Latest Institutional Purchases of Jp Morgan Diversified Return I (JPIN)
This list provides information on the latest institutional transactions involving Jp Morgan Diversified Return I (JPIN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
328New |
$17.7K - $18.9K
|
328
$17.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
118New |
$6.36K - $6.8K
|
118
$6.33K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30New |
$1.62K - $1.73K
|
30
$1.61K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
93.3KNew |
$4.91M - $5.27M
|
93.3K
$5.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.8KNew |
$619K - $664K
|
11.8K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.43K+ 20.6% |
$496K - $532K
|
55.2K
$2.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.07K+ 4.29% |
$56.2K - $60.3K
|
26K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
526New |
$27.7K - $29.7K
|
526
$28.2K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
300New |
$15.8K - $16.9K
|
300
$16.1K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120New |
$6.32K - $6.77K
|
120
$6.44K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
93.3KNew |
$4.51M - $5.12M
|
93.3K
$5.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
7.9KNew |
$382K - $433K
|
7.9K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
7.08KNew |
$342K - $388K
|
7.08K
$380K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2.9K+ 67.13% |
$140K - $159K
|
7.22K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.7K+ 3140.74% |
$82K - $93K
|
1.75K
$93.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
526+ 17533.33% |
$25.4K - $28.8K
|
529
$28.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$4.26K - $4.83K
|
88
$4.72K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
8New |
$387 - $439
|
8
$429
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
39New |
$1.97K - $2.11K
|
39
$2.09K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22.7KNew |
$1.16M - $1.23M
|
22.7K
$1.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.93KNew |
$406K - $430K
|
7.93K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.41KNew |
$328K - $347K
|
6.41K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
136+ 2.59% |
$6.96K - $7.37K
|
5.39K
$289K
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10KNew |
$493K - $533K
|
10K
$537K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.21K+ 7.03% |
$405K - $437K
|
125K
$6.71M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.02KNew |
$297K - $321K
|
6.02K
$323K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.05KNew |
$150K - $162K
|
3.05K
$164K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
852New |
$42K - $45.4K
|
852
$45.7K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
461+ 3.15% |
$22.7K - $24.6K
|
15.1K
$809K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
357+ 1428.0% |
$17.6K - $19K
|
382
$20.5K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 0.1% |
$49.3 - $53.3
|
1.03K
$55.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$49.3 - $53.3
|
1.03K
$55.1K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.4KNew |
$1.37M - $1.64M
|
32.4K
$1.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.48KNew |
$190K - $227K
|
4.48K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
30New |
$1.27K - $1.52K
|
30
$1.61K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.87KNew |
$335K - $405K
|
7.87K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
335New |
$14.3K - $17.2K
|
335
$18K
|
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
66+ 0.24% |
$2.81K - $3.4K
|
27.6K
$1.48M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18New |
$766 - $926
|
18
$966
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1+ 3.13% |
$42.6 - $51.5
|
33
$1.77K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10KNew |
$483K - $572K
|
10K
$537K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
340New |
$16.4K - $19.4K
|
340
$18.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
175New |
$8.44K - $10K
|
175
$9.39K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
116KNew |
$6.23M - $6.99M
|
116K
$6.25M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
458New |
$24.5K - $27.5K
|
458
$24.6K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
90New |
$5.23K - $5.55K
|
90
$4.83K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.2KNew |
$133K - $141K
|
2.2K
$118K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.03KNew |
$50.9K - $55K
|
1.03K
$55.1K
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
41.6KNew |
$1.72M - $2.18M
|
41.6K
$2.23M
|
|