.88K
$156K
|
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
331+ 12.97% |
$19.3K - $20.4K
|
2.88K
$156K
|
|
|
Apr 15, 2021
Q1 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
272+ 1.49% |
$15.8K - $16.8K
|
18.5K
$1.01M
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
263+ 2.99% |
$15.3K - $16.2K
|
9.05K
$491K
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
196+ 2.95% |
$11.4K - $12.1K
|
6.84K
$371K
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
175New |
$10.2K - $10.8K
|
175
$9.49K
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
102+ 0.67% |
$5.94K - $6.29K
|
15.3K
$831K
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52+ 3.05% |
$3.03K - $3.21K
|
1.76K
$95.4K
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 7.52% |
$2.91K - $3.09K
|
715
$38.8K
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
50New |
$2.91K - $3.09K
|
50
$2.71K
|
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 0.18% |
$699 - $740
|
6.67K
$362K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.25% |
$233 - $247
|
1.58K
$85.4K
|
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.24% |
$175 - $185
|
1.25K
$67.8K
|
|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 0.02% |
$175 - $185
|
12.5K
$679K
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.2% |
$117 - $123
|
980
$53.1K
|
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.29% |
$117 - $123
|
684
$37.1K
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.02% |
$58.3 - $61.7
|
5.07K
$275K
|
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.27% |
$58.3 - $61.7
|
366
$19.8K
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1- 0.01% |
$58.3 - $61.7
|
14.3K
$774K
|