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 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-220- 3.42% |
$9.32K - $11.2K
|
6.21K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-246- 4.37% |
$10.4K - $12.5K
|
5.39K
$292K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-306- 2.05% |
$13K - $15.5K
|
14.6K
$792K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-315- 20.34% |
$13.3K - $16K
|
1.23K
$66.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-328- 7.08% |
$13.9K - $16.6K
|
4.31K
$233K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-479- 1.0% |
$20.3K - $24.3K
|
47.6K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-724- 8.02% |
$30.7K - $36.7K
|
8.3K
$450K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-750- 15.15% |
$31.8K - $38K
|
4.2K
$228K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-798- 11.88% |
$33.8K - $40.5K
|
5.92K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.09K- 5.98% |
$46.2K - $55.3K
|
17.2K
$931K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15K- 8.76% |
$48.5K - $58.1K
|
11.9K
$647K
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.15K- 1.0% |
$48.9K - $58.5K
|
114K
$6.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.29K- 6.68% |
$54.4K - $65.1K
|
18K
$973K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.5K- 11.15% |
$63.7K - $76.3K
|
12K
$650K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-1.52K- 90.27% |
$64.5K - $77.2K
|
164
$8.89K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.69K- 4.01% |
$71.7K - $85.8K
|
40.5K
$2.19M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-2.06K- 33.34% |
$87.4K - $105K
|
4.12K
$224K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-2.66K- 10.17% |
$113K - $135K
|
23.5K
$1.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.18K- 15.93% |
$135K - $161K
|
16.8K
$911K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.24K- 21.03% |
$137K - $164K
|
12.1K
$659K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.28K- 11.18% |
$181K - $217K
|
34K
$1.84M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.76KClosed |
$202K - $242K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.78K- 26.63% |
$245K - $293K
|
15.9K
$863K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6K- 18.55% |
$254K - $304K
|
26.3K
$1.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.45K- 17.6% |
$358K - $428K
|
39.6K
$2.14M
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-10.7K- 5.45% |
$453K - $543K
|
186K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11K- 23.35% |
$464K - $555K
|
35.9K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.8K- 14.66% |
$540K - $647K
|
74.2K
$4.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.1K- 52.88% |
$680K - $814K
|
14.3K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.6K- 13.76% |
$746K - $893K
|
110K
$5.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-20.4K- 5.83% |
$862K - $1.03M
|
329K
$17.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35.5K- 25.13% |
$1.51M - $1.8M
|
106K
$5.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-36.1K- 92.84% |
$1.53M - $1.83M
|
2.79K
$151K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.7K- 7.95% |
$1.55M - $1.86M
|
424K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.9K- 10.47% |
$1.61M - $1.92M
|
324K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43K- 22.03% |
$1.82M - $2.18M
|
152K
$8.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.1K- 31.4% |
$1.87M - $2.24M
|
96.3K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-48.3K- 81.23% |
$2.05M - $2.45M
|
11.2K
$605K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-102K- 11.91% |
$4.34M - $5.2M
|
758K
$41.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-126K- 80.84% |
$5.35M - $6.41M
|
29.9K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-471K- 96.22% |
$19.9M - $23.9M
|
18.5K
$1M
|