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 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
$14.5M
|
|
|
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
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.7KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-103Closed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-53KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-33Closed |
N/A
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Gradient Investments LLC
|
SELL
|
- |
-319Closed |
N/A
|
0
$0
|
|
|
Apr 05, 2019
Q1 2019
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-330Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Mar 11, 2024
Q4 2018
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.19KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-5.4KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-20.9KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-258Closed |
N/A
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Trust CO
|
SELL
|
- |
-1.19KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-370Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.2KNew |
N/A
|
9.2K
$590K
|
|
|
Nov 14, 2018
Q3 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.85KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.06KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.68KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-224Closed |
N/A
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.3KClosed |
N/A
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Bouchey Financial Group LTD
|
SELL
|
- |
-220KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
320New |
N/A
|
320
$20.5K
|
|
|
Aug 13, 2018
Q2 2018
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.46KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
164New |
N/A
|
164
$10.5K
|
|
|
Jul 17, 2018
Q2 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-225Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-755Closed |
N/A
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-483Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-29.2KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-121Closed |
N/A
|
0
$0
|
|
|
Jan 31, 2018
Q4 2017
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-640Closed |
N/A
|
0
$0
|
|