Institutional shares held 4.16 Million
0 calls
0 puts
Total value of holdings $239M
$0 calls
$0 puts
# of Institutions 107


Latest Institutional Activity in JPIN

Top Purchases

Q1 2025
Daymark Wealth Partners, LLC Shares Held: 21.8K ($1.25M)
Q1 2025
Sterneck Capital Management, LLC Shares Held: 156K ($8.98M)
Q1 2025
Lex Aurum Advisors, LLC Shares Held: 102K ($5.85M)
Q1 2025
Rhs Financial, LLC Shares Held: 7.93K ($456K)
Q4 2024
Raymond James Financial Inc Shares Held: 96K ($5.52M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 502K ($28.9M)
Q1 2025
Signet Financial Management, LLC Shares Held: 13.5K ($776K)
Q1 2025
Edge Financial Advisors LLC Shares Held: 9.69K ($558K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 972 ($55.9K)
Q1 2025
Apella Capital, LLC Shares Held: 18.3K ($1.05M)

About JPIN

Track Institutional and Insider Activities on JPIN

Follow JP MORGAN DIVERSIFIED RETURN I and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JPIN shares.

Notify only if
Any

Insider Trading

Get notified when an Jp Morgan Diversified Return I insider buys or sells JPIN shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to JP MORGAN DIVERSIFIED RETURN I

Track Activities on JPIN