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 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13- 16.46% |
$757 - $802
|
66
$3.58K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-20Closed |
$1.17K - $1.23K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31Closed |
$1.81K - $1.91K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-41Closed |
$2.39K - $2.53K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-46Closed |
$2.68K - $2.84K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-50- 4.41% |
$2.91K - $3.09K
|
1.08K
$58.7K
|
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-55- 32.35% |
$3.2K - $3.39K
|
115
$6.23K
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-84Closed |
$4.89K - $5.18K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-84- 0.46% |
$4.89K - $5.18K
|
18.3K
$994K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-104Closed |
$6.06K - $6.42K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-107Closed |
$6.23K - $6.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-116- 0.3% |
$6.76K - $7.16K
|
38.1K
$2.06M
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-145- 54.51% |
$8.45K - $8.95K
|
121
$6.56K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-159- 7.33% |
$9.26K - $9.81K
|
2.01K
$109K
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-176- 1.59% |
$10.3K - $10.9K
|
10.9K
$589K
|
|
|
May 13, 2021
Q1 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-300- 5.0% |
$17.5K - $18.5K
|
5.7K
$309K
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-349- 54.28% |
$20.3K - $21.5K
|
294
$15.9K
|
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
SELL
|
- |
-350- 5.59% |
$20.4K - $21.6K
|
5.91K
$320K
|
|
|
Sep 10, 2024
Q1 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-383- 9.63% |
$22.3K - $23.6K
|
3.59K
$195K
|
|
|
Apr 08, 2021
Q1 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-537- 11.43% |
$31.3K - $33.1K
|
4.16K
$226K
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-873- 15.68% |
$50.9K - $53.9K
|
4.7K
$255K
|
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-897- 7.06% |
$52.3K - $55.3K
|
11.8K
$640K
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.37K- 18.07% |
$79.8K - $84.5K
|
6.21K
$337K
|
|
|
Apr 08, 2021
Q1 2021
|
Old Port Advisors
|
SELL
|
- |
-1.44K- 9.28% |
$83.9K - $88.8K
|
14.1K
$763K
|
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.65K- 3.59% |
$95.9K - $102K
|
44.2K
$2.4M
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.82KClosed |
$106K - $112K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.16K- 8.13% |
$126K - $133K
|
24.4K
$1.32M
|
|
|
May 05, 2021
Q1 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.21K- 8.85% |
$128K - $136K
|
22.7K
$1.23M
|
|
|
Apr 12, 2021
Q1 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.76K- 4.54% |
$161K - $170K
|
58.1K
$3.15M
|
|
|
Apr 19, 2021
Q1 2021
|
Appleton Partners Inc
|
SELL
|
- |
-2.94K- 18.42% |
$171K - $181K
|
13K
$706K
|
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.39K- 9.52% |
$198K - $209K
|
32.3K
$1.75M
|
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.97K- 94.74% |
$348K - $368K
|
331
$17.9K
|
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.06KClosed |
$353K - $374K
|
0
$0
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.09K- 27.56% |
$355K - $375K
|
16K
$867K
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.38K- 18.61% |
$371K - $393K
|
27.9K
$1.51M
|
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.84KClosed |
$457K - $484K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.4K- 46.27% |
$603K - $639K
|
12K
$652K
|
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.8K- 49.4% |
$627K - $664K
|
11K
$597K
|
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 5.31% |
$676K - $715K
|
207K
$11.2M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.3K- 10.98% |
$773K - $819K
|
108K
$5.83M
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.1K- 2.0% |
$821K - $870K
|
692K
$37.5M
|
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-25K- 8.54% |
$1.46M - $1.54M
|
268K
$14.5M
|
|
|
May 17, 2021
Q1 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-25.4KClosed |
$1.48M - $1.57M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-32.6K- 59.66% |
$1.9M - $2.01M
|
22K
$1.19M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.9K- 40.23% |
$1.97M - $2.09M
|
50.3K
$2.73M
|
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-62K- 1.68% |
$3.61M - $3.83M
|
3.64M
$197M
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-66.4K- 27.49% |
$3.87M - $4.1M
|
175K
$9.49M
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-86.8KClosed |
$5.06M - $5.35M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-121K- 86.34% |
$7.06M - $7.47M
|
19.2K
$1.04M
|
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-137KClosed |
$7.97M - $8.45M
|
0
$0
|