Purchases and Sales Made in Q4 2024 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96KNew |
$5.14M - $5.75M
|
96K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.3K+ 806.24% |
$2.59M - $2.89M
|
54.3K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.3KNew |
$1.94M - $2.17M
|
36.3K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28.6KNew |
$1.53M - $1.71M
|
28.6K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
19.4KNew |
$1.04M - $1.16M
|
19.4K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.2K+ 18.78% |
$974K - $1.09M
|
115K
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 13.68% |
$701K - $784K
|
109K
$6.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.1K+ 8.35% |
$648K - $724K
|
157K
$8.88M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.32K+ 168.45% |
$499K - $558K
|
14.9K
$841K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.86K+ 9.79% |
$475K - $531K
|
99.4K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.76KNew |
$469K - $525K
|
8.76K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.26K+ 144.58% |
$335K - $375K
|
10.6K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.25KNew |
$335K - $374K
|
6.25K
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.71K+ 124.83% |
$306K - $342K
|
10.3K
$582K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.61KNew |
$300K - $336K
|
5.61K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.07KNew |
$272K - $304K
|
5.07K
$287K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.8KNew |
$257K - $287K
|
4.8K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.51K+ 2.5% |
$188K - $210K
|
144K
$8.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.32K+ 2.21% |
$178K - $199K
|
153K
$8.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.78K+ 7.54% |
$149K - $166K
|
39.6K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.73K+ 44.1% |
$146K - $164K
|
8.93K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.53KNew |
$81.9K - $91.6K
|
1.53K
$86.6K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.29K+ 11.15% |
$68.9K - $77K
|
12.8K
$726K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 9.7% |
$59K - $65.9K
|
12.5K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
805+ 11.93% |
$43.1K - $48.2K
|
7.56K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
355+ 1.63% |
$19K - $21.3K
|
22.1K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
352+ 3.96% |
$18.9K - $21.1K
|
9.23K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
351New |
$18.8K - $21K
|
351
$19.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
290+ 2.41% |
$15.5K - $17.4K
|
12.3K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
229+ 3.21% |
$12.3K - $13.7K
|
7.35K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
202+ 3.6% |
$10.8K - $12.1K
|
5.81K
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
194+ 17.24% |
$10.4K - $11.6K
|
1.32K
$74.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
108+ 1.05% |
$5.78K - $6.47K
|
10.4K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
86+ 0.49% |
$4.61K - $5.15K
|
17.6K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
76+ 0.41% |
$4.07K - $4.55K
|
18.6K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
69+ 0.13% |
$3.7K - $4.13K
|
53.6K
$3.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
60+ 0.77% |
$3.21K - $3.59K
|
7.84K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57+ 34.34% |
$3.05K - $3.41K
|
223
$12.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42+ 0.15% |
$2.25K - $2.52K
|
28.4K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.81% |
$2.09K - $2.34K
|
4.88K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30+ 1.91% |
$1.61K - $1.8K
|
1.6K
$90.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21+ 0.42% |
$1.12K - $1.26K
|
4.98K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 1.8% |
$321 - $359
|
340
$19.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.49% |
$214 - $240
|
272
$15.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$107 - $120
|
479
$27.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 28.57% |
$107 - $120
|
5
$283
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-29- 0.2% |
$1.55K - $1.74K
|
14.8K
$835K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-38- 0.2% |
$2.04K - $2.28K
|
18.8K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-44- 1.02% |
$2.36K - $2.64K
|
4.28K
$242K
|