Latest Institutional Transactions on Jp Morgan Diversified Return I (JPIN)
This table provides information on the latest institutional transactions involving Jp Morgan Diversified Return I (JPIN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-48- 0.69% |
$3.12K - $3.3K
|
6.87K
$469K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
37+ 0.4% |
$2.4K - $2.54K
|
9.4K
$642K
|
|
|
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 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.98K- 13.74% |
$129K - $136K
|
12.4K
$848K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
748+ 5.78% |
$48.6K - $51.4K
|
13.7K
$935K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$65 - $68.7
|
16.2K
$1.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-13.8K- 68.79% |
$896K - $948K
|
6.26K
$427K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-66- 0.47% |
$4.29K - $4.54K
|
13.8K
$945K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-554- 5.49% |
$36K - $38.1K
|
9.53K
$650K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.4K- 2.58% |
$808K - $855K
|
470K
$32.1M
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-126- 0.26% |
$7.96K - $8.56K
|
48.7K
$3.32M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
177+ 31.89% |
$11.2K - $12K
|
732
$50K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.68KNew |
$548K - $590K
|
8.68K
$592K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.92K+ 1.85% |
$184K - $198K
|
161K
$11M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
442New |
$27.9K - $30K
|
442
$30.2K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-39- 0.91% |
$2.46K - $2.65K
|
4.26K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
203KNew |
$12.8M - $13.8M
|
203K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
19+ 0.09% |
$1.2K - $1.29K
|
20.9K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.2K+ 207.64% |
$2.92M - $3.14M
|
68.4K
$4.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.37K- 20.18% |
$150K - $161K
|
9.37K
$639K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 25.0% |
$63.1 - $68
|
3
$205
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-184- 2.99% |
$11.6K - $12.5K
|
5.97K
$408K
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
300+ 50.0% |
$18.9K - $20.4K
|
900
$61.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.88K+ 5.51% |
$308K - $332K
|
93.5K
$6.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.68% |
$695 - $748
|
1.64K
$112K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.64K- 1.2% |
$167K - $180K
|
217K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.53K+ 1.85% |
$349K - $376K
|
305K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.4K+ 80.08% |
$278K - $299K
|
9.89K
$675K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.69K- 13.82% |
$107K - $115K
|
10.5K
$720K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
35New |
$2.21K - $2.38K
|
35
$2.39K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37+ 0.64% |
$2.34K - $2.51K
|
5.81K
$396K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.91K+ 4.24% |
$310K - $334K
|
121K
$8.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.25% |
$63.1 - $68
|
400
$27.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-895- 7.73% |
$56.5K - $60.8K
|
10.7K
$729K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.32K+ 54.49% |
$209K - $225K
|
9.4K
$641K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-74- 0.47% |
$4.67K - $5.03K
|
15.8K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.61K+ 17.44% |
$417K - $449K
|
44.5K
$3.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.24K+ 0.26% |
$78K - $84K
|
478K
$32.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-457- 6.19% |
$28.9K - $31.1K
|
6.92K
$472K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
37+ 0.69% |
$2.34K - $2.51K
|
5.38K
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.54K+ 152.74% |
$160K - $172K
|
4.2K
$286K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.19KNew |
$74.8K - $80.5K
|
1.19K
$80.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.71KNew |
$361K - $388K
|
5.71K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.98K- 27.84% |
$314K - $338K
|
12.9K
$880K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.02% |
$63.1 - $68
|
5.61K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.86K+ 133.93% |
$623K - $670K
|
17.2K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-882- 3.25% |
$55.7K - $59.9K
|
26.3K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-240- 0.82% |
$15.2K - $16.3K
|
28.9K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.08K+ 5.25% |
$447K - $481K
|
142K
$9.68M
|
|