Purchases and Sales Made in Q4 2025 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
17.7KNew |
$1.15M - $1.22M
|
17.7K
$1.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.49K+ 225.57% |
$162K - $171K
|
3.59K
$245K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.32KNew |
$85.5K - $90.5K
|
1.32K
$89.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
799+ 4.51% |
$51.9K - $54.9K
|
18.5K
$1.26M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
748+ 5.78% |
$48.6K - $51.4K
|
13.7K
$935K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
526New |
$34.2K - $36.2K
|
526
$35.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
37+ 0.4% |
$2.4K - $2.54K
|
9.4K
$642K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$65 - $68.7
|
16.2K
$1.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-48- 0.69% |
$3.12K - $3.3K
|
6.87K
$469K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-66- 0.47% |
$4.29K - $4.54K
|
13.8K
$945K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-118- 0.64% |
$7.67K - $8.11K
|
18.2K
$1.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-554- 5.49% |
$36K - $38.1K
|
9.53K
$650K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.1K- 27.54% |
$71.6K - $75.8K
|
2.9K
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.98K- 13.74% |
$129K - $136K
|
12.4K
$848K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.4K- 2.58% |
$808K - $855K
|
470K
$32.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-13.8K- 68.79% |
$896K - $948K
|
6.26K
$427K
|
|