Purchases and Sales Made in Q4 2022 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q4 2022. 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 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
589K+ 9.43% |
$25M - $29.9M
|
6.84M
$371M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
85.5K+ 347.99% |
$3.62M - $4.33M
|
110K
$5.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.4KNew |
$1.37M - $1.64M
|
32.4K
$1.76M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.4KNew |
$1.37M - $1.64M
|
32.4K
$1.76M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30KNew |
$1.27M - $1.52M
|
30K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
27.4KNew |
$1.16M - $1.39M
|
27.4K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.7KNew |
$1.13M - $1.35M
|
26.7K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
24.1K+ 29.2% |
$1.02M - $1.22M
|
107K
$5.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.3K+ 3.05% |
$943K - $1.13M
|
751K
$40.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.1KNew |
$595K - $713K
|
14.1K
$762K
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
12.3KNew |
$521K - $623K
|
12.3K
$666K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
11.6KNew |
$491K - $588K
|
11.6K
$629K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
10.3K+ 112.74% |
$435K - $521K
|
19.4K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2KNew |
$347K - $416K
|
8.2K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.1K+ 7.45% |
$343K - $411K
|
117K
$6.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
7.59K+ 22.86% |
$322K - $385K
|
40.8K
$2.21M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.48K+ 41.13% |
$274K - $328K
|
22.2K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.74KNew |
$243K - $291K
|
5.74K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.16KNew |
$218K - $262K
|
5.16K
$280K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.48KNew |
$190K - $227K
|
4.48K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
4.17KNew |
$177K - $212K
|
4.17K
$226K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.17K+ 1030.62% |
$177K - $212K
|
4.58K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.08K+ 22.22% |
$173K - $207K
|
22.4K
$1.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.98K+ 6.65% |
$126K - $151K
|
47.8K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.8KNew |
$119K - $142K
|
2.8K
$152K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.44K+ 448.53% |
$103K - $124K
|
2.98K
$162K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.4KNew |
$101K - $121K
|
2.4K
$130K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.29K+ 3.04% |
$97.1K - $116K
|
77.6K
$4.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.04K+ 9.77% |
$44.1K - $52.8K
|
11.7K
$634K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.03KNew |
$43.5K - $52K
|
1.03K
$55.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.03KNew |
$43.5K - $52K
|
1.03K
$55.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
669+ 2.77% |
$28.3K - $33.9K
|
24.8K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
521+ 3.17% |
$22.1K - $26.4K
|
16.9K
$919K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
482New |
$20.4K - $24.4K
|
482
$26.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
386New |
$16.3K - $19.6K
|
386
$20.9K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
369+ 23.09% |
$15.6K - $18.7K
|
1.97K
$107K
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
170+ 0.68% |
$7.2K - $8.62K
|
25.2K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
102New |
$4.32K - $5.17K
|
102
$5.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$3.73K - $4.46K
|
88
$4.77K
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
55+ 0.74% |
$2.33K - $2.79K
|
7.5K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
30New |
$1.27K - $1.52K
|
30
$1.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
28+ 0.54% |
$1.19K - $1.42K
|
5.24K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
25New |
$1.06K - $1.27K
|
25
$1.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.66% |
$84.7 - $101
|
307
$16.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-12- 1.86% |
$508 - $608
|
633
$34.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 4.42% |
$889 - $1.06K
|
454
$24.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-70- 6.39% |
$2.96K - $3.55K
|
1.03K
$55.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-84- 39.44% |
$3.56K - $4.26K
|
129
$6.99K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-119- 1.68% |
$5.04K - $6.03K
|
6.97K
$378K
|