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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 6.17% |
$3.13K - $3.86K
|
912
$58.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.4K- 2.68% |
$701K - $863K
|
488K
$31.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-16- 0.09% |
$835 - $1.03K
|
18.3K
$1.17M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.28K- 6.81% |
$66.7K - $82.2K
|
17.5K
$1.12M
|
|
| Q1 2025 | |||||||
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.46K+ 26.14% |
$183K - $204K
|
16.7K
$1.07M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.2K- 40.61% |
$536K - $599K
|
14.9K
$954K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.24K+ 0.53% |
$65.3K - $72.9K
|
233K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.66K- 24.66% |
$193K - $216K
|
11.2K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3- 10.0% |
$158 - $177
|
27
$1.73K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5+ 100.0% |
$264 - $295
|
10
$642
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.66KNew |
$193K - $216K
|
3.66K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.85K- 2.86% |
$467K - $521K
|
300K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
792+ 6.18% |
$41.8K - $46.7K
|
13.6K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.33K- 3.98% |
$229K - $255K
|
104K
$6.7M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-118- 0.72% |
$6.22K - $6.95K
|
16.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
531+ 5.02% |
$28K - $31.3K
|
11.1K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
97.7K+ 269.09% |
$5.15M - $5.75M
|
134K
$8.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 18.66% |
$752K - $840K
|
62.2K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75- 3.37% |
$3.96K - $4.42K
|
2.15K
$138K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
354+ 1.24% |
$18.7K - $20.9K
|
28.9K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
449+ 3.77% |
$23.7K - $26.5K
|
12.3K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.76K- 30.54% |
$199K - $222K
|
8.56K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
113KNew |
$5.94M - $6.63M
|
113K
$7.22M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.31% |
$264 - $295
|
1.61K
$103K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.79K- 25.04% |
$94.2K - $105K
|
5.34K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-78- 0.77% |
$4.11K - $4.59K
|
10.1K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
929+ 16.0% |
$49K - $54.7K
|
6.74K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.63K+ 1.04% |
$85.8K - $95.8K
|
159K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.96K- 15.21% |
$262K - $292K
|
27.7K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-822- 3.72% |
$43.4K - $48.4K
|
21.2K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
216New |
$11.4K - $12.7K
|
216
$13.9K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.01K- 3.71% |
$106K - $119K
|
52.3K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$52.8 - $58.9
|
480
$30.8K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$5.28K - $5.89K
|
100
$6.42K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.23K+ 28.67% |
$434K - $485K
|
36.9K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-9.11K- 16.62% |
$481K - $537K
|
45.7K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
978+ 3.44% |
$51.6K - $57.6K
|
29.4K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.9K+ 13.46% |
$682K - $761K
|
109K
$6.99M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3- 10.0% |
$158 - $177
|
27
$1.73K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-87.5K- 15.36% |
$4.62M - $5.15M
|
482K
$30.9M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.59% |
$106 - $118
|
342
$21.9K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-76- 1.85% |
$4.01K - $4.48K
|
4.04K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.1K- 5.3% |
$322K - $360K
|
109K
$6.99M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22.5KNew |
$1.18M - $1.32M
|
22.5K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-145- 65.02% |
$7.65K - $8.54K
|
78
$5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.69K+ 19.33% |
$89.1K - $99.6K
|
10.4K
$670K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.66KNew |
$87.6K - $97.8K
|
1.66K
$107K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.36K- 19.11% |
$177K - $198K
|
14.2K
$913K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-285- 3.13% |
$15K - $16.8K
|
8.83K
$567K
|
|