Purchases and Sales Made in Q3 2021 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q3 2021. 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 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
547KNew |
$33M - $35M
|
547K
$29.7M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
507KNew |
$30.6M - $32.4M
|
507K
$27.5M
|
|
Oct 26, 2021
Q3 2021
|
Elm Partners Management LLC
|
BUY
|
- |
320KNew |
$19.3M - $20.5M
|
320K
$17.3M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
313K+ 7.87% |
$18.9M - $20M
|
4.28M
$232M
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
151KNew |
$9.13M - $9.7M
|
151K
$8.21M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.2KNew |
$3.69M - $3.92M
|
61.2K
$3.32M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.8K+ 21.92% |
$2.22M - $2.36M
|
205K
$11.1M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.2KNew |
$1.58M - $1.68M
|
26.2K
$1.42M
|
|
Nov 03, 2021
Q3 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
22.5KNew |
$1.35M - $1.44M
|
22.5K
$1.22M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.3K+ 4.51% |
$1.29M - $1.37M
|
495K
$26.8M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
15.8K+ 38.82% |
$951K - $1.01M
|
56.4K
$3.06M
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
14.3K+ 24.09% |
$860K - $913K
|
73.5K
$3.98M
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
10.6K+ 4.37% |
$640K - $679K
|
254K
$13.7M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
10.5K+ 34.77% |
$633K - $672K
|
40.7K
$2.21M
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
9.54K+ 13.1% |
$575K - $610K
|
82.3K
$4.46M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.36K+ 5.27% |
$564K - $599K
|
187K
$10.1M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.6K+ 2.56% |
$518K - $550K
|
344K
$18.7M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.77K+ 3.78% |
$408K - $433K
|
186K
$10.1M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.18K+ 19.27% |
$373K - $396K
|
38.3K
$2.07M
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.81KNew |
$351K - $372K
|
5.81K
$315K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.36KNew |
$263K - $279K
|
4.36K
$236K
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.2KNew |
$253K - $269K
|
4.2K
$228K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.19K+ 28.41% |
$253K - $268K
|
18.9K
$1.03M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.91K+ 2.88% |
$176K - $186K
|
104K
$5.65M
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.5K+ 18.98% |
$151K - $160K
|
15.7K
$850K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.35K+ 5.22% |
$142K - $151K
|
47.4K
$2.57M
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.87KNew |
$113K - $120K
|
1.87K
$102K
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.54K+ 38.2% |
$93K - $98.7K
|
5.58K
$302K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.09K+ 3.39% |
$66K - $70K
|
33.4K
$1.81M
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.07KNew |
$64.5K - $68.4K
|
1.07K
$58K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.03K+ 6.44% |
$62.2K - $66K
|
17.1K
$924K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1KNew |
$60.5K - $64.2K
|
1K
$54.4K
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
989+ 6.18% |
$59.6K - $63.3K
|
17K
$921K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
955+ 1.77% |
$57.6K - $61.1K
|
55K
$2.98M
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
910+ 2.09% |
$54.9K - $58.3K
|
44.5K
$2.41M
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
905+ 2.37% |
$54.6K - $57.9K
|
39.2K
$2.12M
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
839+ 0.7% |
$50.6K - $53.7K
|
121K
$6.56M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
819New |
$49.4K - $52.4K
|
819
$44.4K
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
669+ 3.47% |
$40.3K - $42.8K
|
19.9K
$1.08M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
495+ 12.98% |
$29.9K - $31.7K
|
4.31K
$234K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
417New |
$25.1K - $26.7K
|
417
$22.6K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
314+ 4.67% |
$18.9K - $20.1K
|
7.04K
$381K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
287New |
$17.3K - $18.4K
|
287
$15.6K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
286+ 0.76% |
$17.2K - $18.3K
|
38K
$2.06M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
210New |
$12.7K - $13.4K
|
210
$11.4K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
175New |
$10.6K - $11.2K
|
175
$9.49K
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
155+ 2.34% |
$9.35K - $9.92K
|
6.78K
$367K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
155+ 0.69% |
$9.35K - $9.92K
|
22.5K
$1.22M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
111+ 0.15% |
$6.69K - $7.11K
|
73.6K
$3.99M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
103+ 1.02% |
$6.21K - $6.59K
|
10.2K
$553K
|