Purchases and Sales Made in Q2 2025 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q2 2025. 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 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.67K+ 3.63% |
$296K - $364K
|
162K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
978+ 9.4% |
$51K - $62.8K
|
11.4K
$730K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
75+ 1.95% |
$3.91K - $4.82K
|
3.93K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.47% |
$209 - $257
|
277
$17.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-16- 0.09% |
$835 - $1.03K
|
18.3K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 6.17% |
$3.13K - $3.86K
|
912
$58.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-157- 1.68% |
$8.19K - $10.1K
|
9.19K
$590K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-284- 4.09% |
$14.8K - $18.2K
|
6.66K
$427K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-314- 2.21% |
$16.4K - $20.2K
|
13.9K
$893K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.28K- 6.81% |
$66.7K - $82.2K
|
17.5K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.97K- 17.8% |
$155K - $191K
|
13.7K
$881K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.17K- 23.52% |
$165K - $204K
|
10.3K
$662K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.4K- 2.68% |
$701K - $863K
|
488K
$31.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-32.4K- 31.85% |
$1.69M - $2.08M
|
69.3K
$4.45M
|