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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-606- 35.11% |
$32.7K - $34.9K
|
1.12K
$71.9K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-190- 69.6% |
$10.2K - $11K
|
83
$5.33K
|
|
Q1 2024 | |||||||
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 50.0% |
$52.6K - $56.4K
|
1K
$64.2K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-916- 10.14% |
$48.2K - $51.7K
|
8.12K
$521K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-165- 2.77% |
$8.69K - $9.31K
|
5.8K
$372K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-100- 24.39% |
$5.26K - $5.64K
|
310
$19.9K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-57- 82.61% |
$3K - $3.22K
|
12
$770
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27- 0.5% |
$1.42K - $1.52K
|
5.32K
$341K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-6.25K- 5.78% |
$302K - $343K
|
102K
$6.54M
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.41K- 18.86% |
$213K - $242K
|
19K
$1.22M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.06K- 96.23% |
$196K - $223K
|
159
$10.2K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-2.03K- 70.68% |
$102K - $110K
|
843
$54.1K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-415- 9.0% |
$20.9K - $22.5K
|
4.2K
$269K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.36K- 53.1% |
$274K - $290K
|
4.73K
$303K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-89- 68.99% |
$4.55K - $4.82K
|
40
$2.57K
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-86- 2.06% |
$4.24K - $4.58K
|
4.09K
$262K
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-20.4K- 5.83% |
$862K - $1.03M
|
329K
$21.1M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.76KClosed |
$202K - $242K
|
0
$0
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-2.06K- 33.34% |
$87.4K - $105K
|
4.12K
$265K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-1.52K- 90.27% |
$64.5K - $77.2K
|
164
$10.5K
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.61K- 20.98% |
$111K - $134K
|
9.83K
$630K
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-342- 5.82% |
$14.6K - $17.6K
|
5.54K
$355K
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-342- 5.82% |
$14.6K - $17.6K
|
5.54K
$355K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-110- 0.99% |
$4.68K - $5.66K
|
11K
$706K
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-84- 19.22% |
$3.57K - $4.32K
|
353
$22.6K
|
|
Q2 2022 | |||||||
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-13.7K- 27.44% |
$662K - $784K
|
36.3K
$2.33M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.04KClosed |
$340K - $402K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.83KClosed |
$281K - $333K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.05KClosed |
$195K - $231K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.24K- 95.73% |
$108K - $128K
|
100
$6.42K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.87KClosed |
$90.4K - $107K
|
0
$0
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-580- 17.14% |
$28K - $33.1K
|
2.8K
$180K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-287Closed |
$13.8K - $16.4K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-249- 90.55% |
$12K - $14.2K
|
26
$1.67K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-223- 1.06% |
$10.8K - $12.7K
|
20.7K
$1.33M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-210Closed |
$10.1K - $12K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-100Closed |
$4.83K - $5.71K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-20Closed |
$965 - $1.14K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10- 0.16% |
$483 - $571
|
6.3K
$404K
|
|
Q1 2022 | |||||||
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-25.5KClosed |
$1.36M - $1.53M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2KClosed |
$918K - $1.03M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.2KClosed |
$331K - $372K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.44KClosed |
$291K - $327K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.61KClosed |
$86.1K - $96.6K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.43KClosed |
$76.4K - $85.7K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.22KClosed |
$65.1K - $73.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-700Closed |
$37.4K - $42K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-312Closed |
$16.7K - $18.7K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-320KClosed |
$18.6M - $19.7M
|
0
$0
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-151KClosed |
$8.8M - $9.33M
|
0
$0
|