Purchases and Sales Made in Q2 2024 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-472- 7.64% |
$25.4K - $27.2K
|
5.71K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-479- 5.65% |
$25.8K - $27.6K
|
8K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-525- 4.45% |
$28.3K - $30.3K
|
11.3K
$605K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-568- 3.48% |
$30.6K - $32.8K
|
15.8K
$846K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-606- 35.11% |
$32.7K - $34.9K
|
1.12K
$60.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-680- 6.54% |
$36.7K - $39.2K
|
9.71K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-813- 62.83% |
$43.8K - $46.9K
|
481
$25.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-828- 6.13% |
$44.6K - $47.7K
|
12.7K
$681K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-944- 1.78% |
$50.9K - $54.4K
|
52K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.3K- 5.55% |
$70.1K - $75K
|
22.1K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.42K- 12.67% |
$76.4K - $81.8K
|
9.77K
$525K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.55K- 20.72% |
$83.4K - $89.2K
|
5.92K
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.93K- 11.77% |
$104K - $111K
|
14.5K
$776K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.55K- 23.89% |
$137K - $147K
|
8.12K
$436K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.03K- 12.47% |
$163K - $175K
|
21.3K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.14K- 1.18% |
$169K - $181K
|
262K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.66K- 10.96% |
$251K - $269K
|
37.8K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.37K- 1.39% |
$343K - $367K
|
453K
$24.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.81K- 9.08% |
$421K - $450K
|
78.2K
$4.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.95K- 38.98% |
$483K - $516K
|
14K
$753K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.4K- 19.99% |
$777K - $832K
|
57.7K
$3.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.3K- 71.89% |
$1.04M - $1.11M
|
7.55K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.5K- 3.13% |
$1.1M - $1.18M
|
634K
$34.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.6K- 54.54% |
$1.87M - $2M
|
28.9K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.5K- 26.29% |
$1.97M - $2.1M
|
102K
$5.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-43.8K- 6.61% |
$2.36M - $2.53M
|
620K
$33.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-129K- 67.11% |
$6.95M - $7.44M
|
63.2K
$3.4M
|