Purchases and Sales Made in Q3 2019 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q3 2019. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2019
Q3 2019
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
389K+ 1705.87% |
$20.6M - $21.1M
|
412K
$22.4M
|
|
|
Nov 13, 2019
Q3 2019
|
Argi Investment Services, LLC
|
BUY
|
- |
166K+ 8.06% |
$8.78M - $8.98M
|
2.22M
$121M
|
|
|
Nov 06, 2019
Q3 2019
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
122K+ 6.59% |
$6.46M - $6.6M
|
1.97M
$107M
|
|
|
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
73K+ 97.33% |
$3.87M - $3.95M
|
148K
$8.05M
|
|
|
Jun 17, 2024
Q3 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
58.2KNew |
$3.09M - $3.15M
|
58.2K
$3.17M
|
|
|
Oct 03, 2019
Q3 2019
|
Pacific Financial Group Inc
|
BUY
|
- |
39.8K+ 6.95% |
$2.11M - $2.16M
|
613K
$33.4M
|
|
|
Nov 13, 2019
Q3 2019
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.4K+ 5.66% |
$1.88M - $1.92M
|
661K
$36M
|
|
|
Nov 13, 2019
Q3 2019
|
Assetmark, Inc
|
BUY
|
- |
29.2K+ 12.27% |
$1.55M - $1.58M
|
267K
$14.5M
|
|
|
Nov 14, 2019
Q3 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.2KNew |
$1.44M - $1.47M
|
27.2K
$1.48M
|
|
|
Nov 06, 2019
Q3 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.8K+ 7.7% |
$1.1M - $1.13M
|
291K
$15.8M
|
|
|
Nov 14, 2019
Q3 2019
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20K+ 16.57% |
$1.06M - $1.08M
|
141K
$7.66M
|
|
|
Nov 12, 2019
Q3 2019
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.2KNew |
$912K - $932K
|
17.2K
$936K
|
|
|
Nov 07, 2019
Q3 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.4K+ 7.0% |
$869K - $888K
|
251K
$13.6M
|
|
|
Oct 18, 2019
Q3 2019
|
Spc Financial, Inc.
|
BUY
|
- |
13K+ 56.93% |
$687K - $702K
|
35.7K
$1.94M
|
|
|
Nov 15, 2019
Q3 2019
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.2K+ 27.17% |
$649K - $663K
|
57.3K
$3.12M
|
|
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.2K+ 16408.06% |
$539K - $551K
|
10.2K
$557K
|
|
|
Nov 26, 2019
Q3 2019
|
Uma Financial Services, Inc.
|
BUY
|
- |
9.92KNew |
$526K - $537K
|
9.92K
$540K
|
|
|
Oct 07, 2019
Q3 2019
|
Trilogy Capital Inc.
|
BUY
|
- |
7.3K+ 1.28% |
$387K - $395K
|
579K
$31.5M
|
|
|
Oct 17, 2019
Q3 2019
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
5.2K+ 14.54% |
$275K - $281K
|
40.9K
$2.23M
|
|
|
Oct 29, 2019
Q3 2019
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
5.17K+ 4.49% |
$274K - $280K
|
120K
$6.54M
|
|
|
Nov 05, 2019
Q3 2019
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.02K+ 4.96% |
$213K - $218K
|
85.2K
$4.64M
|
|
|
Nov 06, 2019
Q3 2019
|
Ifg Advisory, LLC
|
BUY
|
- |
3.79KNew |
$201K - $205K
|
3.79K
$206K
|
|
|
Nov 12, 2019
Q3 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.02KNew |
$160K - $164K
|
3.02K
$164K
|
|
|
Nov 12, 2019
Q3 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 5.33% |
$151K - $154K
|
56.3K
$3.06M
|
|
|
Nov 13, 2019
Q3 2019
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.5K+ 54.29% |
$132K - $135K
|
7.11K
$387K
|
|
|
Oct 09, 2019
Q3 2019
|
Allworth Financial LP
|
BUY
|
- |
2.41K+ 38.87% |
$127K - $130K
|
8.59K
$467K
|
|
|
Oct 22, 2019
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
1.91K+ 715.36% |
$101K - $103K
|
2.18K
$118K
|
|
|
Oct 17, 2019
Q3 2019
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.46K+ 3.49% |
$77.5K - $79.2K
|
43.4K
$2.36M
|
|
|
Oct 21, 2019
Q3 2019
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.24K+ 9.91% |
$65.5K - $67K
|
13.7K
$747K
|
|
|
Oct 24, 2019
Q3 2019
|
First National Corp
|
BUY
|
- |
1.18K+ 8.59% |
$62.6K - $64K
|
14.9K
$812K
|
|
|
Oct 31, 2019
Q3 2019
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.05K+ 7.59% |
$55.6K - $56.9K
|
14.9K
$810K
|
|
|
Nov 01, 2019
Q3 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
744+ 9.1% |
$39.4K - $40.3K
|
8.92K
$485K
|
|
|
Oct 24, 2019
Q3 2019
|
Trust CO Of Vermont
|
BUY
|
- |
700New |
$37.1K - $37.9K
|
700
$38.1K
|
|
|
Oct 29, 2019
Q3 2019
|
Mai Capital Management
|
BUY
|
- |
523+ 1.18% |
$27.7K - $28.3K
|
44.9K
$2.44M
|
|
|
Oct 17, 2019
Q3 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
490+ 0.41% |
$26K - $26.5K
|
121K
$6.59M
|
|
|
Nov 12, 2019
Q3 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
362+ 3.13% |
$19.2K - $19.6K
|
11.9K
$649K
|
|
|
Nov 01, 2019
Q3 2019
|
Sonata Capital Group Inc
|
BUY
|
- |
330+ 1.56% |
$17.5K - $17.9K
|
21.5K
$1.17M
|
|
|
Nov 12, 2019
Q3 2019
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
301+ 1.6% |
$15.9K - $16.3K
|
19.1K
$1.04M
|
|
|
Aug 13, 2024
Q3 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
262New |
$13.9K - $14.2K
|
262
$14.3K
|
|
|
Oct 28, 2019
Q3 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
134+ 0.05% |
$7.1K - $7.26K
|
270K
$14.7M
|
|
|
Nov 05, 2019
Q3 2019
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
125+ 1.92% |
$6.62K - $6.77K
|
6.64K
$361K
|
|
|
Nov 14, 2019
Q3 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
96+ 0.02% |
$5.09K - $5.2K
|
401K
$21.8M
|
|
|
Nov 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
BUY
|
- |
41New |
$2.17K - $2.22K
|
41
$2.23K
|
|
|
Oct 24, 2019
Q3 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
35+ 0.65% |
$1.85K - $1.9K
|
5.45K
$296K
|
|
|
Oct 23, 2019
Q3 2019
|
Creative Financial Designs Inc
|
BUY
|
- |
29+ 0.69% |
$1.54K - $1.57K
|
4.22K
$229K
|
|
|
Nov 01, 2019
Q3 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11+ 1.45% |
$583 - $596
|
770
$41.9K
|
|
|
Nov 08, 2019
Q3 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.04% |
$159 - $162
|
6.79K
$370K
|
|
|
Nov 06, 2019
Q3 2019
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3+ 0.06% |
$159 - $162
|
4.64K
$252K
|
|
|
Oct 22, 2019
Q3 2019
|
Newfound Research LLC
|
BUY
|
- |
2+ 2.94% |
$106 - $108
|
70
$3.81K
|
|
|
Nov 13, 2019
Q3 2019
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-38- 0.54% |
$2.01K - $2.06K
|
6.94K
$377K
|