Purchases and Sales Made in Q4 2021 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q4 2021. 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 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
492K+ 11.5% |
$28.6M - $30.3M
|
4.77M
$259M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
138K+ 21.11% |
$8M - $8.48M
|
789K
$42.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
67.8KNew |
$3.94M - $4.18M
|
67.8K
$3.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.1K+ 17.64% |
$2.1M - $2.22M
|
241K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.3K+ 552.14% |
$1.47M - $1.56M
|
29.8K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 11.81% |
$1.3M - $1.37M
|
211K
$11.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19.2K+ 18.42% |
$1.12M - $1.18M
|
123K
$6.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.3K+ 7.09% |
$770K - $817K
|
200K
$10.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
9.75KNew |
$566K - $601K
|
9.75K
$528K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.52K+ 41.59% |
$379K - $402K
|
22.2K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.65K+ 24.85% |
$328K - $348K
|
28.4K
$1.54M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.38K+ 4.45% |
$313K - $332K
|
126K
$6.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.37K+ 6.52% |
$312K - $331K
|
87.7K
$4.75M
|
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.83K+ 21.52% |
$281K - $298K
|
27.3K
$1.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.58K+ 1.33% |
$266K - $282K
|
349K
$18.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.53KNew |
$205K - $217K
|
3.53K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.92K+ 12.94% |
$169K - $180K
|
25.5K
$1.38M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.74K+ 5.77% |
$159K - $169K
|
50.1K
$2.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
2.58K+ 6.35% |
$150K - $159K
|
43.3K
$2.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.85K+ 9.3% |
$108K - $114K
|
21.8K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
1.76K+ 11000.0% |
$102K - $108K
|
1.78K
$96.3K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.61KNew |
$93.6K - $99.2K
|
1.61K
$87.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5K+ 747.5% |
$86.9K - $92.1K
|
1.7K
$91.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.49K+ 26.74% |
$86.7K - $91.9K
|
7.07K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.22KNew |
$70.7K - $75K
|
1.22K
$66K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.09K+ 3.26% |
$63.1K - $66.9K
|
34.4K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.08KNew |
$62.6K - $66.4K
|
1.08K
$58.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.06K+ 2.7% |
$61.4K - $65.1K
|
40.2K
$2.18M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
573+ 3.02% |
$33.3K - $35.3K
|
19.5K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
443+ 1.16% |
$25.7K - $27.3K
|
38.7K
$2.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
180+ 25.17% |
$10.5K - $11.1K
|
895
$48.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
140New |
$8.14K - $8.63K
|
140
$7.59K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
116+ 0.68% |
$6.74K - $7.15K
|
17.2K
$931K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
114+ 1.96% |
$6.62K - $7.02K
|
5.93K
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
105+ 1.51% |
$6.1K - $6.47K
|
7.04K
$381K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
100New |
$5.81K - $6.16K
|
100
$5.42K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
90New |
$5.23K - $5.55K
|
90
$4.88K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
64+ 5.99% |
$3.72K - $3.94K
|
1.13K
$61.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
38+ 3.01% |
$2.21K - $2.34K
|
1.3K
$70.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
36+ 2.63% |
$2.09K - $2.22K
|
1.41K
$76.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
32New |
$1.86K - $1.97K
|
32
$1.73K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
22+ 0.04% |
$1.28K - $1.36K
|
52.4K
$2.84M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15+ 0.3% |
$872 - $924
|
4.99K
$270K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
10+ 0.21% |
$581 - $616
|
4.82K
$261K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1+ 5.26% |
$58.1 - $61.6
|
20
$1.08K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25- 0.22% |
$1.45K - $1.54K
|
11.2K
$607K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 6.98% |
$1.57K - $1.66K
|
360
$19.5K
|