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 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.95K- 35.9% |
$311K - $382K
|
10.6K
$694K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
45New |
$2.35K - $2.89K
|
45
$2.94K
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-213- 4.07% |
$11.1K - $13.7K
|
5.01K
$327K
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.56KNew |
$186K - $229K
|
3.56K
$233K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
198+ 2.76% |
$10.3K - $12.7K
|
7.37K
$481K
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 27.28% |
$95.4K - $118K
|
8.53K
$557K
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
52New |
$2.71K - $3.34K
|
52
$3.39K
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.61KNew |
$189K - $232K
|
3.61K
$236K
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2+ 0.03% |
$104 - $129
|
7.61K
$497K
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.45K+ 18.25% |
$75.5K - $93K
|
9.38K
$612K
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.29K+ 62.53% |
$67.1K - $82.6K
|
3.34K
$218K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.31KNew |
$173K - $213K
|
3.31K
$216K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
555New |
$29K - $35.7K
|
555
$36.2K
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-41- 0.42% |
$2.14K - $2.63K
|
9.65K
$630K
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
369+ 10.03% |
$19.3K - $23.7K
|
4.05K
$264K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
501New |
$26.1K - $32.2K
|
501
$32.7K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
75+ 1.95% |
$3.91K - $4.82K
|
3.93K
$256K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-32.4K- 31.85% |
$1.69M - $2.08M
|
69.3K
$4.53M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.47% |
$209 - $257
|
277
$18.1K
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.97K- 17.8% |
$155K - $191K
|
13.7K
$896K
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
978+ 9.4% |
$51K - $62.8K
|
11.4K
$743K
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-284- 4.09% |
$14.8K - $18.2K
|
6.66K
$434K
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.67K+ 3.63% |
$296K - $364K
|
162K
$10.6M
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-157- 1.68% |
$8.19K - $10.1K
|
9.19K
$600K
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-314- 2.21% |
$16.4K - $20.2K
|
13.9K
$908K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.17K- 23.52% |
$165K - $204K
|
10.3K
$673K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 6.17% |
$3.13K - $3.86K
|
912
$59.5K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.4K- 2.68% |
$701K - $863K
|
488K
$31.9M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-16- 0.09% |
$835 - $1.03K
|
18.3K
$1.19M
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.28K- 6.81% |
$66.7K - $82.2K
|
17.5K
$1.14M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.66KNew |
$193K - $216K
|
3.66K
$239K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3- 10.0% |
$158 - $177
|
27
$1.76K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
216New |
$11.4K - $12.7K
|
216
$14.1K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.01K- 3.71% |
$106K - $119K
|
52.3K
$3.41M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
113KNew |
$5.94M - $6.63M
|
113K
$7.34M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.79K- 25.04% |
$94.2K - $105K
|
5.34K
$349K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.59% |
$106 - $118
|
342
$22.3K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$5.28K - $5.89K
|
100
$6.53K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3- 10.0% |
$158 - $177
|
27
$1.76K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.1K- 5.3% |
$322K - $360K
|
109K
$7.11M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22.5KNew |
$1.18M - $1.32M
|
22.5K
$1.47M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.66KNew |
$87.6K - $97.8K
|
1.66K
$108K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
80New |
$4.22K - $4.71K
|
80
$5.22K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
365New |
$19.3K - $21.5K
|
365
$23.8K
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.16K+ 323.4% |
$61.2K - $68.4K
|
1.52K
$99.2K
|
|
Q4 2024 | |||||||
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
116New |
$6.21K - $6.95K
|
116
$7.57K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
10New |
$536 - $599
|
10
$653
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.8KNew |
$257K - $287K
|
4.8K
$313K
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-850- 48.57% |
$45.5K - $50.9K
|
900
$58.7K
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.76KNew |
$469K - $525K
|
8.76K
$571K
|