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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-55- 1.75% |
$2.98K - $3.35K
|
3.08K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.84K - $2.07K
|
34
$2.18K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.23K- 58.7% |
$445K - $500K
|
5.79K
$371K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.36KNew |
$182K - $204K
|
3.36K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
7.95KNew |
$430K - $483K
|
7.95K
$510K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.8M+ 671034.12% |
$856M - $962M
|
15.8M
$1.02B
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
791+ 1.52% |
$42.8K - $48.1K
|
52.8K
$3.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.12K+ 2.92% |
$60.5K - $68K
|
39.4K
$2.53M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-190- 69.6% |
$10.2K - $11K
|
83
$5.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-606- 35.11% |
$32.7K - $34.9K
|
1.12K
$71.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
118New |
$6.36K - $6.8K
|
118
$7.57K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.42K- 12.67% |
$76.4K - $81.8K
|
9.77K
$627K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30New |
$1.62K - $1.73K
|
30
$1.92K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
328New |
$17.7K - $18.9K
|
328
$21K
|
|
| Q1 2024 | |||||||
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 50.0% |
$52.6K - $56.4K
|
1K
$64.2K
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
93.3KNew |
$4.91M - $5.27M
|
93.3K
$5.99M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-916- 10.14% |
$48.2K - $51.7K
|
8.12K
$521K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.43K+ 20.6% |
$496K - $532K
|
55.2K
$3.54M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-57- 82.61% |
$3K - $3.22K
|
12
$770
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27- 0.5% |
$1.42K - $1.52K
|
5.32K
$341K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120New |
$6.32K - $6.77K
|
120
$7.7K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
526New |
$27.7K - $29.7K
|
526
$33.7K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
300New |
$15.8K - $16.9K
|
300
$19.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-165- 2.77% |
$8.69K - $9.31K
|
5.8K
$372K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.07K+ 4.29% |
$56.2K - $60.3K
|
26K
$1.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.8KNew |
$619K - $664K
|
11.8K
$755K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-100- 24.39% |
$5.26K - $5.64K
|
310
$19.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
93.3KNew |
$4.51M - $5.12M
|
93.3K
$5.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.06K- 96.23% |
$196K - $223K
|
159
$10.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
526+ 17533.33% |
$25.4K - $28.8K
|
529
$33.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
7.9KNew |
$382K - $433K
|
7.9K
$507K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-6.25K- 5.78% |
$302K - $343K
|
102K
$6.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
7.08KNew |
$342K - $388K
|
7.08K
$454K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
8New |
$387 - $439
|
8
$513
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2.9K+ 67.13% |
$140K - $159K
|
7.22K
$463K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.41K- 18.86% |
$213K - $242K
|
19K
$1.22M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
39New |
$1.97K - $2.11K
|
39
$2.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-415- 9.0% |
$20.9K - $22.5K
|
4.2K
$269K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-2.03K- 70.68% |
$102K - $110K
|
843
$54.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.36K- 53.1% |
$274K - $290K
|
4.73K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.41KNew |
$328K - $347K
|
6.41K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
136+ 2.59% |
$6.96K - $7.37K
|
5.39K
$346K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.93KNew |
$406K - $430K
|
7.93K
$509K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-89- 68.99% |
$4.55K - $4.82K
|
40
$2.57K
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10KNew |
$493K - $533K
|
10K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
357+ 1428.0% |
$17.6K - $19K
|
382
$24.5K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 0.1% |
$49.3 - $53.3
|
1.03K
$65.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$49.3 - $53.3
|
1.03K
$65.9K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.21K+ 7.03% |
$405K - $437K
|
125K
$8.02M
|
|