Purchases and Sales Made in Q3 2020 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q3 2020. 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 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
269K+ 1877.68% |
$13.3M - $14.4M
|
283K
$14.9M
|
|
Nov 12, 2020
Q3 2020
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
158K+ 4.82% |
$7.84M - $8.47M
|
3.44M
$181M
|
|
Nov 13, 2020
Q3 2020
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72.2K+ 57.68% |
$3.58M - $3.87M
|
197K
$10.4M
|
|
Oct 06, 2020
Q3 2020
|
Crestwood Advisors Group LLC
|
BUY
|
- |
67.7K+ 17.79% |
$3.36M - $3.62M
|
448K
$23.6M
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
61.2K+ 6.64% |
$3.03M - $3.28M
|
983K
$51.9M
|
|
Nov 12, 2020
Q3 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
37.7KNew |
$1.87M - $2.02M
|
37.7K
$1.99M
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.4K+ 7.02% |
$1.16M - $1.25M
|
357K
$18.8M
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.99K+ 9.08% |
$496K - $535K
|
120K
$6.33M
|
|
Oct 20, 2020
Q3 2020
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.36K+ 6.77% |
$365K - $394K
|
116K
$6.12M
|
|
Nov 16, 2020
Q3 2020
|
Trilogy Capital Inc.
|
BUY
|
- |
6.99K+ 11.52% |
$347K - $375K
|
67.7K
$3.57M
|
|
Oct 21, 2020
Q3 2020
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.62KNew |
$279K - $301K
|
5.62K
$296K
|
|
Oct 09, 2020
Q3 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
5.26K+ 2.68% |
$261K - $282K
|
202K
$10.6M
|
|
Nov 03, 2020
Q3 2020
|
Allworth Financial LP
|
BUY
|
- |
4.59K+ 22.77% |
$227K - $246K
|
24.7K
$1.3M
|
|
Nov 16, 2020
Q3 2020
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.5K+ 18.65% |
$223K - $241K
|
28.6K
$1.51M
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.85K+ 3.04% |
$141K - $153K
|
96.6K
$5.09M
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.77K+ 3.78% |
$137K - $148K
|
76K
$4.01M
|
|
Nov 20, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.32KNew |
$115K - $124K
|
2.32K
$122K
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
1.67K+ 3.2% |
$82.8K - $89.4K
|
53.8K
$2.84M
|
|
Nov 05, 2020
Q3 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.38K+ 5.95% |
$68.2K - $73.7K
|
24.5K
$1.29M
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 9.12% |
$60.4K - $65.2K
|
14.6K
$768K
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.03KNew |
$50.9K - $55K
|
1.03K
$54.1K
|
|
Nov 12, 2020
Q3 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
862+ 2.54% |
$42.7K - $46.2K
|
34.8K
$1.84M
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
813New |
$40.3K - $43.5K
|
813
$42.9K
|
|
Oct 27, 2020
Q3 2020
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
692+ 0.81% |
$34.3K - $37.1K
|
86.4K
$4.56M
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
647+ 3.35% |
$32.1K - $34.7K
|
19.9K
$1.05M
|
|
Oct 16, 2020
Q3 2020
|
Valicenti Advisory Services Inc
|
BUY
|
- |
429+ 2.5% |
$21.3K - $23K
|
17.6K
$928K
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
150New |
$7.44K - $8.03K
|
150
$7.91K
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
104New |
$5.16K - $5.57K
|
104
$5.49K
|
|
Nov 04, 2020
Q3 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
63+ 0.97% |
$3.12K - $3.37K
|
6.53K
$345K
|
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
45+ 0.86% |
$2.23K - $2.41K
|
5.31K
$280K
|
|
Nov 12, 2020
Q3 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
43New |
$2.13K - $2.3K
|
43
$2.27K
|
|
Oct 13, 2020
Q3 2020
|
Sym Financial Corp
|
BUY
|
- |
10+ 0.33% |
$496 - $536
|
3.02K
$159K
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.89% |
$298 - $321
|
678
$35.8K
|
|
Nov 12, 2020
Q3 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4+ 0.03% |
$198 - $214
|
11.6K
$614K
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-67- 5.58% |
$3.32K - $3.59K
|
1.13K
$59.8K
|
|
Oct 23, 2020
Q3 2020
|
Hudock, Inc.
|
SELL
|
- |
-67- 38.51% |
$3.32K - $3.59K
|
107
$5.64K
|
|
Nov 12, 2020
Q3 2020
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-100- 12.5% |
$4.96K - $5.36K
|
700
$36.9K
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-135- 0.35% |
$6.69K - $7.23K
|
38.7K
$2.04M
|
|
Nov 13, 2020
Q3 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-160- 2.42% |
$7.93K - $8.57K
|
6.46K
$341K
|
|
Oct 29, 2020
Q3 2020
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-187- 11.07% |
$9.27K - $10K
|
1.5K
$79.2K
|
|
Nov 13, 2020
Q3 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-189- 34.3% |
$9.37K - $10.1K
|
362
$19.1K
|
|
Oct 14, 2020
Q3 2020
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-218- 0.2% |
$10.8K - $11.7K
|
108K
$5.71M
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-249Closed |
$12.3K - $13.3K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-284- 4.79% |
$14.1K - $15.2K
|
5.65K
$298K
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-379- 5.89% |
$18.8K - $20.3K
|
6.06K
$319K
|
|
Nov 12, 2020
Q3 2020
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-400- 6.25% |
$19.8K - $21.4K
|
6K
$317K
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-402- 0.58% |
$19.9K - $21.5K
|
68.9K
$3.64M
|
|
Dec 21, 2020
Q3 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-440- 1.95% |
$21.8K - $23.6K
|
22.1K
$1.16M
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-587- 4.38% |
$29.1K - $31.4K
|
12.8K
$676K
|