Purchases and Sales Made in Q3 2025 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q3 2025. 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 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.3KNew |
$649K - $699K
|
10.3K
$680K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.35KNew |
$590K - $635K
|
9.35K
$619K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3.78K+ 35.52% |
$238K - $257K
|
14.4K
$953K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.44K+ 2.13% |
$217K - $234K
|
165K
$10.9M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.18K+ 10.76% |
$201K - $216K
|
32.7K
$2.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.57K+ 13.79% |
$99.1K - $107K
|
13K
$857K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.56K+ 17.01% |
$98.8K - $106K
|
10.8K
$712K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
258+ 3.88% |
$16.3K - $17.5K
|
6.91K
$458K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
191+ 20.94% |
$12.1K - $13K
|
1.1K
$73K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48New |
$3.03K - $3.26K
|
48
$3.18K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
21+ 0.67% |
$1.33K - $1.43K
|
3.17K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
15+ 0.08% |
$947 - $1.02K
|
18.3K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11+ 0.33% |
$695 - $748
|
3.32K
$220K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-9- 0.1% |
$568 - $612
|
9.37K
$620K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-11- 0.08% |
$695 - $748
|
13.9K
$921K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-15- 0.45% |
$947 - $1.02K
|
3.33K
$220K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-66- 0.33% |
$4.17K - $4.49K
|
20K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-679- 7.96% |
$42.9K - $46.1K
|
7.85K
$520K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.28K- 7.31% |
$80.7K - $86.9K
|
16.2K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.4K- 0.67% |
$88.6K - $95.4K
|
208K
$13.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 70.52% |
$897K - $966K
|
5.94K
$393K
|