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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-876- 0.29% |
$45.7K - $56.3K
|
299K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.04K+ 9.33% |
$54.5K - $67.1K
|
12.2K
$798K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.91K- 28.7% |
$204K - $251K
|
9.71K
$633K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-433- 2.66% |
$22.6K - $27.8K
|
15.8K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.4K- 5.76% |
$700K - $862K
|
220K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.9K- 64.21% |
$2.08M - $2.56M
|
22.2K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-615- 4.98% |
$32.1K - $39.5K
|
11.7K
$766K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-416- 4.14% |
$21.7K - $26.7K
|
9.64K
$629K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
988+ 2.68% |
$51.6K - $63.5K
|
37.9K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.02% |
$52.2 - $64.3
|
5.61K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-578- 8.58% |
$30.2K - $37.1K
|
6.16K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.15K- 2.05% |
$112K - $138K
|
102K
$6.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.03K- 1.04% |
$262K - $323K
|
477K
$31.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18K- 13.81% |
$61.7K - $75.9K
|
7.38K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 60.0% |
$313 - $386
|
4
$261
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.91K+ 6.34% |
$361K - $444K
|
116K
$7.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-128K- 95.9% |
$6.7M - $8.26M
|
5.49K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-703- 0.44% |
$36.7K - $45.2K
|
158K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
455+ 4.09% |
$23.7K - $29.2K
|
11.6K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.05KNew |
$54.7K - $67.3K
|
1.05K
$68.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27- 1.25% |
$1.41K - $1.73K
|
2.13K
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 1.28% |
$52.2 - $64.3
|
77
$5.02K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.25% |
$313 - $386
|
486
$31.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23+ 1.43% |
$1.2K - $1.48K
|
1.63K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.12K+ 14.24% |
$110K - $136K
|
17K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-400- 1.88% |
$20.9K - $25.7K
|
20.8K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-16.6K- 36.3% |
$866K - $1.07M
|
29.1K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.7K- 27.56% |
$870K - $1.07M
|
43.8K
$2.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24.3K- 10.41% |
$1.27M - $1.56M
|
209K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.39K- 12.26% |
$177K - $218K
|
24.3K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.02K- 1.48% |
$106K - $130K
|
135K
$8.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.25K- 7.65% |
$117K - $145K
|
27.2K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06KNew |
$55.3K - $68K
|
1.06K
$69.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.25K- 14.11% |
$65K - $80.1K
|
7.59K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.15KNew |
$164K - $202K
|
3.15K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
332New |
$17.3K - $21.3K
|
332
$21.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-134- 3.32% |
$6.99K - $8.61K
|
3.91K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.29KNew |
$433K - $533K
|
8.29K
$541K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.4K- 35.87% |
$178K - $219K
|
6.08K
$397K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150+ 4.87% |
$7.83K - $9.64K
|
3.23K
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
689+ 2.38% |
$36K - $44.3K
|
29.6K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.32KNew |
$173K - $214K
|
3.32K
$217K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.12K+ 66.29% |
$372K - $458K
|
17.9K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
104K+ 13571.52% |
$5.45M - $6.71M
|
105K
$6.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
67+ 1.18% |
$3.5K - $4.3K
|
5.77K
$376K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
40+ 0.08% |
$2.09K - $2.57K
|
48.8K
$3.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.72K+ 93.1% |
$507K - $624K
|
20.2K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
10.5K+ 55.06% |
$548K - $674K
|
29.6K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.7K- 7.79% |
$88.7K - $109K
|
20.1K
$1.31M
|