Latest Institutional Transactions on Jp Morgan Diversified Return I (JPIN)
This table provides information on the latest institutional transactions involving Jp Morgan Diversified Return I (JPIN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.86K+ 9.79% |
$475K - $531K
|
99.4K
$5.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
108+ 1.05% |
$5.78K - $6.47K
|
10.4K
$570K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.73K+ 44.1% |
$146K - $164K
|
8.93K
$489K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 9.7% |
$59K - $65.9K
|
12.5K
$682K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.81% |
$2.09K - $2.34K
|
4.88K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
352+ 3.96% |
$18.9K - $21.1K
|
9.23K
$506K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
76+ 0.41% |
$4.07K - $4.55K
|
18.6K
$1.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.48K- 0.25% |
$79.4K - $88.8K
|
583K
$31.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.32K+ 2.21% |
$178K - $199K
|
153K
$8.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-38- 0.2% |
$2.04K - $2.28K
|
18.8K
$1.03M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.75K- 3.73% |
$203K - $228K
|
96.9K
$5.31M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-405- 1.83% |
$21.9K - $24.6K
|
21.7K
$1.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58+ 1.05% |
$3.14K - $3.53K
|
5.6K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.1K- 2.53% |
$869K - $977K
|
618K
$33.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.41K+ 96.93% |
$509K - $572K
|
19.1K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.49K- 6.35% |
$351K - $394K
|
95.7K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 20.75% |
$878K - $987K
|
94.5K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-124- 0.82% |
$6.71K - $7.54K
|
15K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.93K+ 16.07% |
$213K - $239K
|
28.4K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.27K+ 29.75% |
$68.7K - $77.2K
|
5.53K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-613- 10.5% |
$33.2K - $37.3K
|
5.22K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.5K+ 0.46% |
$81K - $91K
|
325K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.8K- 7.47% |
$1.83M - $2.05M
|
419K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4+ 133.33% |
$216 - $243
|
7
$383
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.33KNew |
$234K - $263K
|
4.33K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.25% |
$54.1 - $60.8
|
401
$22K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-57.2K- 90.53% |
$3.1M - $3.48M
|
5.99K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.74K- 1.19% |
$94.1K - $106K
|
145K
$7.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
215New |
$11.6K - $13.1K
|
215
$11.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.96K+ 27.55% |
$430K - $484K
|
36.8K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
520+ 8.51% |
$28.1K - $31.6K
|
6.63K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
572+ 1.92% |
$30.9K - $34.8K
|
30.4K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.37K- 10.24% |
$74.3K - $83.5K
|
12K
$659K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-786- 13.69% |
$42.5K - $47.8K
|
4.96K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.71% |
$595 - $669
|
1.57K
$86K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-50- 1.35% |
$2.71K - $3.04K
|
3.66K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
264+ 2.34% |
$14.3K - $16.1K
|
11.5K
$632K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6+ 0.06% |
$325 - $365
|
9.74K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
319+ 3.04% |
$17.3K - $19.4K
|
10.8K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 4.08% |
$83.6K - $94K
|
39.4K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39.6K- 68.54% |
$2.14M - $2.41M
|
18.2K
$995K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
334New |
$18.1K - $20.3K
|
334
$18.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.56K+ 349.9% |
$192K - $216K
|
4.57K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
620+ 12.89% |
$33.5K - $37.7K
|
5.43K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
540+ 20.73% |
$29.2K - $32.8K
|
3.15K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.83K+ 2.6% |
$369K - $415K
|
269K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.6% |
$54.1 - $60.8
|
166
$9.09K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-55- 1.75% |
$2.98K - $3.35K
|
3.08K
$169K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.34KNew |
$181K - $203K
|
3.34K
$183K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.83% |
$216 - $243
|
477
$26.1K
|
|