Purchases and Sales Made in Q1 2024 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q1 2024. 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 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-57- 82.61% |
$3K - $3.22K
|
12
$644
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-100- 24.39% |
$5.26K - $5.64K
|
310
$16.6K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-165- 2.77% |
$8.69K - $9.31K
|
5.8K
$311K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-189- 1.0% |
$9.95K - $10.7K
|
18.7K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-191Closed |
$10.1K - $10.8K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-214- 2.46% |
$11.3K - $12.1K
|
8.48K
$455K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-219- 0.72% |
$11.5K - $12.4K
|
30.1K
$1.62M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-220- 1.24% |
$11.6K - $12.4K
|
17.5K
$941K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-308- 1.95% |
$16.2K - $17.4K
|
15.5K
$832K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-320- 0.82% |
$16.8K - $18.1K
|
38.7K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-339- 2.03% |
$17.8K - $19.1K
|
16.3K
$877K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-367- 57.98% |
$19.3K - $20.7K
|
266
$14.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-421- 0.81% |
$22.2K - $23.8K
|
51.3K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-451- 1.05% |
$23.7K - $25.5K
|
42.5K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-500- 4.28% |
$26.3K - $28.2K
|
11.2K
$601K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-562- 0.4% |
$29.6K - $31.7K
|
140K
$7.53M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-839- 3.46% |
$44.2K - $47.4K
|
23.4K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-916- 10.14% |
$48.2K - $51.7K
|
8.12K
$436K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 50.0% |
$52.6K - $56.4K
|
1K
$53.7K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.72K- 21.77% |
$90.5K - $97.1K
|
6.18K
$332K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.05K- 15.82% |
$108K - $116K
|
10.9K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.21K- 12.26% |
$169K - $181K
|
23K
$1.23M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.7K- 1.14% |
$195K - $209K
|
320K
$17.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.83K- 48.65% |
$201K - $216K
|
4.04K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.82K- 29.1% |
$254K - $272K
|
11.7K
$630K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.12K- 7.94% |
$375K - $402K
|
82.5K
$4.43M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9.94K- 62.43% |
$523K - $561K
|
5.98K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 1.58% |
$555K - $595K
|
655K
$35.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.5K- 17.49% |
$709K - $760K
|
63.5K
$3.41M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.3K- 14.81% |
$755K - $810K
|
82.5K
$4.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.8K- 40.84% |
$883K - $947K
|
24.3K
$1.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-26.9K- 71.59% |
$1.42M - $1.52M
|
10.7K
$573K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-37.1K- 12.26% |
$1.95M - $2.09M
|
265K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-74K- 60.53% |
$3.9M - $4.18M
|
48.3K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-76.1K- 79.39% |
$4.01M - $4.3M
|
19.8K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.2K- 10.29% |
$4.01M - $4.3M
|
664K
$35.6M
|