Purchases and Sales Made in Q3 2023 in Jp Morgan Diversified Return I (JPIN)

JPIN Quotes by TradingView

This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q3 2023. 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 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
201K
+ 32.25%
$10.2M - $10.9M
826K $44.8M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
114K
+ 1212.87%
$5.75M - $6.17M
124K $6.7M
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
38.9K
New
$1.96M - $2.1M
38.9K $2.11M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
36.7K
+ 43.71%
$1.85M - $1.98M
121K $6.53M
Dec 20, 2023 Q3 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
11.7K
New
$590K - $633K
11.7K $634K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.3K
+ 8.78%
$518K - $556K
127K $6.9M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7.7K
+ 79.9%
$388K - $416K
17.3K $939K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.82K
New
$294K - $315K
5.82K $316K
Nov 07, 2023 Q3 2023
Security Financial Services, Inc.

BUY
 -
4.32K
New
$218K - $234K
4.32K $234K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
3.84K
+ 46.46%
$194K - $208K
12.1K $656K
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
2.64K
+ 45.73%
$133K - $143K
8.42K $456K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.37K
+ 1.64%
$120K - $128K
147K $7.95M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
1.44K
+ 3.07%
$72.5K - $77.8K
48.2K $2.61M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.42K
New
$71.6K - $76.8K
1.42K $77K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.23K
+ 4.33%
$62K - $66.6K
29.6K $1.61M
Oct 18, 2023 Q3 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
793
+ 3.51%
$40K - $42.9K
23.4K $1.27M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
748
+ 3.84%
$37.7K - $40.5K
20.2K $1.1M
Oct 18, 2023 Q3 2023
Valicenti Advisory Services Inc

BUY
 -
683
+ 2.88%
$34.4K - $37K
24.4K $1.32M
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
642
+ 10.34%
$32.4K - $34.7K
6.85K $372K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
540
+ 1.32%
$27.2K - $29.2K
41.4K $2.24M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
414
+ 38.23%
$20.9K - $22.4K
1.5K $81.2K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
289
+ 9.7%
$14.6K - $15.6K
3.27K $177K
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
200
+ 2.38%
$10.1K - $10.8K
8.62K $467K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
178
+ 2.57%
$8.98K - $9.63K
7.1K $385K
Nov 13, 2023 Q3 2023
Mendel Money Management

Northbrook, IL
BUY
 -
127
+ 1.61%
$6.4K - $6.87K
8.02K $435K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
46
+ 0.99%
$2.32K - $2.49K
4.67K $253K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
39
New
$1.97K - $2.11K
39 $2.11K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
39
New
$1.97K - $2.11K
39 $2.11K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
31
+ 0.03%
$1.56K - $1.68K
108K $5.86M
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
3
+ 0.95%
$151 - $162
319 $17.3K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-13
- 56.52%
$656 - $703
10 $542
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

SELL
 -
-30
- 0.63%
$1.51K - $1.62K
4.74K $257K
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-76
- 0.45%
$3.83K - $4.11K
16.7K $905K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-88
- 1.15%
$4.44K - $4.76K
7.58K $411K
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

SELL
 -
-96
- 0.13%
$4.84K - $5.19K
72.8K $3.94M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-162
- 4.98%
$8.17K - $8.77K
3.09K $168K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-179
- 2.92%
$9.03K - $9.69K
5.95K $323K
Oct 27, 2023 Q3 2023
Assetmark, Inc

SELL
 -
-180
- 98.36%
$9.08K - $9.74K
3 $163
Oct 10, 2023 Q3 2023
Apella Capital, LLC

SELL
 -
-206
- 0.89%
$10.4K - $11.1K
22.9K $1.24M
Oct 11, 2023 Q3 2023
Stonehearth Capital Management, LLC

SELL
 -
-222
- 1.16%
$11.2K - $12K
18.9K $1.02M
Nov 09, 2023 Q3 2023
Citigroup Inc

SELL
 -
-246
- 5.49%
$12.4K - $13.3K
4.23K $229K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-335
- 3.16%
$16.9K - $18.1K
10.3K $557K
Nov 03, 2023 Q3 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-360
- 2.18%
$18.2K - $19.5K
16.2K $875K
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-360
- 3.95%
$18.2K - $19.5K
8.76K $475K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

SELL
 -
-415
- 9.0%
$20.9K - $22.5K
4.2K $228K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-438
- 4.17%
$22.1K - $23.7K
10.1K $545K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-447
- 6.25%
$22.5K - $24.2K
6.71K $364K

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