Purchases and Sales Made in Q3 2024 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.8M+ 671034.12% |
$856M - $962M
|
15.8M
$858M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 20.75% |
$878K - $987K
|
94.5K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.41K+ 96.93% |
$509K - $572K
|
19.1K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.96K+ 27.55% |
$430K - $484K
|
36.8K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
7.95KNew |
$430K - $483K
|
7.95K
$431K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.14K+ 8.57% |
$386K - $434K
|
90.5K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.83K+ 2.6% |
$369K - $415K
|
269K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.33KNew |
$234K - $263K
|
4.33K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.93K+ 16.07% |
$213K - $239K
|
28.4K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.56K+ 349.9% |
$192K - $216K
|
4.57K
$248K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.36KNew |
$182K - $204K
|
3.36K
$182K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.34KNew |
$181K - $203K
|
3.34K
$181K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.21K+ 1.5% |
$120K - $135K
|
150K
$8.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.96K+ 3.79% |
$106K - $119K
|
53.6K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 4.08% |
$83.6K - $94K
|
39.4K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.5K+ 0.46% |
$81K - $91K
|
325K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.27K+ 29.75% |
$68.7K - $77.2K
|
5.53K
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.12K+ 2.92% |
$60.5K - $68K
|
39.4K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 19.6% |
$59.8K - $67.3K
|
6.75K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.05K+ 0.75% |
$56.8K - $63.9K
|
140K
$7.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
791+ 1.52% |
$42.8K - $48.1K
|
52.8K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
620+ 12.89% |
$33.5K - $37.7K
|
5.43K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
572+ 1.92% |
$30.9K - $34.8K
|
30.4K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
540+ 20.73% |
$29.2K - $32.8K
|
3.15K
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
520+ 8.51% |
$28.1K - $31.6K
|
6.63K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
362+ 6.2% |
$19.6K - $22K
|
6.2K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
334New |
$18.1K - $20.3K
|
334
$18.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
332+ 2.3% |
$18K - $20.2K
|
14.8K
$801K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
319+ 3.04% |
$17.3K - $19.4K
|
10.8K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
264+ 2.34% |
$14.3K - $16.1K
|
11.5K
$625K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
215New |
$11.6K - $13.1K
|
215
$11.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
212+ 1.9% |
$11.5K - $12.9K
|
11.3K
$615K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
209+ 5.08% |
$11.3K - $12.7K
|
4.32K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
134+ 1.89% |
$7.25K - $8.15K
|
7.22K
$391K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
131+ 1.5% |
$7.09K - $7.97K
|
8.88K
$481K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58+ 1.05% |
$3.14K - $3.53K
|
5.6K
$304K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.84K - $2.07K
|
34
$1.84K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15+ 0.31% |
$812 - $912
|
4.84K
$263K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 1.08% |
$649 - $730
|
1.13K
$61K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.71% |
$595 - $669
|
1.57K
$85.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6+ 0.06% |
$325 - $365
|
9.74K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4+ 133.33% |
$216 - $243
|
7
$379
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
4+ 0.02% |
$216 - $243
|
17.5K
$949K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.75% |
$108 - $122
|
268
$14.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.25% |
$54.1 - $60.8
|
401
$21.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1- 0.02% |
$54.1 - $60.8
|
5.71K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.6% |
$54.1 - $60.8
|
166
$9K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.83% |
$216 - $243
|
477
$25.9K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-37- 0.2% |
$2K - $2.25K
|
18.5K
$1M
|