Purchases and Sales Made in Q2 2024 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q2 2024. 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, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
153K+ 775.8% |
$8.26M - $8.84M
|
173K
$9.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
24.9K+ 20.26% |
$1.34M - $1.44M
|
148K
$8.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.1K+ 21.93% |
$976K - $1.04M
|
101K
$5.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 32.95% |
$858K - $917K
|
64.2K
$3.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$565K - $604K
|
10.5K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.26K+ 4.46% |
$338K - $361K
|
147K
$7.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.07K+ 4.56% |
$327K - $350K
|
139K
$7.55M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.09KNew |
$221K - $236K
|
4.09K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.7K+ 1.15% |
$199K - $213K
|
324K
$17.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.7K+ 1.15% |
$199K - $213K
|
324K
$17.6M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.36KNew |
$127K - $136K
|
2.36K
$128K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.89K+ 35.95% |
$102K - $109K
|
7.13K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.68K+ 14.28% |
$90.3K - $96.6K
|
13.4K
$727K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
1.52KNew |
$81.9K - $87.6K
|
1.52K
$82.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.51K+ 1.84% |
$81.1K - $86.8K
|
83.4K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.02KNew |
$54.8K - $58.6K
|
1.02K
$55.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
911+ 23.36% |
$49.1K - $52.5K
|
4.81K
$261K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
845+ 3.58% |
$45.5K - $48.7K
|
24.5K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
823+ 15.56% |
$44.4K - $47.5K
|
6.11K
$331K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
452+ 8.71% |
$24.4K - $26.1K
|
5.64K
$306K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
339+ 0.66% |
$18.3K - $19.5K
|
51.6K
$2.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
328New |
$17.7K - $18.9K
|
328
$17.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
286+ 3.38% |
$15.4K - $16.5K
|
8.75K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
246+ 2.26% |
$13.3K - $14.2K
|
11.1K
$604K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
118New |
$6.36K - $6.8K
|
118
$6.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
84+ 1.46% |
$4.53K - $4.84K
|
5.84K
$316K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
77+ 1.91% |
$4.15K - $4.44K
|
4.12K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31+ 0.84% |
$1.67K - $1.79K
|
3.71K
$201K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30New |
$1.62K - $1.73K
|
30
$1.63K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29+ 0.6% |
$1.56K - $1.67K
|
4.83K
$262K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27+ 0.64% |
$1.46K - $1.56K
|
4.27K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22+ 1.43% |
$1.19K - $1.27K
|
1.56K
$84.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-22- 0.13% |
$1.19K - $1.27K
|
17.5K
$949K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 12.57% |
$1.29K - $1.38K
|
167
$9.05K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-68- 0.69% |
$3.67K - $3.92K
|
9.73K
$527K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-115- 1.34% |
$6.2K - $6.63K
|
8.46K
$459K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-130- 3.98% |
$7.01K - $7.5K
|
3.14K
$170K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-143- 1.98% |
$7.71K - $8.25K
|
7.09K
$384K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-146- 2.44% |
$7.87K - $8.42K
|
5.84K
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-156- 2.64% |
$8.41K - $8.99K
|
5.74K
$311K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-160- 0.86% |
$8.62K - $9.23K
|
18.6K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-190- 69.6% |
$10.2K - $11K
|
83
$4.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-285- 0.95% |
$15.4K - $16.4K
|
29.9K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-307- 21.62% |
$16.5K - $17.7K
|
1.11K
$60.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-327Closed |
$17.6K - $18.9K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-339- 5.76% |
$18.3K - $19.5K
|
5.55K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-356- 2.3% |
$19.2K - $20.5K
|
15.1K
$821K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-382- 0.99% |
$20.6K - $22K
|
38.3K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-472- 7.64% |
$25.4K - $27.2K
|
5.71K
$310K
|