Purchases and Sales Made in Q1 2023 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
67.4KNew |
$3.32M - $3.59M
|
67.4K
$3.66M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21K+ 149.67% |
$1.04M - $1.12M
|
35.1K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
12.8K+ 429.19% |
$631K - $682K
|
15.8K
$856K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 12.47% |
$592K - $640K
|
108K
$5.87M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 34.9% |
$586K - $633K
|
45.9K
$2.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.2K+ 31.13% |
$552K - $596K
|
47.1K
$2.55M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10KNew |
$493K - $533K
|
10K
$542K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.92K+ 39.8% |
$440K - $475K
|
31.3K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.21K+ 7.03% |
$405K - $437K
|
125K
$6.78M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.02KNew |
$297K - $321K
|
6.02K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.65KNew |
$229K - $248K
|
4.65K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.95KNew |
$195K - $211K
|
3.95K
$214K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.66K+ 0.86% |
$180K - $195K
|
428K
$23.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.45KNew |
$170K - $184K
|
3.45K
$187K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.05KNew |
$150K - $162K
|
3.05K
$165K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.83K+ 6.93% |
$139K - $151K
|
43.6K
$2.37M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.37K+ 2.22% |
$117K - $126K
|
109K
$5.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.29K+ 5.65% |
$113K - $122K
|
42.8K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.95K+ 190.54% |
$96.3K - $104K
|
2.98K
$161K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.9K+ 6.33% |
$93.5K - $101K
|
31.9K
$1.73M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.85K+ 3.87% |
$91.3K - $98.6K
|
49.6K
$2.69M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79K+ 2.41% |
$88.1K - $95.2K
|
76K
$4.12M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.41K+ 50.45% |
$69.7K - $75.3K
|
4.22K
$229K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.38K+ 3.48% |
$67.9K - $73.4K
|
40.9K
$2.22M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.05K+ 85.25% |
$51.9K - $56.1K
|
2.29K
$124K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
852New |
$42K - $45.4K
|
852
$46.2K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
558+ 3.51% |
$27.5K - $29.7K
|
16.5K
$893K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
461+ 3.15% |
$22.7K - $24.6K
|
15.1K
$817K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
394+ 5.25% |
$19.4K - $21K
|
7.89K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
357+ 1428.0% |
$17.6K - $19K
|
382
$20.7K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
302+ 7.01% |
$14.9K - $16.1K
|
4.61K
$250K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
215+ 3.75% |
$10.6K - $11.5K
|
5.95K
$323K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
89+ 3.19% |
$4.39K - $4.74K
|
2.88K
$156K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
57+ 0.82% |
$2.81K - $3.04K
|
7.03K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
30+ 0.51% |
$1.48K - $1.6K
|
5.95K
$322K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
15+ 0.29% |
$740 - $799
|
5.25K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.33% |
$49.3 - $53.3
|
308
$16.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$49.3 - $53.3
|
1.03K
$55.7K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 0.1% |
$49.3 - $53.3
|
1.03K
$55.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5- 0.08% |
$247 - $266
|
6.2K
$336K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13- 0.25% |
$641 - $693
|
5.15K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14- 0.08% |
$690 - $746
|
16.8K
$910K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-30- 29.41% |
$1.48K - $1.6K
|
72
$3.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-86- 2.06% |
$4.24K - $4.58K
|
4.09K
$222K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-186- 2.24% |
$9.17K - $9.91K
|
8.12K
$440K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-275- 1.6% |
$13.6K - $14.7K
|
16.9K
$916K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-294- 14.95% |
$14.5K - $15.7K
|
1.67K
$90.7K
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-296- 2.41% |
$14.6K - $15.8K
|
12K
$650K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-631- 0.55% |
$31.1K - $33.6K
|
113K
$6.13M
|