Purchases and Sales Made in Q3 2022 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
466K+ 8.05% |
$19.8M - $24M
|
6.25M
$336M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
103K+ 13.63% |
$4.39M - $5.31M
|
861K
$46.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
61.8K+ 21.48% |
$2.63M - $3.18M
|
349K
$18.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
59.5KNew |
$2.53M - $3.06M
|
59.5K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.3K+ 80.94% |
$2.44M - $2.95M
|
128K
$6.87M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
35.6K+ 1055.04% |
$1.51M - $1.83M
|
38.9K
$2.09M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.7K+ 6390.91% |
$838K - $1.01M
|
20K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.6K+ 8648.89% |
$662K - $801K
|
15.7K
$846K
|
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
12.7K+ 12.47% |
$542K - $655K
|
115K
$6.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$453K - $548K
|
10.7K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.87KNew |
$335K - $405K
|
7.87K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
7.22K+ 7.12% |
$307K - $372K
|
109K
$5.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.21KNew |
$222K - $268K
|
5.21K
$280K
|
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.24K+ 2.21% |
$181K - $218K
|
196K
$10.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.78K+ 18.56% |
$161K - $194K
|
24.1K
$1.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
3.15K+ 10.47% |
$134K - $162K
|
33.2K
$1.78M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
2.57K+ 5.66% |
$109K - $132K
|
48.1K
$2.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
2.21K+ 91.49% |
$94.2K - $114K
|
4.63K
$249K
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.05K+ 8.93% |
$87.3K - $106K
|
25K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.22K+ 19.58% |
$51.9K - $62.7K
|
7.45K
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
962+ 163.88% |
$40.9K - $49.5K
|
1.55K
$83.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
926+ 2.25% |
$39.4K - $47.7K
|
42.2K
$2.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
804+ 1.83% |
$34.2K - $41.4K
|
44.8K
$2.41M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
686+ 4.82% |
$29.2K - $35.3K
|
14.9K
$801K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
662+ 10.3% |
$28.2K - $34.1K
|
7.09K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
400+ 533.33% |
$17K - $20.6K
|
475
$25.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
335New |
$14.3K - $17.2K
|
335
$18K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
305New |
$13K - $15.7K
|
305
$16.4K
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
237+ 1.46% |
$10.1K - $12.2K
|
16.4K
$882K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
125+ 44.64% |
$5.32K - $6.43K
|
405
$21.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
66+ 0.24% |
$2.81K - $3.4K
|
27.6K
$1.48M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18New |
$766 - $926
|
18
$967
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
15+ 0.06% |
$638 - $772
|
26.2K
$1.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.54% |
$383 - $463
|
1.69K
$90.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$170 - $206
|
4
$215
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1+ 3.13% |
$42.6 - $51.5
|
33
$1.77K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13- 3.61% |
$553 - $669
|
347
$18.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-84- 19.22% |
$3.57K - $4.32K
|
353
$19K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-110- 0.99% |
$4.68K - $5.66K
|
11K
$591K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-150- 4.76% |
$6.38K - $7.72K
|
3K
$161K
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-275- 2.93% |
$11.7K - $14.2K
|
9.11K
$489K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-342- 5.82% |
$14.6K - $17.6K
|
5.54K
$297K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-342- 5.82% |
$14.6K - $17.6K
|
5.54K
$297K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-414- 2.62% |
$17.6K - $21.3K
|
15.4K
$826K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-470- 6.81% |
$20K - $24.2K
|
6.43K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-588- 6.12% |
$25K - $30.3K
|
9.03K
$485K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-616- 2.76% |
$26.2K - $31.7K
|
21.7K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-655- 8.88% |
$27.9K - $33.7K
|
6.72K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-670- 1.38% |
$28.5K - $34.5K
|
48K
$2.58M
|