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 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-664- 12.32% |
$32.7K - $35.4K
|
4.72K
$256K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-823- 1.06% |
$40.6K - $43.8K
|
76.8K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-875- 7.48% |
$43.1K - $46.6K
|
10.8K
$586K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.31K- 10.95% |
$64.4K - $69.6K
|
10.6K
$576K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.4K- 7.79% |
$69K - $74.5K
|
16.6K
$898K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.75K- 10.32% |
$86.2K - $93.2K
|
15.2K
$824K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.79K- 6.81% |
$88.4K - $95.6K
|
24.5K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2K- 13.98% |
$98.6K - $107K
|
12.3K
$667K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 16.98% |
$102K - $110K
|
10.1K
$547K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.15K- 18.5% |
$106K - $114K
|
9.45K
$512K
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.34K- 9.27% |
$115K - $124K
|
22.9K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.51K- 22.52% |
$124K - $134K
|
8.65K
$469K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.52K- 5.29% |
$124K - $134K
|
45.1K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.77K- 12.46% |
$137K - $148K
|
19.5K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.79K- 93.0% |
$138K - $149K
|
210
$11.4K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.52K- 76.94% |
$174K - $188K
|
1.06K
$57.2K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.85K- 23.57% |
$288K - $312K
|
19K
$1.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.18K- 20.63% |
$305K - $329K
|
23.8K
$1.29M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.46K- 40.29% |
$368K - $397K
|
11.1K
$599K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.36K- 2.58% |
$412K - $445K
|
316K
$17.1M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-9.2K- 8.36% |
$454K - $490K
|
101K
$5.47M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-11.2K- 40.98% |
$554K - $599K
|
16.2K
$877K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-11.3K- 58.17% |
$556K - $600K
|
8.11K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.1K- 11.87% |
$646K - $698K
|
97.3K
$5.27M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-13.4K- 1.77% |
$661K - $714K
|
745K
$40.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.9K- 0.54% |
$1.82M - $1.97M
|
6.8M
$369M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37K- 34.96% |
$1.83M - $1.97M
|
68.9K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-98.1K- 64.53% |
$4.84M - $5.23M
|
53.9K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-164K- 21.84% |
$8.09M - $8.74M
|
587K
$31.8M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-167K- 89.64% |
$8.21M - $8.87M
|
19.2K
$1.04M
|