Purchases and Sales Made in Q2 2022 in Jp Morgan Diversified Return I (JPIN)

JPIN Quotes by TradingView

This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q2 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
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
752K
+ 14.94%
$36.3M - $43M
5.78M $311M
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
566K
New
$27.3M - $32.4M
566K $30.4M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
121K
+ 34.42%
$5.82M - $6.89M
471K $25.3M
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
75.6K
+ 10.58%
$3.65M - $4.32M
790K $42.4M
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
57.8K
+ 102.9%
$2.79M - $3.3M
114K $6.12M
Jul 26, 2022 Q2 2022
Argi Investment Services, LLC

BUY
 -
37.2K
+ 14.84%
$1.79M - $2.12M
288K $15.4M
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
23.6K
+ 366.17%
$1.14M - $1.35M
30.1K $1.61M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
14K
+ 1.89%
$677K - $802K
757K $40.7M
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
11.8K
+ 4.89%
$570K - $676K
254K $13.6M
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
10K
New
$483K - $572K
10K $537K
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

BUY
 -
8.46K
+ 12.35%
$408K - $483K
77K $4.13M
Aug 11, 2022 Q2 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
7.48K
+ 7.95%
$361K - $427K
101K $5.45M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
6.39K
+ 14.67%
$308K - $365K
49.9K $2.68M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.87K
+ 7.48%
$139K - $164K
41.2K $2.21M
Jul 08, 2022 Q2 2022
Appleton Partners Inc

BUY
 -
1.72K
+ 16.03%
$82.9K - $98.2K
12.4K $668K
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
1.53K
+ 5.68%
$73.6K - $87.1K
28.4K $1.52M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
1.51K
+ 3.44%
$73K - $86.5K
45.5K $2.44M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
1.35K
+ 7.08%
$64.9K - $76.9K
20.4K $1.09M
Jul 11, 2022 Q2 2022
Stonehearth Capital Management, LLC

BUY
 -
1.18K
+ 0.62%
$56.7K - $67.2K
192K $10.3M
Jul 13, 2022 Q2 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
1.01K
+ 7.67%
$48.9K - $57.9K
14.2K $765K
Aug 12, 2022 Q2 2022
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
981
+ 2.28%
$47.3K - $56.1K
44K $2.36M
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
753
+ 45.17%
$36.3K - $43K
2.42K $130K
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
650
+ 1.88%
$31.4K - $37.1K
35.2K $1.89M
Jul 19, 2022 Q2 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
340
New
$16.4K - $19.4K
340 $18.3K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
325
+ 4.95%
$15.7K - $18.6K
6.89K $370K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
280
New
$13.5K - $16K
280 $15K
Jul 19, 2022 Q2 2022
Valicenti Advisory Services Inc

BUY
 -
180
+ 0.79%
$8.69K - $10.3K
23K $1.23M
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
175
New
$8.44K - $10K
175 $9.4K
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
134
+ 29.58%
$6.47K - $7.66K
587 $31.5K
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
90
New
$4.34K - $5.14K
90 $4.83K
Aug 12, 2022 Q2 2022
Accuvest Global Advisors

Provo, UT
BUY
 -
67
+ 0.24%
$3.23K - $3.83K
27.5K $1.48M
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

BUY
 -
51
+ 0.8%
$2.46K - $2.91K
6.43K $345K
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

BUY
 -
24
+ 1.45%
$1.16K - $1.37K
1.68K $90.1K
Aug 08, 2022 Q2 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
22
+ 0.1%
$1.06K - $1.26K
22.3K $1.2M
Jul 20, 2022 Q2 2022
Trilogy Capital Inc.

BUY
 -
20
+ 0.21%
$965 - $1.14K
9.38K $504K
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
4
+ 0.04%
$193 - $229
11.1K $597K
Jul 29, 2022 Q2 2022
Heron Financial Group, LLC

BUY
 -
3
+ 0.07%
$145 - $171
4.17K $224K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-10
- 0.16%
$483 - $571
6.3K $338K
Jul 20, 2022 Q2 2022
Mc Carthy Asset Management, Inc.

SELL
 -
-20
Closed
$965 - $1.14K
0 $0
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-37
- 0.38%
$1.79K - $2.11K
9.61K $516K
Aug 10, 2022 Q2 2022
Interactive Financial Advisors

Chicago, IL
SELL
 -
-59
- 11.9%
$2.85K - $3.37K
437 $23.5K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-73
- 5.13%
$3.52K - $4.17K
1.35K $72.5K
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-100
Closed
$4.83K - $5.71K
0 $0
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-175
- 2.32%
$8.44K - $10K
7.37K $396K
Aug 10, 2022 Q2 2022
Resources Management Corp

West Hartford, CT
SELL
 -
-200
- 5.97%
$9.65K - $11.4K
3.15K $169K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-210
Closed
$10.1K - $12K
0 $0
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-217
- 3.05%
$10.5K - $12.4K
6.9K $370K
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-223
- 1.06%
$10.8K - $12.7K
20.7K $1.11M

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