Purchases and Sales Made in Q4 2023 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-604- 5.13% |
$29.2K - $33.1K
|
11.2K
$600K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-604- 10.15% |
$29.2K - $33.1K
|
5.35K
$287K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-672- 3.65% |
$32.5K - $36.9K
|
17.7K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-750- 4.53% |
$36.3K - $41.1K
|
15.8K
$849K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.02K- 10.13% |
$49.2K - $55.8K
|
9.04K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.09K- 11.86% |
$52.6K - $59.6K
|
8.08K
$434K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 2.11% |
$53.4K - $60.6K
|
51.3K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.29K- 82.57% |
$62.5K - $70.9K
|
273
$14.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.44K- 20.2% |
$69.4K - $78.7K
|
5.67K
$304K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.46K- 0.48% |
$70.7K - $80.1K
|
303K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.72K- 9.43% |
$83.4K - $94.5K
|
16.5K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.95K- 97.3% |
$94.1K - $107K
|
54
$2.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.11K- 1.66% |
$102K - $116K
|
125K
$6.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.19K- 28.86% |
$106K - $120K
|
5.39K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.22K- 5.13% |
$107K - $122K
|
41.1K
$2.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.36K- 5.7% |
$114K - $129K
|
39K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.6K- 14.13% |
$126K - $143K
|
15.8K
$850K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3.97K- 14.07% |
$192K - $218K
|
24.3K
$1.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-4K- 17.45% |
$193K - $219K
|
18.9K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.06K- 96.23% |
$196K - $223K
|
159
$8.54K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.41K- 18.86% |
$213K - $242K
|
19K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.22K- 30.13% |
$252K - $286K
|
12.1K
$650K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.48K- 33.91% |
$265K - $300K
|
10.7K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.79K- 3.95% |
$280K - $317K
|
141K
$7.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.2K- 51.26% |
$300K - $340K
|
5.9K
$317K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-6.25K- 5.78% |
$302K - $343K
|
102K
$5.47M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.23K- 7.46% |
$349K - $396K
|
89.7K
$4.81M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.18K- 2.52% |
$396K - $449K
|
316K
$17M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.9K- 29.43% |
$866K - $983K
|
43K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-18.5K- 28.81% |
$896K - $1.02M
|
45.8K
$2.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-25.9K- 66.72% |
$1.25M - $1.42M
|
12.9K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.4K- 22.72% |
$1.32M - $1.5M
|
93.1K
$5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.9K- 27.41% |
$1.64M - $1.86M
|
89.7K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.4K- 8.06% |
$1.66M - $1.88M
|
392K
$21.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-41.8K- 84.17% |
$2.02M - $2.29M
|
7.86K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85.9K- 10.4% |
$4.15M - $4.71M
|
740K
$39.7M
|