Purchases and Sales Made in Q1 2024 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q1 2024. 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 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
132K+ 217.25% |
$6.93M - $7.43M
|
192K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
93.3KNew |
$4.91M - $5.27M
|
93.3K
$5.06M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.9K+ 610.8% |
$3.89M - $4.17M
|
86K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
72.1KNew |
$3.8M - $4.07M
|
72.1K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.7K+ 17.02% |
$3.51M - $3.77M
|
459K
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.5K+ 48.88% |
$2.4M - $2.57M
|
139K
$7.52M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.5K+ 35.67% |
$1.92M - $2.06M
|
139K
$7.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 232.15% |
$988K - $1.06M
|
26.8K
$1.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
17KNew |
$894K - $959K
|
17K
$921K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.8KNew |
$619K - $664K
|
11.8K
$638K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.8KNew |
$516K - $553K
|
9.8K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.43K+ 20.6% |
$496K - $532K
|
55.2K
$2.99M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.94K+ 6.34% |
$418K - $448K
|
133K
$7.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.57K+ 8.73% |
$346K - $371K
|
81.9K
$4.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
6.48K+ 5.57% |
$341K - $366K
|
123K
$6.66M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.48K+ 1.42% |
$236K - $253K
|
320K
$17.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.48K+ 1.42% |
$236K - $253K
|
320K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.75KNew |
$197K - $212K
|
3.75K
$203K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.68KNew |
$193K - $207K
|
3.68K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.55K+ 12.12% |
$134K - $144K
|
23.6K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.62K+ 3.16% |
$85.2K - $91.4K
|
52.9K
$2.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.48K+ 12.29% |
$77.9K - $83.5K
|
13.5K
$733K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.23K+ 247.98% |
$64.7K - $69.4K
|
1.73K
$93.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.07K+ 4.29% |
$56.2K - $60.3K
|
26K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
942+ 14.43% |
$49.6K - $53.2K
|
7.47K
$405K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
619+ 5.54% |
$32.6K - $34.9K
|
11.8K
$639K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
550+ 3.47% |
$29K - $31K
|
16.4K
$888K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
526New |
$27.7K - $29.7K
|
526
$28.5K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
494+ 10.3% |
$26K - $27.9K
|
5.29K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
492+ 9.12% |
$25.9K - $27.8K
|
5.89K
$319K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
300New |
$15.8K - $16.9K
|
300
$16.3K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120New |
$6.32K - $6.77K
|
120
$6.51K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
115+ 1.36% |
$6.05K - $6.49K
|
8.58K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
110+ 1.07% |
$5.79K - $6.21K
|
10.4K
$563K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
88+ 1.55% |
$4.63K - $4.97K
|
5.75K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
84+ 2.2% |
$4.42K - $4.74K
|
3.9K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
55+ 1.07% |
$2.9K - $3.1K
|
5.19K
$281K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
35+ 0.49% |
$1.84K - $1.98K
|
7.23K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$158 - $169
|
3
$163
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.02% |
$52.6 - $56.4
|
4.24K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.02% |
$52.6 - $56.4
|
4.8K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.07% |
$52.6 - $56.4
|
1.54K
$83.3K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$52.6 - $56.4
|
5.9K
$320K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.23% |
$158 - $169
|
1.29K
$70.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5- 0.09% |
$263 - $282
|
5.66K
$307K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-19- 0.1% |
$1K - $1.07K
|
18.9K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20- 9.48% |
$1.05K - $1.13K
|
191
$10.4K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27- 0.5% |
$1.42K - $1.52K
|
5.32K
$288K
|