Purchases and Sales Made in Q4 2023 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
139KNew |
$6.74M - $7.64M
|
139K
$7.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
93.3KNew |
$4.51M - $5.12M
|
93.3K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
77.1K+ 170.5% |
$3.73M - $4.23M
|
122K
$6.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.7K+ 153.29% |
$1.77M - $2.01M
|
60.6K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.2K+ 55.56% |
$1.66M - $1.88M
|
95.9K
$5.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
28.9K+ 335.72% |
$1.4M - $1.59M
|
37.6K
$2.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
12KNew |
$582K - $660K
|
12K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
7.9KNew |
$382K - $433K
|
7.9K
$428K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
7.08KNew |
$342K - $388K
|
7.08K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.82KNew |
$330K - $374K
|
6.82K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.14KNew |
$248K - $282K
|
5.14K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.24KNew |
$205K - $232K
|
4.24K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.48K+ 7.21% |
$168K - $191K
|
51.7K
$2.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.34K+ 2.95% |
$161K - $183K
|
116K
$6.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2.9K+ 67.13% |
$140K - $159K
|
7.22K
$391K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.54K+ 3.49% |
$123K - $139K
|
75.3K
$4.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.35K+ 0.35% |
$114K - $129K
|
665K
$36.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.7K+ 3140.74% |
$82K - $93K
|
1.75K
$94.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.62K+ 37.16% |
$78.1K - $88.6K
|
5.97K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$62.7K - $71.1K
|
1.3K
$70.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
954+ 1.25% |
$46.1K - $52.3K
|
77K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
943+ 3.74% |
$45.6K - $51.7K
|
26.2K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
831+ 4.11% |
$40.2K - $45.6K
|
21.1K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
731+ 2.47% |
$35.4K - $40.1K
|
30.4K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
526+ 17533.33% |
$25.4K - $28.8K
|
529
$28.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
496+ 0.16% |
$24K - $27.2K
|
316K
$17.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
496New |
$24K - $27.2K
|
496
$26.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
494+ 2.02% |
$23.9K - $27.1K
|
24.9K
$1.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
410New |
$19.8K - $22.5K
|
410
$22.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
342+ 4.99% |
$16.5K - $18.8K
|
7.2K
$390K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
122+ 2.61% |
$5.9K - $6.69K
|
4.8K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$4.26K - $4.83K
|
88
$4.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
69New |
$3.34K - $3.78K
|
69
$3.74K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
51+ 1.07% |
$2.47K - $2.8K
|
4.8K
$260K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
46+ 0.55% |
$2.22K - $2.52K
|
8.46K
$459K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
39+ 2.61% |
$1.89K - $2.14K
|
1.54K
$83.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 2.51% |
$387 - $439
|
327
$17.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
8New |
$387 - $439
|
8
$434
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 2.56% |
$48.4 - $54.8
|
40
$2.17K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-29- 0.17% |
$1.4K - $1.59K
|
16.7K
$903K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-30- 50.0% |
$1.45K - $1.65K
|
30
$1.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30- 50.0% |
$1.45K - $1.65K
|
30
$1.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 11.89% |
$2.61K - $2.96K
|
400
$21.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-61- 0.7% |
$2.95K - $3.35K
|
8.7K
$471K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-180- 2.68% |
$8.7K - $9.87K
|
6.53K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-418- 9.87% |
$20.2K - $22.9K
|
3.82K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-465- 68.79% |
$22.5K - $25.5K
|
211
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-488- 15.78% |
$23.6K - $26.8K
|
2.61K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-580- 9.96% |
$28K - $31.8K
|
5.24K
$284K
|