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 |
---|---|---|---|---|---|---|---|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
292+ 109.36% |
$15.2K - $16.8K
|
559
$29.5K
|
|
Jan 30, 2020
Q4 2019
|
Parallel Advisors, LLC
|
BUY
|
- |
285New |
$14.8K - $16.4K
|
285
$15K
|
|
Aug 30, 2021
Q4 2019
|
Retirement Group, LLC
|
BUY
|
- |
252New |
$13.1K - $14.5K
|
252
$13.3K
|
|
Jan 24, 2020
Q4 2019
|
First Personal Financial Services
|
BUY
|
- |
228New |
$11.8K - $13.1K
|
228
$12K
|
|
Feb 27, 2020
Q4 2019
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
175New |
$9.09K - $10.1K
|
175
$9.23K
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
169+ 2.8% |
$8.78K - $9.74K
|
6.2K
$327K
|
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
103New |
$5.35K - $5.93K
|
103
$5.43K
|
|
Feb 10, 2020
Q4 2019
|
Jnba Financial Advisors
|
BUY
|
- |
99New |
$5.14K - $5.7K
|
99
$5.22K
|
|
Jan 21, 2020
Q4 2019
|
Valicenti Advisory Services Inc
|
BUY
|
- |
87+ 0.63% |
$4.52K - $5.01K
|
13.8K
$729K
|
|
Feb 12, 2020
Q4 2019
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
66New |
$3.43K - $3.8K
|
66
$3.48K
|
|
Jan 23, 2020
Q4 2019
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
44+ 0.15% |
$2.28K - $2.53K
|
29.8K
$1.57M
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44+ 0.49% |
$2.28K - $2.53K
|
8.96K
$473K
|
|
Jan 27, 2020
Q4 2019
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
33+ 1.54% |
$1.71K - $1.9K
|
2.18K
$115K
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11+ 0.05% |
$571 - $634
|
22.4K
$1.18M
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-21- 0.3% |
$1.09K - $1.21K
|
6.92K
$365K
|
|
Feb 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-46- 1.52% |
$2.39K - $2.65K
|
2.98K
$157K
|
|
Feb 13, 2020
Q4 2019
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-73- 1.54% |
$3.79K - $4.21K
|
4.68K
$247K
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-98Closed |
$5.09K - $5.65K
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-106- 1.52% |
$5.5K - $6.11K
|
6.86K
$362K
|
|
Feb 07, 2020
Q4 2019
|
Sns Financial Group, LLC
|
SELL
|
- |
-113- 1.68% |
$5.87K - $6.51K
|
6.62K
$349K
|
|
Feb 06, 2020
Q4 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-117- 2.15% |
$6.08K - $6.74K
|
5.33K
$281K
|
|
Jan 07, 2020
Q4 2019
|
Cooper Financial Group
|
SELL
|
- |
-137- 1.05% |
$7.11K - $7.89K
|
12.9K
$679K
|
|
Jan 17, 2020
Q4 2019
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-143- 3.44% |
$7.43K - $8.24K
|
4.02K
$212K
|
|
Jan 15, 2020
Q4 2019
|
Ims Capital Management
|
SELL
|
- |
-150- 3.39% |
$7.79K - $8.64K
|
4.27K
$225K
|
|
Jan 21, 2020
Q4 2019
|
Astor Investment Management LLC
|
SELL
|
- |
-150Closed |
$7.79K - $8.64K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-153- 0.04% |
$7.95K - $8.81K
|
401K
$21.1M
|
|
Feb 05, 2020
Q4 2019
|
Horan Securities, Inc.
|
SELL
|
- |
-164Closed |
$8.52K - $9.45K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-167- 0.17% |
$8.67K - $9.62K
|
99.9K
$5.27M
|
|
Feb 05, 2020
Q4 2019
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-179- 1.2% |
$9.3K - $10.3K
|
14.7K
$776K
|
|
Jan 21, 2020
Q4 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-211- 0.22% |
$11K - $12.2K
|
96.3K
$5.08M
|
|
Jan 17, 2020
Q4 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-249- 5.9% |
$12.9K - $14.3K
|
3.97K
$209K
|
|
Aug 13, 2024
Q4 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-262Closed |
$13.6K - $15.1K
|
0
$0
|
|
Sep 14, 2021
Q4 2019
|
Cwm, LLC
|
SELL
|
- |
-292- 52.24% |
$15.2K - $16.8K
|
267
$14.1K
|
|
Jul 24, 2024
Q4 2019
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-294- 5.81% |
$15.3K - $16.9K
|
4.76K
$251K
|
|
Feb 14, 2020
Q4 2019
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-465- 1.47% |
$24.1K - $26.8K
|
31.3K
$1.65M
|
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-566- 0.67% |
$29.4K - $32.6K
|
83.8K
$4.42M
|
|
Feb 13, 2020
Q4 2019
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-600- 8.57% |
$31.2K - $34.6K
|
6.4K
$338K
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-630- 9.27% |
$32.7K - $36.3K
|
6.17K
$325K
|
|
Jan 17, 2020
Q4 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-770Closed |
$40K - $44.4K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
SELL
|
- |
-815- 0.67% |
$42.3K - $47K
|
120K
$6.35M
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-816- 17.6% |
$42.4K - $47K
|
3.82K
$202K
|
|
Jan 14, 2020
Q4 2019
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.02K- 10.29% |
$53K - $58.8K
|
8.9K
$469K
|
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.25K- 22.19% |
$64.8K - $71.8K
|
4.37K
$231K
|
|
Feb 07, 2020
Q4 2019
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.73K- 2.0% |
$89.8K - $99.6K
|
84.7K
$4.47M
|
|
Feb 06, 2020
Q4 2019
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.82K- 2.09% |
$94.6K - $105K
|
85.3K
$4.5M
|
|
Feb 06, 2020
Q4 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.13K- 4.36% |
$111K - $123K
|
46.7K
$2.46M
|
|
Feb 18, 2020
Q4 2019
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.37K- 2.04% |
$123K - $136K
|
113K
$5.99M
|
|
Feb 14, 2020
Q4 2019
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.1K- 4.41% |
$161K - $179K
|
67.2K
$3.55M
|
|
Feb 18, 2020
Q4 2019
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.35K- 20.95% |
$174K - $193K
|
12.7K
$667K
|