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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-185- 2.52% |
$9.76K - $10.9K
|
7.17K
$450K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-231- 2.95% |
$12.2K - $13.6K
|
7.61K
$478K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-264- 1.42% |
$13.9K - $15.6K
|
18.3K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-285- 3.13% |
$15K - $16.8K
|
8.83K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-295- 5.34% |
$15.6K - $17.4K
|
5.23K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-300- 7.22% |
$15.8K - $17.7K
|
3.86K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-304- 1.57% |
$16K - $17.9K
|
19.1K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-347- 26.31% |
$18.3K - $20.4K
|
972
$61K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-602- 14.07% |
$31.8K - $35.5K
|
3.68K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-705- 6.78% |
$37.2K - $41.5K
|
9.69K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-822- 3.72% |
$43.4K - $48.4K
|
21.2K
$1.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-851- 11.26% |
$44.9K - $50.1K
|
6.7K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.79K- 25.04% |
$94.2K - $105K
|
5.34K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.8K- 11.76% |
$94.7K - $106K
|
13.5K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.01K- 3.71% |
$106K - $119K
|
52.3K
$3.28M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.36K- 19.11% |
$177K - $198K
|
14.2K
$894K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.66K- 24.66% |
$193K - $216K
|
11.2K
$703K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.76K- 30.54% |
$199K - $222K
|
8.56K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.33K- 3.98% |
$229K - $255K
|
104K
$6.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.83K- 9.0% |
$255K - $284K
|
48.8K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.96K- 15.21% |
$262K - $292K
|
27.7K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.81K- 2.43% |
$307K - $342K
|
234K
$14.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.1K- 5.3% |
$322K - $360K
|
109K
$6.84M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.89K- 4.79% |
$363K - $406K
|
137K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.85K- 2.86% |
$467K - $521K
|
300K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-9.11K- 16.62% |
$481K - $537K
|
45.7K
$2.87M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.2K- 40.61% |
$536K - $599K
|
14.9K
$933K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 18.66% |
$752K - $840K
|
62.2K
$3.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-54.1K- 9.74% |
$2.86M - $3.19M
|
502K
$31.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-87.5K- 15.36% |
$4.62M - $5.15M
|
482K
$30.3M
|