Purchases and Sales Made in Q1 2025 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q1 2025. 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 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
113KNew |
$5.94M - $6.63M
|
113K
$7.07M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
97.7K+ 269.09% |
$5.15M - $5.75M
|
134K
$8.41M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22.5KNew |
$1.18M - $1.32M
|
22.5K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.9K+ 52.75% |
$1.1M - $1.23M
|
60.5K
$3.8M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.7K+ 143.51% |
$778K - $869K
|
25K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.9K+ 13.46% |
$682K - $761K
|
109K
$6.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.36K+ 75.2% |
$494K - $552K
|
21.8K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.23K+ 28.67% |
$434K - $485K
|
36.9K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.66KNew |
$193K - $216K
|
3.66K
$230K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.46K+ 26.14% |
$183K - $204K
|
16.7K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.89K+ 1.88% |
$152K - $170K
|
156K
$9.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.37K+ 2.38% |
$125K - $139K
|
102K
$6.39M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.06KNew |
$108K - $121K
|
2.06K
$129K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.83K+ 12.39% |
$96.4K - $108K
|
16.6K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.69K+ 19.33% |
$89.1K - $99.6K
|
10.4K
$655K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.66KNew |
$87.6K - $97.8K
|
1.66K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.63K+ 1.04% |
$85.8K - $95.8K
|
159K
$9.95M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.24K+ 0.53% |
$65.3K - $72.9K
|
233K
$14.6M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.17K+ 12.7% |
$61.8K - $69K
|
10.4K
$653K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.16K+ 323.4% |
$61.2K - $68.4K
|
1.52K
$95.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
978+ 3.44% |
$51.6K - $57.6K
|
29.4K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
929+ 16.0% |
$49K - $54.7K
|
6.74K
$423K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
792+ 6.18% |
$41.8K - $46.7K
|
13.6K
$855K
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
769New |
$40.6K - $45.3K
|
769
$48.3K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
531+ 5.02% |
$28K - $31.3K
|
11.1K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
449+ 3.77% |
$23.7K - $26.5K
|
12.3K
$776K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
420+ 4.7% |
$22.2K - $24.7K
|
9.35K
$587K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
365New |
$19.3K - $21.5K
|
365
$22.9K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
354+ 1.24% |
$18.7K - $20.9K
|
28.9K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
232+ 3.01% |
$12.2K - $13.7K
|
7.93K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
216New |
$11.4K - $12.7K
|
216
$13.6K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
182+ 1.96% |
$9.6K - $10.7K
|
9.49K
$596K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
106+ 1.55% |
$5.59K - $6.24K
|
6.94K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$5.28K - $5.89K
|
100
$6.28K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
80New |
$4.22K - $4.71K
|
80
$5.02K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5+ 100.0% |
$264 - $295
|
10
$628
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.31% |
$264 - $295
|
1.61K
$101K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.59% |
$106 - $118
|
342
$21.5K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$52.8 - $58.9
|
480
$30.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.37% |
$52.8 - $58.9
|
273
$17.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3- 10.0% |
$158 - $177
|
27
$1.7K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3- 10.0% |
$158 - $177
|
27
$1.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-44- 0.23% |
$2.32K - $2.59K
|
18.8K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75- 3.37% |
$3.96K - $4.42K
|
2.15K
$135K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-76- 1.85% |
$4.01K - $4.48K
|
4.04K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-78- 0.77% |
$4.11K - $4.59K
|
10.1K
$631K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-114- 1.96% |
$6.01K - $6.72K
|
5.7K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-118- 0.72% |
$6.22K - $6.95K
|
16.3K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-145- 65.02% |
$7.65K - $8.54K
|
78
$4.9K
|