Purchases and Sales Made in Q2 2023 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
380K+ 1081.5% |
$19.4M - $20.6M
|
415K
$22.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
318KNew |
$16.3M - $17.2M
|
318K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
256K+ 473.84% |
$13.1M - $13.9M
|
310K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
127K+ 758.93% |
$6.52M - $6.91M
|
144K
$7.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
72.6K+ 12.36% |
$3.71M - $3.93M
|
660K
$35.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.2K+ 638.09% |
$2.82M - $2.99M
|
63.8K
$3.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41K+ 53.96% |
$2.1M - $2.22M
|
117K
$6.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
26.7K+ 26.48% |
$1.37M - $1.45M
|
128K
$6.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22.7KNew |
$1.16M - $1.23M
|
22.7K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.63KNew |
$493K - $522K
|
9.63K
$522K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.93KNew |
$406K - $430K
|
7.93K
$430K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.12K+ 311.5% |
$364K - $386K
|
9.41K
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.41KNew |
$328K - $347K
|
6.41K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
6.04K+ 0.81% |
$309K - $328K
|
751K
$40.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.78KNew |
$295K - $313K
|
5.78K
$313K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
4.05K+ 25.63% |
$207K - $219K
|
19.8K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.41K+ 1.08% |
$174K - $185K
|
319K
$17.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.06K+ 7.47% |
$156K - $166K
|
44K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.52K+ 15.2% |
$129K - $136K
|
19.1K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.32K+ 4.93% |
$119K - $126K
|
49.5K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.09K+ 2905.56% |
$107K - $113K
|
2.16K
$117K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.79K+ 852.38% |
$91.6K - $97K
|
2K
$108K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.7K+ 3.77% |
$87K - $92.2K
|
46.8K
$2.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.69K+ 1.49% |
$86.3K - $91.5K
|
115K
$6.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.58K+ 94.56% |
$80.9K - $85.8K
|
3.26K
$176K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
864+ 3.78% |
$44.2K - $46.8K
|
23.7K
$1.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
771+ 1.55% |
$39.4K - $41.8K
|
50.4K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
658+ 16.64% |
$33.7K - $35.7K
|
4.61K
$250K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
315+ 3.89% |
$16.1K - $17.1K
|
8.42K
$456K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
260+ 4.37% |
$13.3K - $14.1K
|
6.21K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
183New |
$9.36K - $9.92K
|
183
$9.92K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
136+ 2.59% |
$6.96K - $7.37K
|
5.39K
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
69+ 0.36% |
$3.53K - $3.74K
|
19K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
62+ 1.21% |
$3.17K - $3.36K
|
5.21K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46+ 0.97% |
$2.35K - $2.49K
|
4.77K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
37+ 0.22% |
$1.89K - $2.01K
|
16.5K
$895K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
34+ 0.57% |
$1.74K - $1.84K
|
5.98K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28+ 0.14% |
$1.43K - $1.52K
|
19.5K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27+ 2.56% |
$1.38K - $1.46K
|
1.08K
$58.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23New |
$1.18K - $1.25K
|
23
$1.25K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 2.6% |
$409 - $434
|
316
$17.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1- 0.01% |
$51.2 - $54.2
|
7.89K
$428K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19- 0.41% |
$972 - $1.03K
|
4.63K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30- 33.33% |
$1.53K - $1.63K
|
60
$3.25K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-30- 33.33% |
$1.53K - $1.63K
|
60
$3.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73- 1.18% |
$3.73K - $3.96K
|
6.13K
$332K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-86- 0.57% |
$4.4K - $4.66K
|
15.1K
$819K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-89- 68.99% |
$4.55K - $4.82K
|
40
$2.17K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-101- 1.44% |
$5.17K - $5.48K
|
6.93K
$375K
|