Purchases and Sales Made in Q4 2018 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q4 2018. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2019
Q4 2018
|
Crestwood Advisors Group LLC
|
BUY
|
- |
913KNew |
N/A
|
913K
$48.2M
|
|
|
Feb 13, 2019
Q4 2018
|
Pacific Financial Group Inc
|
BUY
|
- |
584KNew |
N/A
|
584K
$30.8M
|
|
|
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
428K+ 3590.09% |
N/A
|
440K
$23.2M
|
|
|
Feb 13, 2019
Q4 2018
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
151KNew |
N/A
|
151K
$7.94M
|
|
|
Feb 14, 2019
Q4 2018
|
Argi Investment Services, LLC
|
BUY
|
- |
107K+ 6.73% |
N/A
|
1.7M
$89.6M
|
|
|
Feb 14, 2019
Q4 2018
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
106K+ 70.95% |
N/A
|
254K
$13.4M
|
|
|
Feb 15, 2019
Q4 2018
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
94.9K+ 56.95% |
N/A
|
262K
$13.8M
|
|
|
Jan 31, 2019
Q4 2018
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
68.2K+ 217.21% |
N/A
|
99.6K
$5.25M
|
|
|
Jan 30, 2019
Q4 2018
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
67.2K+ 142.56% |
N/A
|
114K
$6.03M
|
|
|
Feb 07, 2019
Q4 2018
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
58.8K+ 217.85% |
N/A
|
85.8K
$4.53M
|
|
|
Feb 13, 2020
Q4 2018
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
58.1K+ 16.44% |
N/A
|
411K
$21.7M
|
|
|
Jan 29, 2019
Q4 2018
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
51KNew |
N/A
|
51K
$2.69M
|
|
|
Feb 13, 2019
Q4 2018
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
48.8KNew |
N/A
|
48.8K
$2.57M
|
|
|
Feb 13, 2019
Q4 2018
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.6KNew |
N/A
|
48.6K
$2.56M
|
|
|
Feb 14, 2019
Q4 2018
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
48K+ 12.25% |
N/A
|
440K
$23.2M
|
|
|
Feb 04, 2019
Q4 2018
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
37.4K+ 75.62% |
N/A
|
86.8K
$4.58M
|
|
|
Feb 14, 2019
Q4 2018
|
Edge Capital Group, LLC
|
BUY
|
- |
34.7KNew |
N/A
|
34.7K
$1.83M
|
|
|
Jan 17, 2019
Q4 2018
|
Appleton Partners Inc
|
BUY
|
- |
34KNew |
N/A
|
34K
$1.79M
|
|
|
Feb 11, 2019
Q4 2018
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.6K+ 39.68% |
N/A
|
115K
$6.06M
|
|
|
Jan 30, 2019
Q4 2018
|
Mai Capital Management
|
BUY
|
- |
30.7K+ 320.83% |
N/A
|
40.2K
$2.12M
|
|
|
Jan 17, 2019
Q4 2018
|
Cooper Financial Group
|
BUY
|
- |
29.3KNew |
N/A
|
29.3K
$1.55M
|
|
|
Feb 13, 2019
Q4 2018
|
Assetmark, Inc
|
BUY
|
- |
25.4K+ 19.98% |
N/A
|
153K
$8.05M
|
|
|
Feb 12, 2019
Q4 2018
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
22.7K+ 61.15% |
N/A
|
59.8K
$3.16M
|
|
|
Jan 25, 2019
Q4 2018
|
Cwm, LLC
|
BUY
|
- |
21.8K+ 150.98% |
N/A
|
36.2K
$1.91M
|
|
|
Jan 24, 2019
Q4 2018
|
Andesa Financial Management Inc.
|
BUY
|
- |
20.5KNew |
N/A
|
20.5K
$1.08M
|
|
|
Feb 07, 2019
Q4 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
16.9K+ 78.62% |
N/A
|
38.4K
$2.03M
|
|
|
Jun 12, 2019
Q4 2018
|
First National Corp
|
BUY
|
- |
16.3KNew |
N/A
|
16.3K
$861K
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
BUY
|
- |
15K+ 2.74% |
N/A
|
564K
$29.8M
|
|
|
Feb 07, 2019
Q4 2018
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
14.8K+ 737.5% |
N/A
|
16.8K
$884K
|
|
|
Feb 15, 2019
Q4 2018
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
13.9K+ 117.34% |
N/A
|
25.8K
$1.36M
|
|
|
Feb 04, 2019
Q4 2018
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13.4K+ 1776.95% |
N/A
|
14.2K
$748K
|
|
|
Feb 14, 2019
Q4 2018
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 38.38% |
N/A
|
46.3K
$2.44M
|
|
|
Jan 22, 2019
Q4 2018
|
Valicenti Advisory Services Inc
|
BUY
|
- |
12.6KNew |
N/A
|
12.6K
$665K
|
|
|
Feb 14, 2019
Q4 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11.9K+ 11.67% |
N/A
|
113K
$5.99M
|
|
|
Feb 06, 2019
Q4 2018
|
Thornburg Investment Management Inc
|
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$602K
|
|
|
Jan 16, 2019
Q4 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.78KNew |
N/A
|
6.78K
$358K
|
|
|
Feb 14, 2019
Q4 2018
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.07KNew |
N/A
|
6.07K
$320K
|
|
|
Feb 11, 2019
Q4 2018
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.06KNew |
N/A
|
6.06K
$320K
|
|
|
Feb 14, 2019
Q4 2018
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.05KNew |
N/A
|
6.05K
$319K
|
|
|
Feb 12, 2019
Q4 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.73KNew |
N/A
|
5.73K
$302K
|
|
|
Jan 30, 2019
Q4 2018
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.39KNew |
N/A
|
5.39K
$284K
|
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$222K
|
|
|
Feb 08, 2019
Q4 2018
|
Time Scale Financial, Inc.
|
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$221K
|
|
|
Jan 23, 2019
Q4 2018
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.01KNew |
N/A
|
4.01K
$212K
|
|
|
Feb 14, 2019
Q4 2018
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.26K+ 6.28% |
N/A
|
55.1K
$2.9M
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.75K+ 97.52% |
N/A
|
5.57K
$294K
|
|
|
Feb 08, 2019
Q4 2018
|
Lincoln National Corp
|
BUY
|
- |
2.61K+ 53.62% |
N/A
|
7.47K
$394K
|
|
|
Feb 01, 2019
Q4 2018
|
Essex Savings Bank
|
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$105K
|
|
|
Feb 13, 2019
Q4 2018
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$89.4K
|
|
|
Feb 13, 2019
Q4 2018
|
Sym Financial Corp
|
BUY
|
- |
675+ 30.86% |
N/A
|
2.86K
$151K
|