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 |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.21K+ 1.5% |
$120K - $135K
|
150K
$8.91M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-37- 0.2% |
$2K - $2.25K
|
18.5K
$1.1M
|
|
Q2 2024 | |||||||
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-68- 0.69% |
$3.67K - $3.92K
|
9.73K
$578K
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.09KNew |
$221K - $236K
|
4.09K
$243K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.81K- 9.08% |
$421K - $450K
|
78.2K
$4.65M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.89K+ 35.95% |
$102K - $109K
|
7.13K
$424K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27+ 0.64% |
$1.46K - $1.56K
|
4.27K
$253K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22+ 1.43% |
$1.19K - $1.27K
|
1.56K
$92.6K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-190- 69.6% |
$10.2K - $11K
|
83
$4.93K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 32.95% |
$858K - $917K
|
64.2K
$3.81M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.5K- 26.29% |
$1.97M - $2.1M
|
102K
$6.07M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.66K- 10.96% |
$251K - $269K
|
37.8K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
153K+ 775.8% |
$8.26M - $8.84M
|
173K
$10.3M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.68K+ 14.28% |
$90.3K - $96.6K
|
13.4K
$797K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-606- 35.11% |
$32.7K - $34.9K
|
1.12K
$66.6K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.37K- 1.39% |
$343K - $367K
|
453K
$26.9M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-356- 2.3% |
$19.2K - $20.5K
|
15.1K
$899K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.02KNew |
$54.8K - $58.6K
|
1.02K
$60.4K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
246+ 2.26% |
$13.3K - $14.2K
|
11.1K
$662K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.26K+ 4.46% |
$338K - $361K
|
147K
$8.71M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-129K- 67.11% |
$6.95M - $7.44M
|
63.2K
$3.76M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-339- 5.76% |
$18.3K - $19.5K
|
5.55K
$330K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-813- 62.83% |
$43.8K - $46.9K
|
481
$28.6K
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-472- 7.64% |
$25.4K - $27.2K
|
5.71K
$339K
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.3K- 5.55% |
$70.1K - $75K
|
22.1K
$1.31M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-680- 6.54% |
$36.7K - $39.2K
|
9.71K
$577K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-285- 0.95% |
$15.4K - $16.4K
|
29.9K
$1.77M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.14K- 1.18% |
$169K - $181K
|
262K
$15.6M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.5K- 3.13% |
$1.1M - $1.18M
|
634K
$37.7M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.6K- 54.54% |
$1.87M - $2M
|
28.9K
$1.72M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-327Closed |
$17.6K - $18.9K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-525- 4.45% |
$28.3K - $30.3K
|
11.3K
$670K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 12.57% |
$1.29K - $1.38K
|
167
$9.92K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.4K- 19.99% |
$777K - $832K
|
57.7K
$3.43M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.1K+ 21.93% |
$976K - $1.04M
|
101K
$5.98M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
823+ 15.56% |
$44.4K - $47.5K
|
6.11K
$363K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
911+ 23.36% |
$49.1K - $52.5K
|
4.81K
$286K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-130- 3.98% |
$7.01K - $7.5K
|
3.14K
$186K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29+ 0.6% |
$1.56K - $1.67K
|
4.83K
$287K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31+ 0.84% |
$1.67K - $1.79K
|
3.71K
$220K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-156- 2.64% |
$8.41K - $8.99K
|
5.74K
$341K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
845+ 3.58% |
$45.5K - $48.7K
|
24.5K
$1.45M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.95K- 38.98% |
$483K - $516K
|
14K
$833K
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
118New |
$6.36K - $6.8K
|
118
$7.01K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.07K+ 4.56% |
$327K - $350K
|
139K
$8.27M
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-146- 2.44% |
$7.87K - $8.42K
|
5.84K
$347K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-568- 3.48% |
$30.6K - $32.8K
|
15.8K
$936K
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.42K- 12.67% |
$76.4K - $81.8K
|
9.77K
$581K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$565K - $604K
|
10.5K
$623K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.93K- 11.77% |
$104K - $111K
|
14.5K
$859K
|