Purchases and Sales Made in Q3 2023 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-460- 8.83% |
$23.2K - $24.9K
|
4.75K
$255K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-524- 5.41% |
$26.4K - $28.4K
|
9.17K
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-598- 27.63% |
$30.2K - $32.4K
|
1.57K
$84.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-682- 1.55% |
$34.4K - $36.9K
|
43.3K
$2.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-746- 1.48% |
$37.6K - $40.4K
|
49.7K
$2.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-757- 3.98% |
$38.2K - $41K
|
18.3K
$981K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-857- 16.46% |
$43.2K - $46.4K
|
4.35K
$234K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.22K- 6.21% |
$61.5K - $66K
|
18.4K
$989K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.41K- 7.09% |
$70.9K - $76.1K
|
18.4K
$990K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.62K- 5.43% |
$81.8K - $87.8K
|
28.2K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.73K- 1.51% |
$87.2K - $93.6K
|
113K
$6.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-2.03K- 70.68% |
$102K - $110K
|
843
$45.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.2K- 52.38% |
$111K - $119K
|
2K
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.2K- 3.45% |
$111K - $119K
|
61.6K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.52K- 13.22% |
$127K - $136K
|
16.6K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.33K- 22.04% |
$168K - $180K
|
11.8K
$633K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.82K- 1.2% |
$193K - $207K
|
315K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.81K- 89.57% |
$293K - $314K
|
676
$36.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 31.55% |
$587K - $629K
|
25.2K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 4.38% |
$702K - $753K
|
304K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.7K- 25.97% |
$1.35M - $1.44M
|
76K
$4.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-63.3K- 49.61% |
$3.19M - $3.42M
|
64.3K
$3.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-87.9K- 11.71% |
$4.43M - $4.76M
|
663K
$35.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-286K- 92.27% |
$14.4M - $15.5M
|
23.9K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-369K- 89.09% |
$18.6M - $20M
|
45.2K
$2.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-424K- 87.46% |
$21.4M - $23M
|
60.9K
$3.27M
|