Purchases and Sales Made in Q3 2018 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q3 2018. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2018
Q3 2018
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
466K+ 16.29% |
N/A
|
3.33M
$183M
|
|
|
Nov 02, 2018
Q3 2018
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
208K+ 17.3% |
N/A
|
1.41M
$77.5M
|
|
|
Nov 14, 2018
Q3 2018
|
Argi Investment Services, LLC
|
BUY
|
- |
135K+ 9.31% |
N/A
|
1.59M
$87.5M
|
|
|
Nov 14, 2018
Q3 2018
|
Ubs Group Ag
|
BUY
|
- |
103K+ 7.71% |
N/A
|
1.44M
$79M
|
|
|
Nov 07, 2018
Q3 2018
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
92.7KNew |
N/A
|
92.7K
$5.1M
|
|
|
Nov 14, 2018
Q3 2018
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.6K+ 17.19% |
N/A
|
454K
$25M
|
|
|
Feb 13, 2020
Q3 2018
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
57.6K+ 16.31% |
N/A
|
411K
$22.6M
|
|
|
Nov 14, 2018
Q3 2018
|
Ae Wealth Management LLC
|
BUY
|
- |
55.3K+ 91.83% |
N/A
|
115K
$6.35M
|
|
|
Oct 31, 2018
Q3 2018
|
Astor Investment Management LLC
|
BUY
|
- |
53.9K+ 11.42% |
N/A
|
526K
$28.9M
|
|
|
Nov 14, 2018
Q3 2018
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
51.8KNew |
N/A
|
51.8K
$2.85M
|
|
|
Nov 14, 2018
Q3 2018
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
43K+ 12.32% |
N/A
|
392K
$21.5M
|
|
|
Nov 13, 2018
Q3 2018
|
Brinker Capital Investments, LLC
|
BUY
|
- |
42.8K+ 3.26% |
N/A
|
1.35M
$74.5M
|
|
|
Nov 13, 2018
Q3 2018
|
Assetmark, Inc
|
BUY
|
- |
35.7K+ 38.97% |
N/A
|
127K
$6.99M
|
|
|
Oct 30, 2018
Q3 2018
|
Allworth Financial LP
|
BUY
|
- |
31.4K+ 17.56% |
N/A
|
210K
$11.6M
|
|
|
Nov 09, 2018
Q3 2018
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
31.1K+ 516.1% |
N/A
|
37.1K
$2.04M
|
|
|
Nov 01, 2018
Q3 2018
|
Private Advisor Group, LLC
|
BUY
|
- |
27.6K+ 149.89% |
N/A
|
46K
$2.53M
|
|
|
Nov 06, 2018
Q3 2018
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.5K+ 45.09% |
N/A
|
82.2K
$4.52M
|
|
|
Oct 26, 2018
Q3 2018
|
Sawtooth Solutions, LLC
|
BUY
|
- |
24.3K+ 42.62% |
N/A
|
81.2K
$4.47M
|
|
|
Oct 31, 2018
Q3 2018
|
Trilogy Capital Inc.
|
BUY
|
- |
21.2K+ 4.02% |
N/A
|
549K
$30.2M
|
|
|
Nov 09, 2018
Q3 2018
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19.9K+ 63.96% |
N/A
|
51.1K
$2.81M
|
|
|
Nov 07, 2018
Q3 2018
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
18K+ 57.2% |
N/A
|
49.4K
$2.72M
|
|
|
Nov 14, 2018
Q3 2018
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 14.27% |
N/A
|
138K
$7.58M
|
|
|
Nov 07, 2018
Q3 2018
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.5K+ 38.58% |
N/A
|
52.1K
$2.87M
|
|
|
Nov 14, 2018
Q3 2018
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.4K+ 2.93% |
N/A
|
472K
$26M
|
|
|
Nov 01, 2018
Q3 2018
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.9K+ 90.87% |
N/A
|
27K
$1.48M
|
|
|
Nov 02, 2018
Q3 2018
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.1K+ 5.44% |
N/A
|
234K
$12.9M
|
|
|
Nov 13, 2018
Q3 2018
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$578K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.2KNew |
N/A
|
9.2K
$506K
|
|
|
Nov 09, 2018
Q3 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.43K+ 64.47% |
N/A
|
21.5K
$1.18M
|
|
|
Nov 15, 2018
Q3 2018
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
8.42KNew |
N/A
|
8.42K
$463K
|
|
|
Oct 18, 2018
Q3 2018
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.98K+ 18.86% |
N/A
|
31.4K
$1.73M
|
|
|
Nov 13, 2018
Q3 2018
|
Raymond James Trust N.A.
|
BUY
|
- |
4.88KNew |
N/A
|
4.88K
$268K
|
|
|
Oct 15, 2018
Q3 2018
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.23K+ 11.47% |
N/A
|
41.1K
$2.26M
|
|
|
Oct 25, 2018
Q3 2018
|
Spc Financial, Inc.
|
BUY
|
- |
3.71K+ 30.65% |
N/A
|
15.8K
$869K
|
|
|
Nov 07, 2018
Q3 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.66K+ 3.74% |
N/A
|
102K
$5.59M
|
|
|
Oct 25, 2018
Q3 2018
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.44KNew |
N/A
|
3.44K
$189K
|
|
|
Nov 02, 2018
Q3 2018
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.82KNew |
N/A
|
2.82K
$155K
|
|
|
Oct 09, 2018
Q3 2018
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.12K+ 23.86% |
N/A
|
11K
$604K
|
|
|
Nov 13, 2018
Q3 2018
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2KNew |
N/A
|
2K
$110K
|
|
|
Oct 23, 2018
Q3 2018
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.73KNew |
N/A
|
1.73K
$95.2K
|
|
|
Nov 07, 2018
Q3 2018
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.59K+ 2.2% |
N/A
|
73.8K
$4.06M
|
|
|
Nov 14, 2018
Q3 2018
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.56K+ 0.49% |
N/A
|
320K
$17.6M
|
|
|
Oct 09, 2018
Q3 2018
|
Trust CO
|
BUY
|
- |
1.19KNew |
N/A
|
1.19K
$65.2K
|
|
|
Nov 01, 2018
Q3 2018
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16K+ 1.96% |
N/A
|
60K
$3.3M
|
|
|
Nov 06, 2018
Q3 2018
|
Lincoln National Corp
|
BUY
|
- |
1.13K+ 30.16% |
N/A
|
4.86K
$268K
|
|
|
Oct 12, 2018
Q3 2018
|
Mai Capital Management
|
BUY
|
- |
1.13K+ 13.35% |
N/A
|
9.56K
$526K
|
|
|
Oct 29, 2018
Q3 2018
|
Cwm, LLC
|
BUY
|
- |
817+ 6.01% |
N/A
|
14.4K
$793K
|
|
|
Nov 14, 2018
Q3 2018
|
Washington Trust Bank
|
BUY
|
- |
780New |
N/A
|
780
$42.9K
|
|
|
Nov 07, 2018
Q3 2018
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
755New |
N/A
|
755
$41.5K
|
|
|
Oct 05, 2018
Q3 2018
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
617+ 0.68% |
N/A
|
91.3K
$5.02M
|