Purchases and Sales Made in Q3 2020 in Jp Morgan Diversified Return I (JPIN)

JPIN Quotes by TradingView

This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q3 2020. 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 17, 2020 Q3 2020
Jane Street Group, LLC

New York, NY
BUY
 -
269K
+ 1877.68%
$13.3M - $14.4M
283K $15.4M
Nov 12, 2020 Q3 2020
Wealth Enhancement Advisory Services, LLC

BUY
 -
158K
+ 4.82%
$7.84M - $8.47M
3.44M $187M
Nov 13, 2020 Q3 2020
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
72.2K
+ 57.68%
$3.58M - $3.87M
197K $10.7M
Oct 06, 2020 Q3 2020
Crestwood Advisors Group LLC

BUY
 -
67.7K
+ 17.79%
$3.36M - $3.62M
448K $24.4M
Nov 12, 2020 Q3 2020
Ubs Group Ag

BUY
 -
61.2K
+ 6.64%
$3.03M - $3.28M
983K $53.5M
Nov 12, 2020 Q3 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
37.7K
New
$1.87M - $2.02M
37.7K $2.05M
Nov 12, 2020 Q3 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
23.4K
+ 7.02%
$1.16M - $1.25M
357K $19.4M
Nov 13, 2020 Q3 2020
Integrated Wealth Concepts LLC

BUY
 -
9.99K
+ 9.08%
$496K - $535K
120K $6.53M
Oct 20, 2020 Q3 2020
Stonehearth Capital Management, LLC

BUY
 -
7.36K
+ 6.77%
$365K - $394K
116K $6.31M
Nov 16, 2020 Q3 2020
Trilogy Capital Inc.

BUY
 -
6.99K
+ 11.52%
$347K - $375K
67.7K $3.68M
Oct 09, 2020 Q3 2020
Rvw Wealth, LLC

BUY
 -
5.26K
+ 2.68%
$261K - $282K
202K $11M
Nov 03, 2020 Q3 2020
Allworth Financial LP

BUY
 -
4.59K
+ 22.77%
$227K - $246K
24.7K $1.35M
Nov 16, 2020 Q3 2020
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
4.5K
+ 18.65%
$223K - $241K
28.6K $1.56M
Oct 22, 2020 Q3 2020
Lex Aurum Advisors, LLC

BUY
 -
2.85K
+ 3.04%
$141K - $153K
96.6K $5.25M
Oct 09, 2020 Q3 2020
Envestnet Asset Management Inc

BUY
 -
2.77K
+ 3.78%
$137K - $148K
76K $4.13M
Nov 20, 2020 Q3 2020
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
2.32K
New
$115K - $124K
2.32K $126K
Nov 13, 2020 Q3 2020
Truist Financial Corp

BUY
 -
1.67K
+ 3.2%
$82.8K - $89.4K
53.8K $2.93M
Nov 05, 2020 Q3 2020
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
1.38K
+ 5.95%
$68.2K - $73.7K
24.5K $1.33M
Oct 29, 2020 Q3 2020
Stratos Wealth Partners, Ltd.

BUY
 -
1.22K
+ 9.12%
$60.4K - $65.2K
14.6K $792K
Nov 13, 2020 Q3 2020
Professional Financial Advisors, LLC

BUY
 -
1.03K
New
$50.9K - $55K
1.03K $55.8K
Nov 12, 2020 Q3 2020
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
862
+ 2.54%
$42.7K - $46.2K
34.8K $1.89M
Nov 13, 2020 Q3 2020
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
813
New
$40.3K - $43.5K
813 $44.2K
Oct 27, 2020 Q3 2020
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
692
+ 0.81%
$34.3K - $37.1K
86.4K $4.7M
Nov 16, 2020 Q3 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
647
+ 3.35%
$32.1K - $34.7K
19.9K $1.09M
Oct 16, 2020 Q3 2020
Valicenti Advisory Services Inc

BUY
 -
429
+ 2.5%
$21.3K - $23K
17.6K $957K
Nov 12, 2020 Q3 2020
Kestra Advisory Services, LLC

BUY
 -
150
New
$7.44K - $8.03K
150 $8.16K
Nov 16, 2020 Q3 2020
Advisory Services Network, LLC

BUY
 -
104
New
$5.16K - $5.57K
104 $5.66K
Nov 04, 2020 Q3 2020
Uma Financial Services, Inc.

BUY
 -
63
+ 0.97%
$3.12K - $3.37K
6.53K $355K
Sep 10, 2024 Q3 2020
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
45
+ 0.86%
$2.23K - $2.41K
5.31K $289K
Nov 12, 2020 Q3 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
43
New
$2.13K - $2.3K
43 $2.34K
Oct 13, 2020 Q3 2020
Sym Financial Corp

BUY
 -
10
+ 0.33%
$496 - $536
3.02K $164K
Oct 07, 2020 Q3 2020
Time Scale Financial, Inc.

BUY
 -
6
+ 0.89%
$298 - $321
678 $36.9K
Nov 12, 2020 Q3 2020
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
4
+ 0.03%
$198 - $214
11.6K $633K
Nov 13, 2020 Q3 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 12, 2020 Q3 2020
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-67
- 5.58%
$3.32K - $3.59K
1.13K $61.6K
Oct 23, 2020 Q3 2020
Hudock, Inc.

SELL
 -
-67
- 38.51%
$3.32K - $3.59K
107 $5.82K
Nov 12, 2020 Q3 2020
Franklin Resources Inc

San Mateo, CA
SELL
 -
-100
- 12.5%
$4.96K - $5.36K
700 $38.1K
Nov 13, 2020 Q3 2020
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-135
- 0.35%
$6.69K - $7.23K
38.7K $2.11M
Nov 13, 2020 Q3 2020
Sns Financial Group, LLC

SELL
 -
-160
- 2.42%
$7.93K - $8.57K
6.46K $351K
Oct 29, 2020 Q3 2020
Interactive Financial Advisors

Chicago, IL
SELL
 -
-187
- 11.07%
$9.27K - $10K
1.5K $81.7K
Nov 13, 2020 Q3 2020
Td Capital Management LLC

Memphis, TN
SELL
 -
-189
- 34.3%
$9.37K - $10.1K
362 $19.7K
Oct 14, 2020 Q3 2020
Sterneck Capital Management, LLC

Kansas City, MO
SELL
 -
-218
- 0.2%
$10.8K - $11.7K
108K $5.89M
Nov 12, 2020 Q3 2020
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-249
Closed
$12.3K - $13.3K
0 $0
Oct 19, 2020 Q3 2020
Vestmark Advisory Solutions, Inc.

SELL
 -
-284
- 4.79%
$14.1K - $15.2K
5.65K $307K
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-379
- 5.89%
$18.8K - $20.3K
6.06K $329K
Nov 12, 2020 Q3 2020
Resources Management Corp

West Hartford, CT
SELL
 -
-400
- 6.25%
$19.8K - $21.4K
6K $326K
Nov 04, 2020 Q3 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-402
- 0.58%
$19.9K - $21.5K
68.9K $3.75M
Dec 21, 2020 Q3 2020
Hm Payson & CO

Portland, ME
SELL
 -
-440
- 1.95%
$21.8K - $23.6K
22.1K $1.2M
Nov 12, 2020 Q3 2020
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-587
- 4.38%
$29.1K - $31.4K
12.8K $698K

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