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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-231Closed |
$9.56K - $12.1K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-234- 2.6% |
$9.68K - $12.3K
|
8.78K
$483K
|
|
|
Aug 13, 2020
Q2 2020
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-247- 4.0% |
$10.2K - $13K
|
5.93K
$326K
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-250- 8.92% |
$10.3K - $13.1K
|
2.55K
$140K
|
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-252Closed |
$10.4K - $13.2K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-342- 16.84% |
$14.2K - $18K
|
1.69K
$92.9K
|
|
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-370Closed |
$15.3K - $19.4K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-456- 4.07% |
$18.9K - $23.9K
|
10.7K
$591K
|
|
|
Aug 13, 2020
Q2 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-593Closed |
$24.5K - $31.1K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-739- 27.08% |
$30.6K - $38.8K
|
1.99K
$109K
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-827- 14.81% |
$34.2K - $43.4K
|
4.76K
$262K
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-865- 0.95% |
$35.8K - $45.4K
|
90.6K
$4.98M
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-884Closed |
$36.6K - $46.4K
|
0
$0
|
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.31K- 16.95% |
$54.3K - $68.9K
|
6.44K
$354K
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.92K- 7.63% |
$79.4K - $101K
|
23.3K
$1.28M
|
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.04K- 24.11% |
$84.3K - $107K
|
6.41K
$353K
|
|
|
Aug 12, 2020
Q2 2020
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.06K- 1.86% |
$85.1K - $108K
|
108K
$5.96M
|
|
|
Jul 06, 2020
Q2 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.23K- 22.31% |
$92.3K - $117K
|
7.77K
$427K
|
|
|
Aug 14, 2020
Q2 2020
|
Appleton Partners Inc
|
SELL
|
- |
-2.27K- 10.49% |
$93.8K - $119K
|
19.3K
$1.06M
|
|
|
Aug 18, 2020
Q2 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.47K- 9.64% |
$102K - $130K
|
23.1K
$1.27M
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.78K- 69.81% |
$115K - $146K
|
1.2K
$66K
|
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.41K- 15.02% |
$141K - $179K
|
19.3K
$1.06M
|
|
|
Aug 14, 2020
Q2 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.46KClosed |
$143K - $182K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.7K- 5.75% |
$153K - $194K
|
60.7K
$3.34M
|
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.91K- 5.07% |
$162K - $205K
|
73.2K
$4.03M
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4K- 85.25% |
$166K - $210K
|
692
$38.1K
|
|
|
Jul 22, 2020
Q2 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.05K- 4.14% |
$167K - $213K
|
93.7K
$5.15M
|
|
|
Jul 15, 2020
Q2 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.21K- 25.42% |
$174K - $221K
|
12.4K
$679K
|
|
|
Jul 31, 2020
Q2 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4.38K- 11.42% |
$181K - $230K
|
34K
$1.87M
|
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.22K- 29.28% |
$216K - $274K
|
12.6K
$693K
|
|
|
Jul 27, 2020
Q2 2020
|
Mai Capital Management
|
SELL
|
- |
-5.69K- 39.35% |
$235K - $299K
|
8.77K
$482K
|
|
|
Aug 13, 2020
Q2 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.85K- 37.46% |
$242K - $307K
|
9.77K
$537K
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.99K- 96.01% |
$248K - $315K
|
249
$13.7K
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.12K- 13.59% |
$253K - $321K
|
38.9K
$2.14M
|
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.8KClosed |
$281K - $357K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.14K- 2.33% |
$295K - $375K
|
300K
$16.5M
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.21K- 15.66% |
$298K - $378K
|
38.8K
$2.13M
|
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-9.03K- 14.77% |
$374K - $474K
|
52.1K
$2.87M
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.46K- 3.3% |
$391K - $497K
|
277K
$15.2M
|
|
|
Aug 14, 2020
Q2 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.1K- 2.94% |
$418K - $530K
|
333K
$18.3M
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.6K- 90.0% |
$522K - $663K
|
1.4K
$77.1K
|
|
|
Aug 14, 2020
Q2 2020
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-17.4K- 41.96% |
$722K - $916K
|
24.1K
$1.33M
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.4K- 26.15% |
$804K - $1.02M
|
54.9K
$3.02M
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-21.5KClosed |
$889K - $1.13M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Sonata Capital Group Inc
|
SELL
|
- |
-22.2KClosed |
$918K - $1.17M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
SELL
|
- |
-22.8K- 62.85% |
$942K - $1.2M
|
13.5K
$741K
|
|
|
Aug 07, 2020
Q2 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-24.3K- 29.51% |
$1M - $1.27M
|
58K
$3.19M
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-27.9K- 34.9% |
$1.16M - $1.47M
|
52.1K
$2.86M
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.4K- 66.43% |
$1.26M - $1.6M
|
15.4K
$846K
|
|
|
Jul 23, 2020
Q2 2020
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-36.7K- 29.97% |
$1.52M - $1.93M
|
85.7K
$4.72M
|