Purchases and Sales Made in Q1 2022 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q1 2022. The information is specifically focused on institutions that hold shares of JP MORGAN DIVERSIFIED RETURN I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-14- 1.24% |
$749 - $840
|
1.12K
$60.1K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 2.12% |
$1.93K - $2.16K
|
1.66K
$89.1K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46- 38.02% |
$2.46K - $2.76K
|
75
$4.03K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-93- 0.19% |
$4.97K - $5.58K
|
50K
$2.69M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-93- 0.83% |
$4.97K - $5.58K
|
11.1K
$597K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-144- 0.41% |
$7.7K - $8.64K
|
35K
$1.88M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-175Closed |
$9.36K - $10.5K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-194Closed |
$10.4K - $11.6K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-222- 5.25% |
$11.9K - $13.3K
|
4.01K
$215K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-250- 6.94% |
$13.4K - $15K
|
3.35K
$180K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-312Closed |
$16.7K - $18.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-342- 1.61% |
$18.3K - $20.5K
|
21K
$1.13M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-403- 57.41% |
$21.6K - $24.2K
|
299
$16.1K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-450- 2.65% |
$24.1K - $27K
|
16.5K
$888K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-504- 2.58% |
$27K - $30.3K
|
19K
$1.02M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-530- 4.71% |
$28.3K - $31.8K
|
10.7K
$575K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-700Closed |
$37.4K - $42K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-714- 1.66% |
$38.2K - $42.9K
|
42.3K
$2.27M
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-749- 5.36% |
$40.1K - $45K
|
13.2K
$710K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-935- 18.75% |
$50K - $56.1K
|
4.05K
$218K
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-1.14K- 11.27% |
$60.8K - $68.3K
|
8.95K
$481K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.22KClosed |
$65.1K - $73.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.23K- 5.68% |
$65.8K - $73.8K
|
20.4K
$1.1M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.43KClosed |
$76.4K - $85.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.52K- 85.42% |
$81.1K - $91.1K
|
259
$13.9K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.61KClosed |
$86.1K - $96.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.93K- 26.82% |
$103K - $116K
|
5.28K
$283K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.51K- 6.15% |
$134K - $151K
|
38.4K
$2.06M
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.67K- 27.41% |
$143K - $160K
|
7.08K
$380K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.09K- 30.36% |
$165K - $185K
|
7.08K
$380K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.53KClosed |
$189K - $212K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.34K- 4.82% |
$232K - $261K
|
85.7K
$4.6M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-5.41K- 16.84% |
$289K - $325K
|
26.7K
$1.44M
|
|
|
Apr 12, 2022
Q1 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.44KClosed |
$291K - $327K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.2KClosed |
$331K - $372K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-11.2K- 5.53% |
$598K - $672K
|
191K
$10.3M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-14.7K- 6.37% |
$784K - $880K
|
216K
$11.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2KClosed |
$918K - $1.03M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.9K- 5.24% |
$1.23M - $1.38M
|
414K
$22.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-25.5KClosed |
$1.36M - $1.53M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-32K- 39.0% |
$1.71M - $1.92M
|
50K
$2.68M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-54.8K- 44.44% |
$2.93M - $3.29M
|
68.5K
$3.68M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-61.2K- 90.29% |
$3.27M - $3.68M
|
6.58K
$354K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-73.5K- 67.93% |
$3.93M - $4.41M
|
34.7K
$1.86M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-74.8K- 9.48% |
$4M - $4.49M
|
715K
$38.4M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-175K- 87.41% |
$9.35M - $10.5M
|
25.2K
$1.35M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-308K- 62.26% |
$16.5M - $18.5M
|
187K
$10M
|