Purchases and Sales Made in Q4 2019 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q4 2019. 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 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
302K+ 1010.35% |
$15.7M - $17.4M
|
331K
$17.5M
|
|
|
Feb 05, 2020
Q4 2019
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
173K+ 8.77% |
$8.99M - $9.97M
|
2.15M
$113M
|
|
|
Jan 07, 2020
Q4 2019
|
Pacific Financial Group Inc
|
BUY
|
- |
118K+ 19.2% |
$6.11M - $6.78M
|
731K
$38.6M
|
|
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
BUY
|
- |
69.2K+ 210.76% |
$3.59M - $3.98M
|
102K
$5.38M
|
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
59.6KNew |
$3.1M - $3.43M
|
59.6K
$3.14M
|
|
|
Jun 17, 2024
Q4 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
47.1KNew |
$2.44M - $2.71M
|
47.1K
$2.48M
|
|
|
Feb 13, 2020
Q4 2019
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
44.6K+ 6.74% |
$2.32M - $2.57M
|
706K
$37.2M
|
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
38.9KNew |
$2.02M - $2.24M
|
38.9K
$2.05M
|
|
|
Feb 20, 2020
Q4 2019
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.5K+ 51.55% |
$1.53M - $1.7M
|
86.9K
$4.58M
|
|
|
Feb 12, 2020
Q4 2019
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
21.8K+ 20.12% |
$1.13M - $1.26M
|
130K
$6.87M
|
|
|
May 15, 2020
Q4 2019
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.4K+ 13.77% |
$1.01M - $1.12M
|
160K
$8.45M
|
|
|
Feb 10, 2020
Q4 2019
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
18.6KNew |
$964K - $1.07M
|
18.6K
$980K
|
|
|
Feb 07, 2020
Q4 2019
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
17.1KNew |
$887K - $984K
|
17.1K
$901K
|
|
|
Jan 23, 2020
Q4 2019
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
16.9K+ 13.68% |
$877K - $973K
|
140K
$7.4M
|
|
|
Feb 14, 2020
Q4 2019
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.2KNew |
$840K - $932K
|
16.2K
$854K
|
|
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
14.6KNew |
$757K - $840K
|
14.6K
$769K
|
|
|
Jan 27, 2020
Q4 2019
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
14K+ 32.14% |
$725K - $804K
|
57.4K
$3.03M
|
|
|
Jan 15, 2020
Q4 2019
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
12.2K+ 29.77% |
$633K - $702K
|
53.1K
$2.8M
|
|
|
Feb 11, 2020
Q4 2019
|
Assetmark, Inc
|
BUY
|
- |
11.4K+ 4.27% |
$592K - $657K
|
278K
$14.7M
|
|
|
Jan 21, 2020
Q4 2019
|
Rvw Wealth, LLC
|
BUY
|
- |
9.86K+ 5.97% |
$512K - $568K
|
175K
$9.24M
|
|
|
Feb 12, 2020
Q4 2019
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.82K+ 1.16% |
$510K - $566K
|
856K
$45.2M
|
|
|
Jan 29, 2020
Q4 2019
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.99KNew |
$467K - $518K
|
8.99K
$474K
|
|
|
Feb 10, 2020
Q4 2019
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.11K+ 9.52% |
$421K - $467K
|
93.3K
$4.92M
|
|
|
Feb 11, 2020
Q4 2019
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.68K+ 19.26% |
$399K - $442K
|
47.5K
$2.51M
|
|
|
Jan 16, 2020
Q4 2019
|
Allworth Financial LP
|
BUY
|
- |
6.76K+ 78.68% |
$351K - $390K
|
15.4K
$810K
|
|
|
Feb 07, 2020
Q4 2019
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.25K+ 30.48% |
$272K - $302K
|
22.5K
$1.18M
|
|
|
Jan 23, 2020
Q4 2019
|
Spc Financial, Inc.
|
BUY
|
- |
5.09K+ 14.24% |
$264K - $293K
|
40.8K
$2.15M
|
|
|
Feb 04, 2020
Q4 2019
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.73KNew |
$246K - $273K
|
4.73K
$250K
|
|
|
Feb 27, 2020
Q4 2019
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.32KNew |
$225K - $249K
|
4.32K
$228K
|
|
|
Feb 14, 2020
Q4 2019
|
Heron Financial Group, LLC
|
BUY
|
- |
4.17KNew |
$216K - $240K
|
4.17K
$220K
|
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.82K+ 46.1% |
$198K - $220K
|
12.1K
$638K
|
|
|
Feb 13, 2020
Q4 2019
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.72KNew |
$193K - $214K
|
3.72K
$196K
|
|
|
Feb 12, 2020
Q4 2019
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.56K+ 50.04% |
$185K - $205K
|
10.7K
$562K
|
|
|
Feb 10, 2020
Q4 2019
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.55KNew |
$133K - $147K
|
2.55K
$135K
|
|
|
Feb 07, 2020
Q4 2019
|
Lincoln National Corp
|
BUY
|
- |
1.91K+ 2.98% |
$98.9K - $110K
|
65.8K
$3.47M
|
|
|
Feb 03, 2020
Q4 2019
|
Mai Capital Management
|
BUY
|
- |
1.51K+ 3.36% |
$78.2K - $86.7K
|
46.4K
$2.45M
|
|
|
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.5K+ 1.01% |
$77.9K - $86.4K
|
150K
$7.89M
|
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.17K+ 11.42% |
$60.7K - $67.3K
|
11.4K
$602K
|
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1KNew |
$52.1K - $57.8K
|
1K
$52.9K
|
|
|
Jan 31, 2020
Q4 2019
|
First National Corp
|
BUY
|
- |
977+ 6.54% |
$50.7K - $56.3K
|
15.9K
$839K
|
|
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
850New |
$44.1K - $49K
|
850
$44.8K
|
|
|
Feb 10, 2020
Q4 2019
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
800+ 4.18% |
$41.5K - $46.1K
|
19.9K
$1.05M
|
|
|
Jan 30, 2020
Q4 2019
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
775+ 0.64% |
$40.2K - $44.6K
|
121K
$6.38M
|
|
|
Feb 13, 2020
Q4 2019
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
593New |
$30.8K - $34.2K
|
593
$31.3K
|
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
553+ 0.98% |
$28.7K - $31.9K
|
56.8K
$3M
|
|
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
468New |
$24.3K - $27K
|
468
$24.7K
|
|
|
Jan 30, 2020
Q4 2019
|
Sonata Capital Group Inc
|
BUY
|
- |
453+ 2.11% |
$23.5K - $26.1K
|
21.9K
$1.16M
|
|
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
403+ 14.05% |
$20.9K - $23.2K
|
3.27K
$173K
|
|
|
Feb 07, 2020
Q4 2019
|
Ifg Advisory, LLC
|
BUY
|
- |
344+ 9.08% |
$17.9K - $19.8K
|
4.13K
$218K
|
|
|
Feb 14, 2020
Q4 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
295+ 4.34% |
$15.3K - $17K
|
7.09K
$374K
|