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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 0.67% |
$3.38K - $3.59K
|
8.44K
$457K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
38+ 0.55% |
$2.29K - $2.43K
|
6.93K
$376K
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
33+ 0.91% |
$1.99K - $2.11K
|
3.66K
$198K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32+ 0.03% |
$1.93K - $2.05K
|
92.5K
$5.01M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26+ 0.39% |
$1.57K - $1.66K
|
6.76K
$366K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24+ 36.36% |
$1.45K - $1.54K
|
90
$4.88K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
16New |
$965 - $1.02K
|
16
$867
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.71% |
$422 - $448
|
993
$53.8K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.03% |
$121 - $128
|
6.1K
$331K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.2% |
$60.3 - $64
|
512
$27.8K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1- 5.0% |
$60.3 - $64
|
19
$1.03K
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-13- 2.34% |
$784 - $832
|
542
$29.4K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-47- 10.83% |
$2.83K - $3.01K
|
387
$21K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-76Closed |
$4.58K - $4.87K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-105- 2.07% |
$6.33K - $6.72K
|
4.97K
$269K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-112- 7.55% |
$6.75K - $7.17K
|
1.37K
$74.3K
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-130- 1.04% |
$7.84K - $8.32K
|
12.3K
$668K
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-134- 0.93% |
$8.08K - $8.58K
|
14.3K
$777K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-134- 0.59% |
$8.08K - $8.58K
|
22.5K
$1.22M
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-208- 7.99% |
$12.5K - $13.3K
|
2.4K
$130K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-209- 3.05% |
$12.6K - $13.4K
|
6.63K
$360K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-292- 6.37% |
$17.6K - $18.7K
|
4.29K
$233K
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-296- 1.27% |
$17.9K - $18.9K
|
23K
$1.25M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-309- 3.28% |
$18.6K - $19.8K
|
9.1K
$493K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-351Closed |
$21.2K - $22.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-416- 3.57% |
$25.1K - $26.6K
|
11.2K
$609K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-424Closed |
$25.6K - $27.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-500- 10.0% |
$30.2K - $32K
|
4.5K
$244K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-684- 7.68% |
$41.3K - $43.8K
|
8.23K
$446K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-739- 8.77% |
$44.6K - $47.3K
|
7.69K
$417K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-748- 42.52% |
$45.1K - $47.9K
|
1.01K
$54.8K
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-761- 6.33% |
$45.9K - $48.7K
|
11.3K
$611K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-812- 45.09% |
$49K - $52K
|
989
$53.6K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.02K- 2.34% |
$61.3K - $65.1K
|
42.5K
$2.3M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-1.1K- 18.62% |
$66.4K - $70.5K
|
4.81K
$261K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.29K- 5.38% |
$77.9K - $82.6K
|
22.7K
$1.23M
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.6K- 6.99% |
$217K - $231K
|
48K
$2.6M
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-4.64K- 2.23% |
$280K - $297K
|
203K
$11M
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.83KClosed |
$351K - $373K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.66K- 6.48% |
$402K - $426K
|
96.2K
$5.21M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-8.49K- 13.94% |
$512K - $543K
|
52.4K
$2.84M
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-10.4K- 27.55% |
$629K - $668K
|
27.4K
$1.49M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-13.6K- 5.28% |
$818K - $868K
|
243K
$13.2M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.6K- 76.11% |
$879K - $934K
|
4.58K
$248K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 2.28% |
$1.06M - $1.13M
|
756K
$41M
|