Purchases and Sales Made in Q2 2023 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q2 2023. 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, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-126- 0.75% |
$6.45K - $6.83K
|
16.8K
$900K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-129- 2.8% |
$6.6K - $6.99K
|
4.48K
$241K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-144- 0.75% |
$7.37K - $7.81K
|
19.1K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-220- 1.83% |
$11.3K - $11.9K
|
11.8K
$632K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-260- 1.61% |
$13.3K - $14.1K
|
15.9K
$855K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-327- 3.02% |
$16.7K - $17.7K
|
10.5K
$563K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-333- 3.52% |
$17K - $18.1K
|
9.12K
$490K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-388- 1.65% |
$19.9K - $21K
|
23.1K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-446- 5.5% |
$22.8K - $24.2K
|
7.67K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-877- 0.8% |
$44.9K - $47.5K
|
108K
$5.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-927- 8.73% |
$47.4K - $50.3K
|
9.69K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.47K- 0.34% |
$74.9K - $79.4K
|
427K
$22.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.69K- 13.76% |
$86.7K - $91.8K
|
10.6K
$570K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.95K- 7.93% |
$99.6K - $105K
|
22.6K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.95K- 4.56% |
$99.7K - $106K
|
40.8K
$2.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.79K- 25.25% |
$143K - $151K
|
8.26K
$444K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.94K- 9.38% |
$150K - $159K
|
28.4K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.95K- 5.15% |
$202K - $214K
|
72.9K
$3.91M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.13K- 17.36% |
$211K - $224K
|
19.6K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.36K- 53.1% |
$274K - $290K
|
4.73K
$254K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.63K- 5.2% |
$288K - $305K
|
103K
$5.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.04K- 19.7% |
$463K - $490K
|
36.9K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.4K- 13.78% |
$686K - $727K
|
83.9K
$4.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.7K- 77.55% |
$1.26M - $1.34M
|
7.15K
$384K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-37.6K- 55.72% |
$1.92M - $2.04M
|
29.9K
$1.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-38.4K- 88.07% |
$1.97M - $2.08M
|
5.21K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62.4K- 90.59% |
$3.19M - $3.38M
|
6.48K
$348K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-174K- 26.44% |
$8.92M - $9.46M
|
485K
$26.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.18M- 90.82% |
$316M - $335M
|
625K
$33.5M
|