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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
80New |
$4.22K - $4.71K
|
80
$5.13K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
365New |
$19.3K - $21.5K
|
365
$23.4K
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
769New |
$40.6K - $45.3K
|
769
$49.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.89K- 4.79% |
$363K - $406K
|
137K
$8.78M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-295- 5.34% |
$15.6K - $17.4K
|
5.23K
$335K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
182+ 1.96% |
$9.6K - $10.7K
|
9.49K
$609K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-300- 7.22% |
$15.8K - $17.7K
|
3.86K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-114- 1.96% |
$6.01K - $6.72K
|
5.7K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
420+ 4.7% |
$22.2K - $24.7K
|
9.35K
$600K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.17K+ 12.7% |
$61.8K - $69K
|
10.4K
$667K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.81K- 2.43% |
$307K - $342K
|
234K
$15M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.83K- 9.0% |
$255K - $284K
|
48.8K
$3.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-602- 14.07% |
$31.8K - $35.5K
|
3.68K
$236K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.16K+ 323.4% |
$61.2K - $68.4K
|
1.52K
$97.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-231- 2.95% |
$12.2K - $13.6K
|
7.61K
$488K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.06KNew |
$108K - $121K
|
2.06K
$132K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.83K+ 12.39% |
$96.4K - $108K
|
16.6K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-304- 1.57% |
$16K - $17.9K
|
19.1K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-185- 2.52% |
$9.76K - $10.9K
|
7.17K
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
106+ 1.55% |
$5.59K - $6.24K
|
6.94K
$445K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.37% |
$52.8 - $58.9
|
273
$17.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-851- 11.26% |
$44.9K - $50.1K
|
6.7K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-705- 6.78% |
$37.2K - $41.5K
|
9.69K
$622K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
232+ 3.01% |
$12.2K - $13.7K
|
7.93K
$509K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.8K- 11.76% |
$94.7K - $106K
|
13.5K
$865K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.36K+ 75.2% |
$494K - $552K
|
21.8K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.37K+ 2.38% |
$125K - $139K
|
102K
$6.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.89K+ 1.88% |
$152K - $170K
|
156K
$10M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23K- 37.96% |
$1.23M - $1.38M
|
37.5K
$2.41M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
116New |
$6.21K - $6.95K
|
116
$7.44K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
10New |
$536 - $599
|
10
$642
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-53- 0.49% |
$2.84K - $3.17K
|
10.7K
$689K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.8KNew |
$257K - $287K
|
4.8K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.76KNew |
$469K - $525K
|
8.76K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-850- 48.57% |
$45.5K - $50.9K
|
900
$57.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.53KNew |
$81.9K - $91.6K
|
1.53K
$98.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.25KNew |
$335K - $374K
|
6.25K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
351New |
$18.8K - $21K
|
351
$22.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.07KNew |
$272K - $304K
|
5.07K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.61KNew |
$300K - $336K
|
5.61K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-171- 20.07% |
$9.16K - $10.2K
|
681
$43.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21+ 0.42% |
$1.12K - $1.26K
|
4.98K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.04K- 18.1% |
$55.6K - $62.2K
|
4.7K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-177- 51.01% |
$9.48K - $10.6K
|
170
$10.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.81% |
$2.09K - $2.34K
|
4.88K
$313K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
215New |
$11.6K - $13.1K
|
215
$13.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.25% |
$54.1 - $60.8
|
401
$25.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-613- 10.5% |
$33.2K - $37.3K
|
5.22K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-50- 1.35% |
$2.71K - $3.04K
|
3.66K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.34KNew |
$181K - $203K
|
3.34K
$214K
|
|