Purchases and Sales Made in Q3 2019 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q3 2019. 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 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-45Closed |
$2.38K - $2.44K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-64Closed |
$3.39K - $3.47K
|
0
$0
|
|
Nov 19, 2019
Q3 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-66- 0.29% |
$3.5K - $3.57K
|
22.4K
$1.23M
|
|
Oct 10, 2019
Q3 2019
|
Old Port Advisors
|
SELL
|
- |
-144- 0.68% |
$7.63K - $7.8K
|
21.1K
$1.16M
|
|
Oct 09, 2019
Q3 2019
|
Ims Capital Management
|
SELL
|
- |
-195- 4.23% |
$10.3K - $10.6K
|
4.42K
$243K
|
|
Oct 18, 2019
Q3 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-231Closed |
$12.2K - $12.5K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-364Closed |
$19.3K - $19.7K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-382- 0.39% |
$20.2K - $20.7K
|
96.5K
$5.31M
|
|
Nov 13, 2019
Q3 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-392Closed |
$20.8K - $21.2K
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 25.97% |
$21.2K - $21.7K
|
1.14K
$62.7K
|
|
Nov 15, 2019
Q3 2019
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-433- 9.42% |
$22.9K - $23.4K
|
4.16K
$229K
|
|
Oct 24, 2019
Q3 2019
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-464- 17.81% |
$24.6K - $25.1K
|
2.14K
$118K
|
|
Dec 04, 2019
Q3 2019
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-500- 6.67% |
$26.5K - $27.1K
|
7K
$385K
|
|
Jul 24, 2024
Q3 2019
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-612- 10.79% |
$32.4K - $33.1K
|
5.06K
$278K
|
|
Nov 04, 2019
Q3 2019
|
Sym Financial Corp
|
SELL
|
- |
-869- 26.5% |
$46K - $47.1K
|
2.41K
$133K
|
|
Nov 14, 2019
Q3 2019
|
Ubs Group Ag
|
SELL
|
- |
-1.26K- 0.14% |
$66.7K - $68.2K
|
887K
$48.8M
|
|
Nov 12, 2019
Q3 2019
|
M&T Bank Corp
|
SELL
|
- |
-1.34K- 3.91% |
$70.7K - $72.3K
|
32.8K
$1.8M
|
|
Nov 06, 2019
Q3 2019
|
Lincoln National Corp
|
SELL
|
- |
-1.39K- 2.13% |
$73.6K - $75.2K
|
63.9K
$3.52M
|
|
Nov 12, 2019
Q3 2019
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.56K- 1.33% |
$82.5K - $84.3K
|
116K
$6.37M
|
|
Nov 12, 2019
Q3 2019
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.59K- 5.2% |
$84K - $85.8K
|
28.9K
$1.59M
|
|
Nov 13, 2019
Q3 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.7K- 7.03% |
$90K - $91.9K
|
22.4K
$1.23M
|
|
Sep 14, 2021
Q3 2019
|
Cwm, LLC
|
SELL
|
- |
-1.91K- 87.74% |
$101K - $103K
|
267
$14.7K
|
|
Oct 08, 2019
Q3 2019
|
Cooper Financial Group
|
SELL
|
- |
-1.92K- 12.87% |
$102K - $104K
|
13K
$716K
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-1.95KClosed |
$103K - $106K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.13K- 6.69% |
$113K - $116K
|
29.8K
$1.64M
|
|
Oct 30, 2019
Q3 2019
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.14K- 20.51% |
$113K - $116K
|
8.28K
$455K
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.17K- 32.56% |
$115K - $118K
|
4.5K
$248K
|
|
Oct 10, 2019
Q3 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.53K- 26.63% |
$134K - $137K
|
6.97K
$383K
|
|
Nov 05, 2019
Q3 2019
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.93K- 2.32% |
$155K - $159K
|
123K
$6.79M
|
|
Oct 22, 2019
Q3 2019
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-3.55K- 47.57% |
$188K - $192K
|
3.91K
$215K
|
|
Nov 01, 2019
Q3 2019
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.63K- 4.0% |
$192K - $197K
|
87.1K
$4.79M
|
|
Nov 13, 2019
Q3 2019
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.8K- 0.45% |
$201K - $206K
|
847K
$46.6M
|
|
Nov 08, 2019
Q3 2019
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.87KClosed |
$205K - $210K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.88K- 36.32% |
$205K - $210K
|
6.8K
$374K
|
|
Oct 18, 2019
Q3 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.01KClosed |
$213K - $217K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.64K- 48.32% |
$299K - $305K
|
6.03K
$332K
|
|
Nov 14, 2019
Q3 2019
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.36K- 8.3% |
$337K - $345K
|
70.3K
$3.87M
|
|
Nov 14, 2019
Q3 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.37K- 68.95% |
$337K - $345K
|
2.87K
$158K
|
|
Nov 04, 2019
Q3 2019
|
Appleton Partners Inc
|
SELL
|
- |
-6.66K- 19.92% |
$353K - $361K
|
26.8K
$1.47M
|
|
Oct 15, 2019
Q3 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.21KClosed |
$382K - $390K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.47K- 19.06% |
$396K - $405K
|
31.7K
$1.75M
|
|
Nov 14, 2019
Q3 2019
|
Old Mission Capital LLC
|
SELL
|
- |
-9.08KClosed |
$481K - $492K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
Edge Wealth Management LLC
|
SELL
|
- |
-9.11KClosed |
$483K - $493K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.29K- 99.34% |
$492K - $503K
|
62
$3.41K
|
|
Nov 07, 2019
Q3 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10K- 2.54% |
$531K - $542K
|
385K
$21.2M
|
|
Nov 06, 2019
Q3 2019
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-10.3KClosed |
$544K - $556K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.1K- 10.01% |
$590K - $603K
|
100K
$5.5M
|
|
Nov 12, 2019
Q3 2019
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-13.8K- 13.75% |
$730K - $746K
|
86.4K
$4.75M
|
|
Nov 12, 2019
Q3 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-14.6K- 5.11% |
$776K - $793K
|
272K
$15M
|
|
Nov 08, 2019
Q3 2019
|
Andesa Financial Management Inc.
|
SELL
|
- |
-15.3KClosed |
$811K - $828K
|
0
$0
|