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 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
$2.67M
|
|
|
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
$12.8K
|
|
| 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
|
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.64K+ 37.55% |
$61.9K - $94.9K
|
6.02K
$386K
|
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.96KClosed |
$338K - $518K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-99Closed |
$3.73K - $5.72K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-18.6KClosed |
$700K - $1.07M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-700Closed |
$26.4K - $40.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.02KClosed |
$152K - $232K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.97KClosed |
$150K - $229K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-228Closed |
$8.6K - $13.2K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
First National Corp
|
SELL
|
- |
-15.9KClosed |
$600K - $919K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Spc Financial, Inc.
|
SELL
|
- |
-40.8KClosed |
$1.54M - $2.36M
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-731KClosed |
$27.6M - $42.2M
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.35KClosed |
$88.5K - $136K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Ims Capital Management
|
SELL
|
- |
-4.27KClosed |
$161K - $247K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Aug 13, 2024
Q4 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-262Closed |
$13.6K - $15.1K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-3.91KClosed |
$203K - $225K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.5KClosed |
$234K - $259K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Astor Investment Management LLC
|
SELL
|
- |
-150Closed |
$7.79K - $8.64K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-1.95KClosed |
$103K - $106K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Edge Capital Group, LLC
|
SELL
|
- |
-25.8KClosed |
$1.37M - $1.4M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Andesa Financial Management Inc.
|
SELL
|
- |
-15.3KClosed |
$811K - $828K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-27.7KClosed |
$1.47M - $1.5M
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-175KClosed |
$9.3M - $9.5M
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Community Bank, N.A.
|
SELL
|
- |
-90.3KClosed |
$4.79M - $4.89M
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Edge Wealth Management LLC
|
SELL
|
- |
-9.11KClosed |
$483K - $493K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.01KClosed |
$213K - $217K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.21KClosed |
$382K - $390K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-28.5K- 11.16% |
$1.51M - $1.55M
|
227K
$14.6M
|
|
|
Oct 09, 2019
Q3 2019
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-364Closed |
$19.3K - $19.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.29KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.96KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$858K
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.1KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Wedbush Securities Inc
|
SELL
|
- |
-4.45KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-709Closed |
N/A
|
0
$0
|
|