Purchases and Sales Made in Q4 2020 in Jp Morgan Diversified Return I (JPIN)
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
|
Assetmark, Inc
|
SELL
|
- |
-60Closed |
$2.99K - $3.51K
|
0
$0
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100Closed |
$4.99K - $5.85K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-122- 0.95% |
$6.08K - $7.13K
|
12.7K
$670K
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-262- 0.98% |
$13.1K - $15.3K
|
26.6K
$1.4M
|
|
Mar 30, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-271- 3.34% |
$13.5K - $15.8K
|
7.84K
$414K
|
|
Feb 05, 2021
Q4 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-297- 4.6% |
$14.8K - $17.4K
|
6.16K
$325K
|
|
Jan 11, 2021
Q4 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-336- 6.67% |
$16.8K - $19.6K
|
4.7K
$248K
|
|
Jan 21, 2021
Q4 2020
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-369- 24.57% |
$18.4K - $21.6K
|
1.13K
$59.8K
|
|
Jan 21, 2021
Q4 2020
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-428- 2.91% |
$21.3K - $25K
|
14.3K
$753K
|
|
Feb 16, 2021
Q4 2020
|
Mai Capital Management
|
SELL
|
- |
-440- 6.57% |
$21.9K - $25.7K
|
6.26K
$330K
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-464- 63.56% |
$23.1K - $27.1K
|
266
$14K
|
|
Feb 04, 2021
Q4 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-487- 8.04% |
$24.3K - $28.5K
|
5.57K
$294K
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-498- 21.51% |
$24.8K - $29.1K
|
1.82K
$95.8K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-527- 10.49% |
$26.3K - $30.8K
|
4.5K
$237K
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-538- 1.39% |
$26.8K - $31.5K
|
38.2K
$2.02M
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-813Closed |
$40.5K - $47.5K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.07K- 7.98% |
$53.4K - $62.7K
|
12.4K
$652K
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 2.59% |
$55.9K - $65.5K
|
42.2K
$2.23M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.28K- 3.61% |
$64K - $75.1K
|
34.3K
$1.81M
|
|
Sep 10, 2024
Q4 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.33K- 25.09% |
$66.4K - $77.9K
|
3.98K
$210K
|
|
Feb 16, 2021
Q4 2020
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.4K- 4.91% |
$70K - $82.1K
|
27.2K
$1.44M
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-1.43K- 17.76% |
$71.5K - $83.8K
|
6.64K
$350K
|
|
Jan 19, 2021
Q4 2020
|
Appleton Partners Inc
|
SELL
|
- |
-1.63K- 9.27% |
$81.3K - $95.3K
|
16K
$842K
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.86K- 19.7% |
$92.7K - $109K
|
7.58K
$400K
|
|
Jan 08, 2021
Q4 2020
|
Old Port Advisors
|
SELL
|
- |
-2.11K- 11.96% |
$105K - $123K
|
15.5K
$818K
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.83K- 3.16% |
$141K - $165K
|
86.8K
$4.58M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.21K- 1.22% |
$160K - $188K
|
261K
$13.8M
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.98K- 10.04% |
$198K - $233K
|
35.7K
$1.88M
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.04K- 17.99% |
$201K - $236K
|
18.4K
$971K
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
SELL
|
- |
-4.34KClosed |
$217K - $254K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.81KClosed |
$240K - $281K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.98K- 40.51% |
$298K - $350K
|
8.79K
$464K
|
|
Feb 05, 2021
Q4 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.87K- 10.15% |
$343K - $402K
|
60.8K
$3.21M
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8KClosed |
$399K - $468K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-9.31K- 3.08% |
$464K - $545K
|
293K
$15.5M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.77K- 7.48% |
$487K - $571K
|
121K
$6.37M
|
|
Feb 03, 2021
Q4 2020
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-10.4K- 1.84% |
$518K - $608K
|
556K
$29.3M
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11.6KClosed |
$579K - $678K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-11.7K- 1.19% |
$582K - $683K
|
972K
$51.3M
|
|
Feb 16, 2021
Q4 2020
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-14.5KClosed |
$724K - $849K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-15.9K- 42.19% |
$792K - $929K
|
21.8K
$1.15M
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.7K- 6.82% |
$881K - $1.03M
|
241K
$12.7M
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.1K- 83.52% |
$1.3M - $1.53M
|
5.16K
$272K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.2K- 59.78% |
$2.05M - $2.41M
|
27.7K
$1.46M
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41.7K- 5.58% |
$2.08M - $2.44M
|
706K
$37.3M
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-84.6K- 29.9% |
$4.22M - $4.95M
|
198K
$10.5M
|
|
Feb 03, 2021
Q4 2020
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-86.4KClosed |
$4.31M - $5.05M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-115K- 95.78% |
$5.73M - $6.72M
|
5.07K
$267K
|