Latest Institutional Purchases of Jp Morgan Diversified Return I (JPIN)
This list provides information on the latest institutional transactions involving Jp Morgan Diversified Return I (JPIN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
19.4KNew |
$1.04M - $1.16M
|
19.4K
$1.07M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.86K+ 9.79% |
$475K - $531K
|
99.4K
$5.49M
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.32K+ 2.21% |
$178K - $199K
|
153K
$8.47M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.73K+ 44.1% |
$146K - $164K
|
8.93K
$493K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 9.7% |
$59K - $65.9K
|
12.5K
$688K
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
805+ 11.93% |
$43.1K - $48.2K
|
7.56K
$417K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
352+ 3.96% |
$18.9K - $21.1K
|
9.23K
$510K
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
108+ 1.05% |
$5.78K - $6.47K
|
10.4K
$574K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
86+ 0.49% |
$4.61K - $5.15K
|
17.6K
$972K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
76+ 0.41% |
$4.07K - $4.55K
|
18.6K
$1.03M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
69+ 0.13% |
$3.7K - $4.13K
|
53.6K
$2.96M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
60+ 0.77% |
$3.21K - $3.59K
|
7.84K
$433K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.81% |
$2.09K - $2.34K
|
4.88K
$270K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.49% |
$214 - $240
|
272
$15K
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.8M+ 671034.12% |
$856M - $962M
|
15.8M
$874M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 20.75% |
$878K - $987K
|
94.5K
$5.22M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.41K+ 96.93% |
$509K - $572K
|
19.1K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.96K+ 27.55% |
$430K - $484K
|
36.8K
$2.03M
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
7.95KNew |
$430K - $483K
|
7.95K
$439K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.83K+ 2.6% |
$369K - $415K
|
269K
$14.9M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.33KNew |
$234K - $263K
|
4.33K
$239K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.93K+ 16.07% |
$213K - $239K
|
28.4K
$1.57M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.56K+ 349.9% |
$192K - $216K
|
4.57K
$252K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.36KNew |
$182K - $204K
|
3.36K
$186K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.34KNew |
$181K - $203K
|
3.34K
$184K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 4.08% |
$83.6K - $94K
|
39.4K
$2.18M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.5K+ 0.46% |
$81K - $91K
|
325K
$18M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.27K+ 29.75% |
$68.7K - $77.2K
|
5.53K
$306K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.12K+ 2.92% |
$60.5K - $68K
|
39.4K
$2.18M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.05K+ 0.75% |
$56.8K - $63.9K
|
140K
$7.75M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
791+ 1.52% |
$42.8K - $48.1K
|
52.8K
$2.91M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
620+ 12.89% |
$33.5K - $37.7K
|
5.43K
$300K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
572+ 1.92% |
$30.9K - $34.8K
|
30.4K
$1.68M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
540+ 20.73% |
$29.2K - $32.8K
|
3.15K
$174K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
334New |
$18.1K - $20.3K
|
334
$18.4K
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
319+ 3.04% |
$17.3K - $19.4K
|
10.8K
$596K
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
264+ 2.34% |
$14.3K - $16.1K
|
11.5K
$637K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
215New |
$11.6K - $13.1K
|
215
$11.9K
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
209+ 5.08% |
$11.3K - $12.7K
|
4.32K
$239K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
134+ 1.89% |
$7.25K - $8.15K
|
7.22K
$399K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58+ 1.05% |
$3.14K - $3.53K
|
5.6K
$310K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.84K - $2.07K
|
34
$1.88K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 1.08% |
$649 - $730
|
1.13K
$62.1K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.71% |
$595 - $669
|
1.57K
$86.7K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6+ 0.06% |
$325 - $365
|
9.74K
$538K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4+ 133.33% |
$216 - $243
|
7
$387
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.25% |
$54.1 - $60.8
|
401
$22.1K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
153K+ 775.8% |
$8.26M - $8.84M
|
173K
$9.56M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 32.95% |
$858K - $917K
|
64.2K
$3.55M
|