Purchases and Sales Made in Q2 2025 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q2 2025. 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 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-157- 1.68% |
$8.19K - $10.1K
|
9.19K
$608K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-213- 4.07% |
$11.1K - $13.7K
|
5.01K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-284- 4.09% |
$14.8K - $18.2K
|
6.66K
$441K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-314- 2.21% |
$16.4K - $20.2K
|
13.9K
$921K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-400- 1.88% |
$20.9K - $25.7K
|
20.8K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-416- 4.14% |
$21.7K - $26.7K
|
9.64K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-433- 2.66% |
$22.6K - $27.8K
|
15.8K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-578- 8.58% |
$30.2K - $37.1K
|
6.16K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-615- 4.98% |
$32.1K - $39.5K
|
11.7K
$777K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-703- 0.44% |
$36.7K - $45.2K
|
158K
$10.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-876- 0.29% |
$45.7K - $56.3K
|
299K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18K- 13.81% |
$61.7K - $75.9K
|
7.38K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.25K- 14.11% |
$65K - $80.1K
|
7.59K
$502K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.28K- 6.81% |
$66.7K - $82.2K
|
17.5K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.7K- 7.79% |
$88.7K - $109K
|
20.1K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.02K- 1.48% |
$106K - $130K
|
135K
$8.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.15K- 2.05% |
$112K - $138K
|
102K
$6.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.25K- 7.65% |
$117K - $145K
|
27.2K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.97K- 17.8% |
$155K - $191K
|
13.7K
$909K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.17K- 23.52% |
$165K - $204K
|
10.3K
$682K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.39K- 12.26% |
$177K - $218K
|
24.3K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.4K- 35.87% |
$178K - $219K
|
6.08K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.91K- 28.7% |
$204K - $251K
|
9.71K
$642K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.03K- 1.04% |
$262K - $323K
|
477K
$31.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.95K- 35.9% |
$311K - $382K
|
10.6K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.4K- 5.76% |
$700K - $862K
|
220K
$14.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.4K- 2.68% |
$701K - $863K
|
488K
$32.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-16.6K- 36.3% |
$866K - $1.07M
|
29.1K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.7K- 27.56% |
$870K - $1.07M
|
43.8K
$2.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24.3K- 10.41% |
$1.27M - $1.56M
|
209K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-32.4K- 31.85% |
$1.69M - $2.08M
|
69.3K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.9K- 64.21% |
$2.08M - $2.56M
|
22.2K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-128K- 95.9% |
$6.7M - $8.26M
|
5.49K
$364K
|