Purchases and Sales Made in Q2 2021 in Jp Morgan Diversified Return I (JPIN)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2021
Q2 2021
|
Sym Financial Corp
|
SELL
|
- |
-50- 1.65% |
$3.08K - $3.23K
|
2.97K
$161K
|
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-64- 0.17% |
$3.94K - $4.13K
|
38.3K
$2.07M
|
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-64- 0.28% |
$3.94K - $4.13K
|
22.7K
$1.23M
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65- 13.03% |
$4K - $4.2K
|
434
$23.5K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-92- 5.84% |
$5.66K - $5.94K
|
1.48K
$80.4K
|
|
|
Aug 05, 2021
Q2 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-95- 82.61% |
$5.85K - $6.13K
|
20
$1.08K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-115- 2.45% |
$7.08K - $7.42K
|
4.58K
$248K
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-162- 1.37% |
$9.97K - $10.5K
|
11.6K
$631K
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-175Closed |
$10.8K - $11.3K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-208- 10.35% |
$12.8K - $13.4K
|
1.8K
$97.6K
|
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-317- 5.15% |
$19.5K - $20.5K
|
5.84K
$317K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-346- 0.91% |
$21.3K - $22.3K
|
37.7K
$2.05M
|
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-349Closed |
$21.5K - $22.5K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-366Closed |
$22.5K - $23.6K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-384- 6.18% |
$23.6K - $24.8K
|
5.83K
$316K
|
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-461- 0.75% |
$28.4K - $29.8K
|
60.9K
$3.3M
|
|
|
Jul 30, 2021
Q2 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-528- 48.75% |
$32.5K - $34.1K
|
555
$30.1K
|
|
|
Jul 07, 2021
Q2 2021
|
Appleton Partners Inc
|
SELL
|
- |
-560- 4.3% |
$34.5K - $36.2K
|
12.5K
$675K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-590Closed |
$36.3K - $38.1K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-632- 1.43% |
$38.9K - $40.8K
|
43.6K
$2.36M
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-684Closed |
$42.1K - $44.2K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-700- 12.28% |
$43.1K - $45.2K
|
5K
$271K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-791- 11.49% |
$48.7K - $51.1K
|
6.1K
$330K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.06K- 71.45% |
$65.3K - $68.5K
|
424
$23K
|
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.08K- 4.44% |
$66.7K - $70K
|
23.3K
$1.27M
|
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.44K- 13.91% |
$88.6K - $92.9K
|
8.91K
$483K
|
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.56K- 37.45% |
$96K - $101K
|
2.6K
$141K
|
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-2.05K- 14.57% |
$126K - $132K
|
12K
$652K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.35K- 5.12% |
$145K - $152K
|
43.5K
$2.36M
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-2.42K- 5.62% |
$149K - $156K
|
40.6K
$2.2M
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.59K- 23.49% |
$159K - $167K
|
8.43K
$457K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.86K- 13.86% |
$238K - $249K
|
24K
$1.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.3KClosed |
$265K - $278K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.3K- 44.07% |
$326K - $342K
|
6.72K
$364K
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.58KClosed |
$343K - $360K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.24KClosed |
$384K - $403K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-6.42K- 93.73% |
$395K - $415K
|
430
$23.3K
|
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.5K- 11.19% |
$400K - $420K
|
51.6K
$2.79M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.35KClosed |
$575K - $604K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-10.8K- 4.04% |
$666K - $698K
|
257K
$13.9M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6K- 63.27% |
$714K - $749K
|
6.73K
$365K
|
|
|
Aug 16, 2021
Q2 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14KClosed |
$863K - $905K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.1K- 14.05% |
$930K - $976K
|
92.5K
$5.01M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18.3K- 2.64% |
$1.13M - $1.18M
|
674K
$36.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-43.7K- 29.83% |
$2.69M - $2.82M
|
103K
$5.58M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-132KClosed |
$8.13M - $8.52M
|
0
$0
|