Purchases and Sales Made in Q4 2021 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-49- 0.48% |
$2.85K - $3.02K
|
10.2K
$546K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-56- 2.34% |
$3.25K - $3.45K
|
2.34K
$126K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-59- 1.38% |
$3.43K - $3.64K
|
4.23K
$227K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-73- 27.34% |
$4.24K - $4.5K
|
194
$10.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-82- 15.13% |
$4.77K - $5.05K
|
460
$24.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-117- 14.29% |
$6.8K - $7.21K
|
702
$37.7K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-183- 5.0% |
$10.6K - $11.3K
|
3.48K
$187K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-207- 3.06% |
$12K - $12.8K
|
6.55K
$352K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-210Closed |
$12.2K - $12.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-229- 0.83% |
$13.3K - $14.1K
|
27.2K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-293- 4.16% |
$17K - $18.1K
|
6.74K
$362K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-294Closed |
$17.1K - $18.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-315- 3.46% |
$18.3K - $19.4K
|
8.79K
$472K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-351- 2.45% |
$20.4K - $21.6K
|
14K
$750K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-417Closed |
$24.2K - $25.7K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-480- 7.24% |
$27.9K - $29.6K
|
6.15K
$330K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-512Closed |
$29.8K - $31.5K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-581- 8.57% |
$33.8K - $35.8K
|
6.2K
$333K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-681- 68.58% |
$39.6K - $42K
|
312
$16.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-682- 68.0% |
$39.6K - $42K
|
321
$17.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-703- 69.54% |
$40.9K - $43.3K
|
308
$16.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-712- 1.29% |
$41.4K - $43.9K
|
54.3K
$2.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-861- 3.82% |
$50K - $53.1K
|
21.7K
$1.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-900- 20.0% |
$52.3K - $55.5K
|
3.6K
$193K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-989Closed |
$57.5K - $60.9K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.04K- 0.51% |
$60.3K - $64K
|
202K
$10.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-1.09K- 8.8% |
$63K - $66.9K
|
11.2K
$604K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-1.18K- 10.45% |
$68.4K - $72.5K
|
10.1K
$542K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.23K- 14.52% |
$71.2K - $75.5K
|
7.21K
$387K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.31K- 21.43% |
$75.9K - $80.5K
|
4.79K
$257K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.38K- 17.99% |
$80.4K - $85.2K
|
6.31K
$339K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.44K- 3.24% |
$83.7K - $88.8K
|
43K
$2.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.62K- 3.81% |
$94K - $99.7K
|
40.9K
$2.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.75K- 7.61% |
$102K - $108K
|
21.3K
$1.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.39K- 29.09% |
$139K - $147K
|
5.83K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.46K- 2.66% |
$143K - $152K
|
90K
$4.83M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 7.67% |
$170K - $180K
|
35.1K
$1.89M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.89K- 1.6% |
$226K - $240K
|
240K
$12.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.2KClosed |
$244K - $259K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.36KClosed |
$253K - $268K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.49K- 50.21% |
$319K - $338K
|
5.44K
$292K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.84KClosed |
$339K - $360K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-14.3K- 14.82% |
$828K - $878K
|
81.9K
$4.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19.4K- 74.0% |
$1.13M - $1.19M
|
6.81K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-20.1K- 2.66% |
$1.17M - $1.24M
|
736K
$39.5M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-23.4K- 9.23% |
$1.36M - $1.44M
|
230K
$12.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.6K- 58.24% |
$2.07M - $2.2M
|
25.5K
$1.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.6K- 80.48% |
$2.24M - $2.38M
|
9.36K
$503K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-41.4K- 56.31% |
$2.41M - $2.55M
|
32.2K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43.5K- 77.73% |
$2.53M - $2.68M
|
12.5K
$669K
|