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 |
|---|---|---|---|---|---|---|---|
|
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
$332K
|
|
|
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
|
First Personal Financial Services
|
SELL
|
- |
-228Closed |
$8.6K - $13.2K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.97KClosed |
$150K - $229K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Spc Financial, Inc.
|
SELL
|
- |
-40.8KClosed |
$1.54M - $2.36M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
First National Corp
|
SELL
|
- |
-15.9KClosed |
$600K - $919K
|
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
$12.6M
|
|
|
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
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$739K
|
|
|
Aug 09, 2019
Q2 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.96KClosed |
N/A
|
0
$0
|
|
|
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
|
|
|
Jul 23, 2019
Q2 2019
|
Macroview Investment Management LLC
|
SELL
|
- |
-143Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-227Closed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.72KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Arlington Partners LLC
|
SELL
|
- |
-78Closed |
N/A
|
0
$0
|
|
|
Jul 05, 2019
Q2 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-178Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
226KNew |
N/A
|
226K
$12.5M
|
|
|
Feb 10, 2021
Q1 2019
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-230Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.05KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-151KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Thornburg Investment Management Inc
|
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-368Closed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-103Closed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.7KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-53KClosed |
N/A
|
0
$0
|
|