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 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-366Closed |
$22.5K - $23.6K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-349Closed |
$21.5K - $22.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-25.4KClosed |
$1.48M - $1.57M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-46Closed |
$2.68K - $2.84K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-137KClosed |
$7.97M - $8.45M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.06KClosed |
$353K - $374K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31Closed |
$1.81K - $1.91K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-84Closed |
$4.89K - $5.18K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-556KClosed |
$32.4M - $34.3M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-86.8KClosed |
$5.06M - $5.35M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-107Closed |
$6.23K - $6.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100Closed |
$4.99K - $5.85K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-14.5KClosed |
$724K - $849K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
SELL
|
- |
-4.34KClosed |
$217K - $254K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-43Closed |
$2.14K - $2.51K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11.6KClosed |
$579K - $678K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-86.4KClosed |
$4.31M - $5.05M
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.81KClosed |
$240K - $281K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.03KClosed |
$249K - $269K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.03KNew |
$50.9K - $55K
|
1.03K
$56.2K
|
|
|
Nov 13, 2020
Q3 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-9.77KClosed |
$484K - $523K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-249Closed |
$12.3K - $13.3K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.14KClosed |
$56.7K - $61.3K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.42KClosed |
$70.6K - $76.3K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Caprock Group, Inc.
|
SELL
|
- |
-6.25KClosed |
$310K - $335K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-252Closed |
$10.4K - $13.2K
|
0
$0
|
|
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-370Closed |
$15.3K - $19.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.8KClosed |
$281K - $357K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-93Closed |
$3.85K - $4.88K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-74KClosed |
$3.06M - $3.89M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-593Closed |
$24.5K - $31.1K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-66Closed |
$2.73K - $3.47K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-300KClosed |
$12.4M - $15.8M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-73.2KClosed |
$3.03M - $3.84M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-71Closed |
$2.94K - $3.73K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-66Closed |
$2.73K - $3.47K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Sonata Capital Group Inc
|
SELL
|
- |
-22.2KClosed |
$918K - $1.17M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
41.6KNew |
$1.72M - $2.18M
|
41.6K
$2.28M
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-21.5KClosed |
$889K - $1.13M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-96Closed |
$3.97K - $5.04K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-231Closed |
$9.56K - $12.1K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200- 50.0% |
$8.28K - $10.5K
|
200
$11K
|
|
| Q1 2020 | |||||||
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-103Closed |
$3.88K - $5.95K
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-150KClosed |
$5.64M - $8.64M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.68KClosed |
$177K - $270K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.14KClosed |
$43K - $65.9K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.73KClosed |
$178K - $273K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.13KClosed |
$156K - $239K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.82KClosed |
$144K - $221K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.33KClosed |
$201K - $308K
|
0
$0
|
|