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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-187K- 44.66% |
$10M - $11.2M
|
232K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-48.5K- 7.85% |
$2.6M - $2.91M
|
570K
$32.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29.7K- 11.02% |
$1.59M - $1.78M
|
239K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.1K- 19.11% |
$967K - $1.08M
|
76.4K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.3K- 5.02% |
$874K - $978K
|
309K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.99K- 47.02% |
$482K - $539K
|
10.1K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.77K- 17.18% |
$362K - $405K
|
32.6K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.97K- 48.84% |
$212K - $238K
|
4.16K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.78K- 32.94% |
$203K - $226K
|
7.7K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.57K- 29.01% |
$191K - $214K
|
8.75K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.11K- 20.74% |
$167K - $186K
|
11.9K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.78K- 9.79% |
$95.2K - $107K
|
16.4K
$928K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.74K- 5.73% |
$93.4K - $104K
|
28.7K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.56K- 14.59% |
$83.4K - $93.3K
|
9.12K
$516K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.48K- 0.25% |
$79.4K - $88.8K
|
583K
$33M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.31K- 24.18% |
$70.3K - $78.6K
|
4.12K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.04K- 18.1% |
$55.6K - $62.2K
|
4.7K
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-917- 29.16% |
$49.1K - $54.9K
|
2.23K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-850- 48.57% |
$45.5K - $50.9K
|
900
$51K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-818- 12.33% |
$43.8K - $49K
|
5.82K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-430- 4.42% |
$23K - $25.8K
|
9.31K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-387- 5.36% |
$20.7K - $23.2K
|
6.83K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-187- 3.28% |
$10K - $11.2K
|
5.52K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-177- 51.01% |
$9.48K - $10.6K
|
170
$9.63K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-171- 20.07% |
$9.16K - $10.2K
|
681
$38.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-53- 0.49% |
$2.84K - $3.17K
|
10.7K
$608K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-44- 1.02% |
$2.36K - $2.64K
|
4.28K
$242K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-38- 0.2% |
$2.04K - $2.28K
|
18.8K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-29- 0.2% |
$1.55K - $1.74K
|
14.8K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 28.57% |
$107 - $120
|
5
$283
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.23K- 58.7% |
$445K - $500K
|
5.79K
$328K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-1.16K- 76.38% |
$62.8K - $70.6K
|
359
$20.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-613- 10.5% |
$33.2K - $37.3K
|
5.22K
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-477- 3.03% |
$25.8K - $29K
|
15.3K
$865K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-55- 1.75% |
$2.98K - $3.35K
|
3.08K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-50- 1.35% |
$2.71K - $3.04K
|
3.66K
$207K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.42K- 12.67% |
$76.4K - $81.8K
|
9.77K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-606- 35.11% |
$32.7K - $34.9K
|
1.12K
$63.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-190- 69.6% |
$10.2K - $11K
|
83
$4.7K
|
|
| Q1 2024 | |||||||
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 50.0% |
$52.6K - $56.4K
|
1K
$56.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-916- 10.14% |
$48.2K - $51.7K
|
8.12K
$460K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-165- 2.77% |
$8.69K - $9.31K
|
5.8K
$328K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-100- 24.39% |
$5.26K - $5.64K
|
310
$17.6K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-57- 82.61% |
$3K - $3.22K
|
12
$679
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27- 0.5% |
$1.42K - $1.52K
|
5.32K
$301K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-6.25K- 5.78% |
$302K - $343K
|
102K
$5.77M
|
|
|
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
$9K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30- 50.0% |
$1.45K - $1.65K
|
30
$1.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-30- 50.0% |
$1.45K - $1.65K
|
30
$1.7K
|
|