Purchases and Sales Made in Q4 2020 in Jp Morgan Diversified Return I (JPIN)

JPIN Quotes by TradingView

This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q4 2020. 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 10, 2021 Q4 2020
Wealth Enhancement Advisory Services, LLC

BUY
 -
262K
+ 7.61%
$13M - $15.3M
3.7M $195M
Feb 12, 2021 Q4 2020
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
191K
New
$9.52M - $11.2M
191K $10.1M
Feb 02, 2021 Q4 2020
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
137K
New
$6.82M - $8M
137K $7.22M
Feb 16, 2021 Q4 2020
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
108K
+ 336.38%
$5.39M - $6.32M
140K $7.4M
Jan 21, 2021 Q4 2020
Stonehearth Capital Management, LLC

BUY
 -
80.4K
+ 69.3%
$4.01M - $4.7M
196K $10.4M
Feb 09, 2021 Q4 2020
Crestwood Advisors Group LLC

BUY
 -
74.7K
+ 16.67%
$3.72M - $4.37M
523K $27.6M
Feb 04, 2021 Q4 2020
Galvin, Gaustad & Stein, LLC

BUY
 -
45.8K
New
$2.29M - $2.68M
45.8K $2.42M
Feb 16, 2021 Q4 2020
Source Financial Advisors LLC

New York, NY
BUY
 -
25.4K
New
$1.27M - $1.48M
25.4K $1.34M
Feb 12, 2021 Q4 2020
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
21.1K
+ 10.68%
$1.05M - $1.23M
218K $11.5M
Feb 10, 2021 Q4 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
19.9K
+ 5.58%
$992K - $1.16M
377K $19.9M
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

BUY
 -
10.9K
+ 7262.67%
$543K - $637K
11K $583K
Feb 16, 2021 Q4 2020
Interchange Capital Partners, LLC

BUY
 -
10.3K
New
$513K - $601K
10.3K $542K
Feb 16, 2021 Q4 2020
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
8.76K
New
$437K - $512K
8.76K $462K
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
8.26K
+ 10.87%
$412K - $483K
84.2K $4.44M
Feb 05, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
8.11K
New
$404K - $474K
8.11K $428K
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

BUY
 -
6.64K
+ 4.16%
$331K - $388K
166K $8.77M
Feb 12, 2021 Q4 2020
Bokf, Na

Tulsa, OK
BUY
 -
3.82K
New
$190K - $223K
3.82K $201K
Feb 03, 2021 Q4 2020
Wade G W & Inc

Wellesley, MA
BUY
 -
3.3K
+ 5.89%
$164K - $193K
59.3K $3.13M
Feb 11, 2021 Q4 2020
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
3.1K
+ 8.89%
$154K - $181K
37.9K $2M
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.43K
+ 12.16%
$121K - $142K
22.4K $1.18M
Jan 20, 2021 Q4 2020
Lex Aurum Advisors, LLC

BUY
 -
1.83K
+ 1.89%
$91K - $107K
98.4K $5.19M
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.71K
New
$85.1K - $99.8K
1.71K $90K
Feb 05, 2021 Q4 2020
Horan Securities, Inc.

BUY
 -
1.08K
+ 660.98%
$54K - $63.4K
1.25K $65.8K
Jan 15, 2021 Q4 2020
Patriot Financial Group Insurance Agency, LLC

BUY
 -
978
New
$48.8K - $57.2K
978 $51.6K
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
903
+ 71.38%
$45K - $52.8K
2.17K $114K
Jan 28, 2021 Q4 2020
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
873
+ 7.5%
$43.5K - $51K
12.5K $660K
Feb 18, 2021 Q4 2020
Truist Financial Corp

BUY
 -
840
+ 1.56%
$41.9K - $49.1K
54.6K $2.88M
Jan 26, 2021 Q4 2020
Allworth Financial LP

BUY
 -
787
+ 3.18%
$39.2K - $46K
25.5K $1.35M
Jan 26, 2021 Q4 2020
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
724
+ 0.67%
$36.1K - $42.3K
109K $5.75M
Jan 19, 2021 Q4 2020
Valicenti Advisory Services Inc

BUY
 -
682
+ 3.88%
$34K - $39.9K
18.3K $964K
Jan 29, 2021 Q4 2020
Stratos Wealth Partners, Ltd.

BUY
 -
678
+ 4.66%
$33.8K - $39.6K
15.2K $803K
Feb 08, 2021 Q4 2020
F Dx Advisors, Inc.

BUY
 -
486
+ 8.36%
$24.2K - $28.4K
6.3K $332K
Feb 10, 2021 Q4 2020
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
414
+ 1.69%
$20.6K - $24.2K
24.9K $1.32M
Feb 04, 2021 Q4 2020
Vestmark Advisory Solutions, Inc.

BUY
 -
408
+ 7.22%
$20.3K - $23.9K
6.06K $319K
Feb 08, 2021 Q4 2020
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
256
+ 0.46%
$12.8K - $15K
55.8K $2.94M
Feb 01, 2021 Q4 2020
Mc Carthy Asset Management, Inc.

BUY
 -
170
New
$8.48K - $9.94K
170 $8.97K
Feb 19, 2021 Q4 2020
Uma Financial Services, Inc.

BUY
 -
129
+ 1.97%
$6.43K - $7.54K
6.66K $351K
Feb 12, 2021 Q4 2020
Inspire Advisors, LLC

Meridian, ID
BUY
 -
84
New
$4.19K - $4.91K
84 $4.43K
Feb 04, 2021 Q4 2020
Us Bancorp \De\

BUY
 -
20
New
$997 - $1.17K
20 $1.06K
Feb 12, 2021 Q4 2020
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
11
+ 0.71%
$548 - $643
1.57K $82.9K
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
8
+ 0.71%
$399 - $468
1.14K $60.2K
Jan 28, 2021 Q4 2020
Time Scale Financial, Inc.

BUY
 -
4
+ 0.59%
$199 - $234
682 $36K
Feb 12, 2021 Q4 2020
Td Capital Management LLC

Memphis, TN
BUY
 -
3
+ 0.83%
$150 - $175
365 $19.3K
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 10, 2021 Q4 2020
Aptus Capital Advisors, LLC

SELL
 -
-8
- 9.2%
$399 - $468
79 $4.17K
Feb 11, 2021 Q4 2020
Steward Partners Investment Advisory, LLC

SELL
 -
-27
- 3.9%
$1.35K - $1.58K
665 $35.1K
Feb 16, 2021 Q4 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-29
- 4.68%
$1.45K - $1.7K
590 $31.1K
Jan 22, 2021 Q4 2020
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-39
- 0.69%
$1.94K - $2.28K
5.58K $294K
Feb 16, 2021 Q4 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-43
Closed
$2.14K - $2.51K
0 $0

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