Purchases and Sales Made in Q2 2021 in Jp Morgan Diversified Return I (JPIN)

JPIN Quotes by TradingView

This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q2 2021. 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
Sep 13, 2021 Q2 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
335K
New
$20.6M - $21.7M
335K $18M
Aug 10, 2021 Q2 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
332K
+ 9.14%
$20.5M - $21.5M
3.97M $213M
Aug 16, 2021 Q2 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
168K
New
$10.3M - $10.8M
168K $9.01M
Jul 02, 2021 Q2 2021
Apella Capital, LLC

BUY
 -
59.2K
New
$3.64M - $3.82M
59.2K $3.18M
Aug 11, 2021 Q2 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
35.2K
+ 49.05%
$2.17M - $2.27M
107K $5.74M
Aug 02, 2021 Q2 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
27.2K
+ 6.1%
$1.67M - $1.76M
473K $25.4M
Aug 17, 2021 Q2 2021
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
18.3K
+ 8.83%
$1.12M - $1.18M
225K $12.1M
Aug 13, 2021 Q2 2021
Ubs Group Ag

BUY
 -
14.4K
+ 1.9%
$888K - $932K
774K $41.6M
Jul 23, 2021 Q2 2021
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
13K
+ 6.46%
$797K - $836K
213K $11.5M
Jul 08, 2021 Q2 2021
Rvw Wealth, LLC

BUY
 -
12.7K
+ 5.52%
$782K - $820K
243K $13M
Aug 13, 2021 Q2 2021
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
9.15K
+ 14.38%
$563K - $591K
72.8K $3.91M
Jul 14, 2021 Q2 2021
Stonehearth Capital Management, LLC

BUY
 -
8.13K
+ 4.07%
$500K - $525K
208K $11.2M
Aug 16, 2021 Q2 2021
Haverford Trust CO

Radnor, PA
BUY
 -
6.46K
+ 1503.02%
$398K - $417K
6.89K $370K
Aug 16, 2021 Q2 2021
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
6.18K
+ 19.51%
$381K - $399K
37.9K $2.03M
Aug 05, 2021 Q2 2021
F Dx Advisors, Inc.

BUY
 -
4.68K
+ 86.35%
$288K - $302K
10.1K $542K
Aug 11, 2021 Q2 2021
Mendel Money Management

Northbrook, IL
BUY
 -
4.04K
New
$248K - $261K
4.04K $217K
Jul 28, 2021 Q2 2021
Kestra Advisory Services, LLC

BUY
 -
3.89K
+ 35.76%
$239K - $251K
14.8K $792K
Aug 02, 2021 Q2 2021
Allworth Financial LP

BUY
 -
3.82K
+ 14.48%
$235K - $247K
30.2K $1.62M
Aug 04, 2021 Q2 2021
Envestnet Asset Management Inc

BUY
 -
3.7K
+ 7.35%
$228K - $239K
54K $2.9M
Jul 30, 2021 Q2 2021
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
3.08K
+ 2.63%
$190K - $199K
120K $6.45M
Aug 16, 2021 Q2 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.46K
+ 1.4%
$151K - $159K
178K $9.53M
Aug 11, 2021 Q2 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.73K
+ 5.71%
$107K - $112K
32.1K $1.72M
Aug 11, 2021 Q2 2021
Commonwealth Equity Services, LLC

BUY
 -
1.44K
+ 3.3%
$88.6K - $92.9K
45K $2.42M
Jul 19, 2021 Q2 2021
Lex Aurum Advisors, LLC

BUY
 -
1.21K
+ 1.2%
$74.2K - $77.8K
101K $5.43M
Jul 21, 2021 Q2 2021
Valicenti Advisory Services Inc

BUY
 -
707
+ 3.81%
$43.5K - $45.6K
19.3K $1.03M
Jul 19, 2021 Q2 2021
Stratos Wealth Partners, Ltd.

BUY
 -
685
+ 4.47%
$42.2K - $44.2K
16K $860K
Jul 27, 2021 Q2 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
665
+ 5.31%
$40.9K - $42.9K
13.2K $708K
Aug 09, 2021 Q2 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
511
New
$31.5K - $33K
511 $27.4K
Aug 06, 2021 Q2 2021
Mufg Americas Holdings Corp

BUY
 -
499
+ 17.3%
$30.7K - $32.2K
3.38K $182K
Dec 01, 2022 Q2 2021
Mufg Americas Holdings Corp

BUY
 -
499
+ 17.3%
$30.7K - $32.2K
3.38K $182K
Aug 13, 2021 Q2 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
358
+ 3.95%
$22K - $23.1K
9.41K $505K
Aug 16, 2021 Q2 2021
Truist Financial Corp

BUY
 -
354
+ 1.61%
$21.8K - $22.9K
22.4K $1.2M
Aug 12, 2021 Q2 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
351
New
$21.6K - $22.7K
351 $18.8K
Jul 20, 2021 Q2 2021
Schneider Downs Wealth Management Advisors, LP

BUY
 -
181
+ 1.27%
$11.1K - $11.7K
14.5K $776K
Aug 13, 2021 Q2 2021
Northwestern Mutual Wealth Management CO

BUY
 -
143
+ 1.74%
$8.8K - $9.23K
8.38K $450K
Aug 13, 2021 Q2 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
76
New
$4.68K - $4.91K
76 $4.08K
Sep 10, 2024 Q2 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
35
+ 0.97%
$2.15K - $2.26K
3.63K $195K
Aug 06, 2021 Q2 2021
Parallel Advisors, LLC

BUY
 -
21
+ 0.96%
$1.29K - $1.36K
2.2K $118K
Aug 05, 2021 Q2 2021
Horan Securities, Inc.

BUY
 -
11
+ 0.88%
$677 - $710
1.26K $67.7K
Aug 13, 2021 Q2 2021
Lincoln National Corp

BUY
 -
7
+ 0.1%
$431 - $452
6.84K $367K
Aug 13, 2021 Q2 2021
Integrated Wealth Concepts LLC

BUY
 -
6
+ 0.12%
$369 - $387
5.08K $272K
Jul 30, 2021 Q2 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
6
+ 0.61%
$369 - $387
986 $52.9K
Jul 19, 2021 Q2 2021
Mai Capital Management

BUY
 -
4
+ 0.07%
$246 - $258
5.91K $317K
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

BUY
 -
0
New
$0 - $0
0 $0
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 13, 2021 Q2 2021
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-23
- 19.01%
$1.42K - $1.48K
98 $5.26K
Aug 04, 2021 Q2 2021
Lake Point Wealth Management

SELL
 -
-31
Closed
$1.91K - $2K
0 $0
Aug 16, 2021 Q2 2021
Assetmark, Inc

SELL
 -
-50
Closed
$3.08K - $3.23K
0 $0
Jul 23, 2021 Q2 2021
Uma Financial Services, Inc.

SELL
 -
-50
- 0.75%
$3.08K - $3.23K
6.62K $356K

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