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 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-115- 1.34% |
$6.2K - $6.63K
|
8.46K
$475K
|
|
Q1 2024 | |||||||
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.2K- 10.29% |
$4.01M - $4.3M
|
664K
$37.3M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-76.1K- 79.39% |
$4.01M - $4.3M
|
19.8K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-74K- 60.53% |
$3.9M - $4.18M
|
48.3K
$2.71M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-37.1K- 12.26% |
$1.95M - $2.09M
|
265K
$14.9M
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-26.9K- 71.59% |
$1.42M - $1.52M
|
10.7K
$599K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.8K- 40.84% |
$883K - $947K
|
24.3K
$1.36M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.5K- 17.49% |
$709K - $760K
|
63.5K
$3.57M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 1.58% |
$555K - $595K
|
655K
$36.7M
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9.94K- 62.43% |
$523K - $561K
|
5.98K
$336K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.12K- 7.94% |
$375K - $402K
|
82.5K
$4.63M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.82K- 29.1% |
$254K - $272K
|
11.7K
$659K
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.83K- 48.65% |
$201K - $216K
|
4.04K
$227K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.21K- 12.26% |
$169K - $181K
|
23K
$1.29M
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.05K- 15.82% |
$108K - $116K
|
10.9K
$611K
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.72K- 21.77% |
$90.5K - $97.1K
|
6.18K
$347K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 50.0% |
$52.6K - $56.4K
|
1K
$56.1K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-916- 10.14% |
$48.2K - $51.7K
|
8.12K
$456K
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-839- 3.46% |
$44.2K - $47.4K
|
23.4K
$1.31M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-562- 0.4% |
$29.6K - $31.7K
|
140K
$7.87M
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-500- 4.28% |
$26.3K - $28.2K
|
11.2K
$628K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-451- 1.05% |
$23.7K - $25.5K
|
42.5K
$2.39M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-421- 0.81% |
$22.2K - $23.8K
|
51.3K
$2.88M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-367- 57.98% |
$19.3K - $20.7K
|
266
$14.9K
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-339- 2.03% |
$17.8K - $19.1K
|
16.3K
$916K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-320- 0.82% |
$16.8K - $18.1K
|
38.7K
$2.17M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-308- 1.95% |
$16.2K - $17.4K
|
15.5K
$870K
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-220- 1.24% |
$11.6K - $12.4K
|
17.5K
$984K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-219- 0.72% |
$11.5K - $12.4K
|
30.1K
$1.69M
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-214- 2.46% |
$11.3K - $12.1K
|
8.48K
$476K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-191Closed |
$10.1K - $10.8K
|
0
$0
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-189- 1.0% |
$9.95K - $10.7K
|
18.7K
$1.05M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-165- 2.77% |
$8.69K - $9.31K
|
5.8K
$326K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-100- 24.39% |
$5.26K - $5.64K
|
310
$17.4K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-57- 82.61% |
$3K - $3.22K
|
12
$674
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27- 0.5% |
$1.42K - $1.52K
|
5.32K
$299K
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-19- 0.1% |
$1K - $1.07K
|
18.9K
$1.06M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.23% |
$158 - $169
|
1.29K
$72.6K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$52.6 - $56.4
|
5.9K
$331K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-6.25K- 5.78% |
$302K - $343K
|
102K
$5.72M
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.48K- 33.91% |
$265K - $300K
|
10.7K
$599K
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.41K- 18.86% |
$213K - $242K
|
19K
$1.07M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.06K- 96.23% |
$196K - $223K
|
159
$8.92K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.29K- 82.57% |
$62.5K - $70.9K
|
273
$15.3K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-580- 9.96% |
$28K - $31.8K
|
5.24K
$294K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-488- 15.78% |
$23.6K - $26.8K
|
2.61K
$146K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 11.89% |
$2.61K - $2.96K
|
400
$22.5K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30- 50.0% |
$1.45K - $1.65K
|
30
$1.68K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-30- 50.0% |
$1.45K - $1.65K
|
30
$1.68K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-2.03K- 70.68% |
$102K - $110K
|
843
$47.3K
|