Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.4K- 2.68% |
$701K - $863K
|
488K
$31.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.28K- 6.81% |
$66.7K - $82.2K
|
17.5K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 6.17% |
$3.13K - $3.86K
|
912
$58.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-16- 0.09% |
$835 - $1.03K
|
18.3K
$1.17M
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-87.5K- 15.36% |
$4.62M - $5.15M
|
482K
$30.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 18.66% |
$752K - $840K
|
62.2K
$3.99M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.2K- 40.61% |
$536K - $599K
|
14.9K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-9.11K- 16.62% |
$481K - $537K
|
45.7K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.85K- 2.86% |
$467K - $521K
|
300K
$19.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.89K- 4.79% |
$363K - $406K
|
137K
$8.78M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.1K- 5.3% |
$322K - $360K
|
109K
$6.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.81K- 2.43% |
$307K - $342K
|
234K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.96K- 15.21% |
$262K - $292K
|
27.7K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.83K- 9.0% |
$255K - $284K
|
48.8K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.33K- 3.98% |
$229K - $255K
|
104K
$6.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.76K- 30.54% |
$199K - $222K
|
8.56K
$549K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.66K- 24.66% |
$193K - $216K
|
11.2K
$718K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.36K- 19.11% |
$177K - $198K
|
14.2K
$913K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.01K- 3.71% |
$106K - $119K
|
52.3K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.8K- 11.76% |
$94.7K - $106K
|
13.5K
$865K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.79K- 25.04% |
$94.2K - $105K
|
5.34K
$343K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-851- 11.26% |
$44.9K - $50.1K
|
6.7K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-822- 3.72% |
$43.4K - $48.4K
|
21.2K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-705- 6.78% |
$37.2K - $41.5K
|
9.69K
$622K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-602- 14.07% |
$31.8K - $35.5K
|
3.68K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-304- 1.57% |
$16K - $17.9K
|
19.1K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-300- 7.22% |
$15.8K - $17.7K
|
3.86K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-295- 5.34% |
$15.6K - $17.4K
|
5.23K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-285- 3.13% |
$15K - $16.8K
|
8.83K
$567K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-231- 2.95% |
$12.2K - $13.6K
|
7.61K
$488K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-185- 2.52% |
$9.76K - $10.9K
|
7.17K
$460K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-145- 65.02% |
$7.65K - $8.54K
|
78
$5K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-118- 0.72% |
$6.22K - $6.95K
|
16.3K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-114- 1.96% |
$6.01K - $6.72K
|
5.7K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-78- 0.77% |
$4.11K - $4.59K
|
10.1K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-76- 1.85% |
$4.01K - $4.48K
|
4.04K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75- 3.37% |
$3.96K - $4.42K
|
2.15K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3- 10.0% |
$158 - $177
|
27
$1.73K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3- 10.0% |
$158 - $177
|
27
$1.73K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23K- 37.96% |
$1.23M - $1.38M
|
37.5K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.04K- 18.1% |
$55.6K - $62.2K
|
4.7K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-850- 48.57% |
$45.5K - $50.9K
|
900
$57.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-177- 51.01% |
$9.48K - $10.6K
|
170
$10.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-171- 20.07% |
$9.16K - $10.2K
|
681
$43.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-53- 0.49% |
$2.84K - $3.17K
|
10.7K
$689K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.23K- 58.7% |
$445K - $500K
|
5.79K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-613- 10.5% |
$33.2K - $37.3K
|
5.22K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-55- 1.75% |
$2.98K - $3.35K
|
3.08K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-50- 1.35% |
$2.71K - $3.04K
|
3.66K
$235K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.42K- 12.67% |
$76.4K - $81.8K
|
9.77K
$627K
|
|