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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
3.19K+ 63.6% |
$201K - $217K
|
8.2K
$560K
|
|
|
Nov 06, 2025
Q3 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-105K- 99.99% |
$6.64M - $7.14M
|
6
$409
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.44K- 2.08% |
$91.2K - $98.1K
|
67.9K
$4.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
129New |
$8.15K - $8.77K
|
129
$8.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-45- 1.11% |
$2.84K - $3.06K
|
4K
$273K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.68K+ 33.45% |
$359K - $386K
|
22.7K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-312- 37.01% |
$19.7K - $21.2K
|
531
$36.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
63+ 0.65% |
$3.98K - $4.28K
|
9.72K
$663K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.84K- 1.2% |
$369K - $397K
|
483K
$32.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
202+ 5.59% |
$12.8K - $13.7K
|
3.82K
$260K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-17- 0.22% |
$1.07K - $1.16K
|
7.59K
$518K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.44K+ 2.13% |
$217K - $234K
|
165K
$11.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.28K- 7.31% |
$80.7K - $86.9K
|
16.2K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3.78K+ 35.52% |
$238K - $257K
|
14.4K
$983K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.35KNew |
$590K - $635K
|
9.35K
$638K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 70.52% |
$897K - $966K
|
5.94K
$405K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-66- 0.33% |
$4.17K - $4.49K
|
20K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-9- 0.1% |
$568 - $612
|
9.37K
$639K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
258+ 3.88% |
$16.3K - $17.5K
|
6.91K
$472K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.57K+ 13.79% |
$99.1K - $107K
|
13K
$884K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.4K- 0.67% |
$88.6K - $95.4K
|
208K
$14.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
21+ 0.67% |
$1.33K - $1.43K
|
3.17K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-679- 7.96% |
$42.9K - $46.1K
|
7.85K
$536K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-11- 0.08% |
$695 - $748
|
13.9K
$949K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.3KNew |
$649K - $699K
|
10.3K
$702K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-15- 0.45% |
$947 - $1.02K
|
3.33K
$227K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.18K+ 10.76% |
$201K - $216K
|
32.7K
$2.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
15+ 0.08% |
$947 - $1.02K
|
18.3K
$1.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11+ 0.33% |
$695 - $748
|
3.32K
$227K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.56K+ 17.01% |
$98.8K - $106K
|
10.8K
$734K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
191+ 20.94% |
$12.1K - $13K
|
1.1K
$75.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48New |
$3.03K - $3.26K
|
48
$3.28K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.15K- 2.05% |
$112K - $138K
|
102K
$6.98M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
718New |
$37.5K - $46.1K
|
718
$49K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27- 1.25% |
$1.41K - $1.73K
|
2.13K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 1.28% |
$52.2 - $64.3
|
77
$5.25K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.05KNew |
$54.7K - $67.3K
|
1.05K
$71.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06KNew |
$55.3K - $68K
|
1.06K
$72.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.25K- 14.11% |
$65K - $80.1K
|
7.59K
$518K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
332New |
$17.3K - $21.3K
|
332
$22.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.32KNew |
$173K - $214K
|
3.32K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
689+ 2.38% |
$36K - $44.3K
|
29.6K
$2.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
45New |
$2.35K - $2.89K
|
45
$3.07K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.56KNew |
$186K - $229K
|
3.56K
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
52New |
$2.71K - $3.34K
|
52
$3.55K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
501New |
$26.1K - $32.2K
|
501
$34.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
75+ 1.95% |
$3.91K - $4.82K
|
3.93K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.47% |
$209 - $257
|
277
$18.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.97K- 17.8% |
$155K - $191K
|
13.7K
$937K
|
|