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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.36K+ 75.2% |
$494K - $552K
|
21.8K
$1.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.89K+ 1.88% |
$152K - $170K
|
156K
$9.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.37K+ 2.38% |
$125K - $139K
|
102K
$6.04M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.06KNew |
$108K - $121K
|
2.06K
$122K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.83K+ 12.39% |
$96.4K - $108K
|
16.6K
$984K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.16K+ 323.4% |
$61.2K - $68.4K
|
1.52K
$90.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
232+ 3.01% |
$12.2K - $13.7K
|
7.93K
$470K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
106+ 1.55% |
$5.59K - $6.24K
|
6.94K
$412K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.37% |
$52.8 - $58.9
|
273
$16.2K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-44- 0.23% |
$2.32K - $2.59K
|
18.8K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-185- 2.52% |
$9.76K - $10.9K
|
7.17K
$425K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-231- 2.95% |
$12.2K - $13.6K
|
7.61K
$451K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-264- 1.42% |
$13.9K - $15.6K
|
18.3K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-304- 1.57% |
$16K - $17.9K
|
19.1K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-347- 26.31% |
$18.3K - $20.4K
|
972
$57.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-602- 14.07% |
$31.8K - $35.5K
|
3.68K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-705- 6.78% |
$37.2K - $41.5K
|
9.69K
$575K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-851- 11.26% |
$44.9K - $50.1K
|
6.7K
$398K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.8K- 11.76% |
$94.7K - $106K
|
13.5K
$800K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-54.1K- 9.74% |
$2.86M - $3.19M
|
502K
$29.8M
|