Latest Institutional Transactions on Jp Morgan Diversified Return I (JPIN)

JPIN Quotes by TradingView

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 27, 2022 Q3 2022
Appleton Partners Inc

SELL
 -
-2.61K
- 20.98%
$111K - $134K
9.83K $543K
Oct 20, 2022 Q3 2022
Accuvest Global Advisors

Provo, UT
BUY
 -
66
+ 0.24%
$2.81K - $3.4K
27.6K $1.52M
Q2 2022
Dec 01, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-580
- 17.14%
$28K - $33.1K
2.8K $155K
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-100
Closed
$4.83K - $5.71K
0 $0
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-223
- 1.06%
$10.8K - $12.7K
20.7K $1.14M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-73
- 5.13%
$3.52K - $4.17K
1.35K $74.6K
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-10
- 0.16%
$483 - $571
6.3K $348K
Aug 12, 2022 Q2 2022
Haverford Trust CO

Radnor, PA
SELL
 -
-7.04K
Closed
$340K - $402K
0 $0
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-249
- 90.55%
$12K - $14.2K
26 $1.44K
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

SELL
 -
-4.05K
Closed
$195K - $231K
0 $0
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
175
New
$8.44K - $10K
175 $9.67K
Jul 20, 2022 Q2 2022
Mc Carthy Asset Management, Inc.

SELL
 -
-20
Closed
$965 - $1.14K
0 $0
Jul 19, 2022 Q2 2022
Mai Capital Management

SELL
 -
-501
- 10.39%
$24.2K - $28.6K
4.32K $239K
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
10K
New
$483K - $572K
10K $553K
Jul 19, 2022 Q2 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
340
New
$16.4K - $19.4K
340 $18.8K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-210
Closed
$10.1K - $12K
0 $0
Jul 15, 2022 Q2 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-5.83K
Closed
$281K - $333K
0 $0
Jul 12, 2022 Q2 2022
John W. Brooker & Co., Cp As

SELL
 -
-2.24K
- 95.73%
$108K - $128K
100 $5.52K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-287
Closed
$13.8K - $16.4K
0 $0
Jul 07, 2022 Q2 2022
Crestwood Advisors Group LLC

SELL
 -
-13.7K
- 27.44%
$662K - $784K
36.3K $2M
Q1 2022
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-1.43K
Closed
$76.4K - $85.7K
0 $0
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
116K
New
$6.23M - $6.99M
116K $6.43M
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-700
Closed
$37.4K - $42K
0 $0
May 13, 2022 Q1 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-1.61K
Closed
$86.1K - $96.6K
0 $0
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-312
Closed
$16.7K - $18.7K
0 $0
May 05, 2022 Q1 2022
Uma Financial Services, Inc.

SELL
 -
-6.2K
Closed
$331K - $372K
0 $0
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-17.2K
Closed
$918K - $1.03M
0 $0
Apr 22, 2022 Q1 2022
Truist Financial Corp

SELL
 -
-25.5K
Closed
$1.36M - $1.53M
0 $0
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

BUY
 -
458
New
$24.5K - $27.5K
458 $25.3K
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-1.22K
Closed
$65.1K - $73.1K
0 $0
Apr 12, 2022 Q1 2022
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-5.44K
Closed
$291K - $327K
0 $0
Q4 2021
Oct 02, 2024 Q4 2021
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-151K
Closed
$8.8M - $9.33M
0 $0
Feb 22, 2022 Q4 2021
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
90
New
$5.23K - $5.55K
90 $4.97K
Feb 16, 2022 Q4 2021
Covington Capital Management

SELL
 -
-417
Closed
$24.2K - $25.7K
0 $0
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
0
Closed
$0 - $0
0 $0
Feb 14, 2022 Q4 2021
Sns Financial Group, LLC

SELL
 -
-5.84K
Closed
$339K - $360K
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
0
Closed
$0 - $0
0 $0
Feb 09, 2022 Q4 2021
Massmutual Trust CO Fsb

SELL
 -
-294
Closed
$17.1K - $18.1K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-989
Closed
$57.5K - $60.9K
0 $0
Jan 21, 2022 Q4 2021
Elm Partners Management LLC

SELL
 -
-320K
Closed
$18.6M - $19.7M
0 $0
Jan 20, 2022 Q4 2021
Ae Wealth Management LLC

SELL
 -
-4.36K
Closed
$253K - $268K
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-351
Closed
$21.2K - $22.5K
0 $0
Nov 10, 2021 Q3 2021
Time Scale Financial, Inc.

SELL
 -
0
Closed
$0 - $0
0 $0
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-424
Closed
$25.6K - $27.1K
0 $0
Nov 08, 2021 Q3 2021
Brinker Capital Investments, LLC

SELL
 -
-5.83K
Closed
$351K - $373K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
2.2K
New
$133K - $141K
2.2K $121K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
Q2 2021
Aug 11, 2021 Q2 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-590
Closed
$36.3K - $38.1K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-6.24K
Closed
$384K - $403K
0 $0

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