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 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-501- 10.39% |
N/A
|
4.32K
$244K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
340New |
N/A
|
340
$19.2K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10KNew |
N/A
|
10K
$565K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-210Closed |
N/A
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.83KClosed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-287Closed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.24K- 95.73% |
N/A
|
100
$5.64K
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-13.7K- 27.44% |
N/A
|
36.3K
$2.05M
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.43KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
116KNew |
N/A
|
116K
$6.57M
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.61KClosed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-312Closed |
N/A
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.2KClosed |
N/A
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2KClosed |
N/A
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-25.5KClosed |
N/A
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
458New |
N/A
|
458
$25.8K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.22KClosed |
N/A
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.44KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
90New |
N/A
|
90
$5.08K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-417Closed |
N/A
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.84KClosed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-294Closed |
N/A
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-989Closed |
N/A
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-320KClosed |
N/A
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.36KClosed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-351Closed |
N/A
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-424Closed |
N/A
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.83KClosed |
N/A
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.2KNew |
N/A
|
2.2K
$124K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-590Closed |
N/A
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.24KClosed |
N/A
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-366Closed |
N/A
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-349Closed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-25.4KClosed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-46Closed |
N/A
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-137KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.06KClosed |
N/A
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-84Closed |
N/A
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-556KClosed |
N/A
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-86.8KClosed |
N/A
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-107Closed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-14.5KClosed |
N/A
|
0
$0
|