Purchases and Sales Made in Q2 2020 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q2 2020. 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2020
Q2 2020
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.28MNew |
$136M - $172M
|
3.28M
$180M
|
|
Aug 14, 2020
Q2 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
280K+ 401.93% |
$11.6M - $14.7M
|
350K
$19.2M
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
162KNew |
$6.7M - $8.5M
|
162K
$8.9M
|
|
Jun 17, 2024
Q2 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
161KNew |
$6.65M - $8.43M
|
161K
$8.83M
|
|
Aug 13, 2020
Q2 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
105K+ 15.93% |
$4.33M - $5.49M
|
761K
$41.9M
|
|
Aug 12, 2020
Q2 2020
|
Argi Investment Services, LLC
|
BUY
|
- |
103K+ 41.0% |
$4.27M - $5.41M
|
355K
$19.5M
|
|
Jul 13, 2020
Q2 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
101K+ 106.05% |
$4.18M - $5.31M
|
196K
$10.8M
|
|
Aug 04, 2020
Q2 2020
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
43.5K+ 66.8% |
$1.8M - $2.29M
|
109K
$5.98M
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
41.6KNew |
$1.72M - $2.18M
|
41.6K
$2.29M
|
|
Jul 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.7K+ 28.94% |
$1.02M - $1.3M
|
110K
$6.05M
|
|
Aug 14, 2020
Q2 2020
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 16.91% |
$749K - $950K
|
125K
$6.88M
|
|
Aug 12, 2020
Q2 2020
|
Old Mission Capital LLC
|
BUY
|
- |
16.6KNew |
$687K - $872K
|
16.6K
$913K
|
|
Aug 07, 2020
Q2 2020
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
14.5KNew |
$601K - $762K
|
14.5K
$799K
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12.2K+ 117.57% |
$504K - $639K
|
22.5K
$1.24M
|
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.47K+ 195.64% |
$392K - $497K
|
14.3K
$787K
|
|
Aug 13, 2020
Q2 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.97K+ 108.18% |
$288K - $366K
|
13.4K
$738K
|
|
Aug 05, 2020
Q2 2020
|
Caprock Group, Inc.
|
BUY
|
- |
6.25KNew |
$259K - $328K
|
6.25K
$344K
|
|
Sep 10, 2024
Q2 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.26KNew |
$218K - $276K
|
5.26K
$289K
|
|
Aug 14, 2020
Q2 2020
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.03KNew |
$208K - $264K
|
5.03K
$277K
|
|
Jul 20, 2020
Q2 2020
|
Heron Financial Group, LLC
|
BUY
|
- |
4.17KNew |
$172K - $219K
|
4.17K
$229K
|
|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
BUY
|
- |
2.96K+ 1.16% |
$122K - $155K
|
258K
$14.2M
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
BUY
|
- |
2.07K+ 11.47% |
$85.8K - $109K
|
20.1K
$1.11M
|
|
Jul 16, 2020
Q2 2020
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.89K+ 12.38% |
$78.2K - $99.3K
|
17.2K
$944K
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
1.42KNew |
$58.9K - $74.8K
|
1.42K
$78.3K
|
|
Aug 10, 2020
Q2 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.27KNew |
$52.3K - $66.4K
|
1.27K
$69.6K
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.14KNew |
$47.3K - $60.1K
|
1.14K
$62.9K
|
|
Aug 06, 2020
Q2 2020
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
948+ 0.93% |
$39.2K - $49.8K
|
103K
$5.67M
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
822+ 6.57% |
$34K - $43.2K
|
13.3K
$734K
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
800New |
$33.1K - $42K
|
800
$44K
|
|
Jul 17, 2020
Q2 2020
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
579+ 0.1% |
$24K - $30.4K
|
584K
$32.1M
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
568+ 0.83% |
$23.5K - $29.8K
|
69.3K
$3.81M
|
|
Jul 27, 2020
Q2 2020
|
Sym Financial Corp
|
BUY
|
- |
513+ 20.52% |
$21.2K - $26.9K
|
3.01K
$166K
|
|
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
BUY
|
- |
510+ 1.94% |
$21.1K - $26.8K
|
26.7K
$1.47M
|
|
Jul 08, 2020
Q2 2020
|
Old Port Advisors
|
BUY
|
- |
352+ 1.93% |
$14.6K - $18.5K
|
18.6K
$1.02M
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
204+ 76.4% |
$8.44K - $10.7K
|
471
$25.9K
|
|
Aug 11, 2020
Q2 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
132+ 2.08% |
$5.46K - $6.93K
|
6.47K
$356K
|
|
Aug 11, 2020
Q2 2020
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46New |
$1.9K - $2.42K
|
46
$2.53K
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8+ 1.31% |
$331 - $420
|
619
$34K
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 24.0% |
$248 - $315
|
31
$1.71K
|
|
Aug 13, 2020
Q2 2020
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.92% |
$207 - $263
|
551
$30.3K
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Cooper Financial Group
|
SELL
|
- |
-41- 0.63% |
$1.7K - $2.15K
|
6.5K
$358K
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-66Closed |
$2.73K - $3.47K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-66Closed |
$2.73K - $3.47K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-71Closed |
$2.94K - $3.73K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-93Closed |
$3.85K - $4.88K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-96Closed |
$3.97K - $5.04K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-104Closed |
$4.3K - $5.46K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200- 50.0% |
$8.28K - $10.5K
|
200
$11K
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-204- 43.31% |
$8.44K - $10.7K
|
267
$14.7K
|