Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-105K- 99.99% |
$6.64M - $7.14M
|
6
$409
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 70.52% |
$897K - $966K
|
5.94K
$405K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.84K- 1.2% |
$369K - $397K
|
483K
$32.9M
|
|
|
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
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.79K- 11.5% |
$176K - $190K
|
21.5K
$1.47M
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.37K- 20.18% |
$150K - $161K
|
9.37K
$639K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.69K- 13.82% |
$107K - $115K
|
10.5K
$720K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.44K- 2.08% |
$91.2K - $98.1K
|
67.9K
$4.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.4K- 0.67% |
$88.6K - $95.4K
|
208K
$14.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.28K- 7.31% |
$80.7K - $86.9K
|
16.2K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-895- 7.73% |
$56.5K - $60.8K
|
10.7K
$729K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-882- 3.25% |
$55.7K - $59.9K
|
26.3K
$1.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-700- 3.12% |
$44.2K - $47.6K
|
21.8K
$1.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-679- 7.96% |
$42.9K - $46.1K
|
7.85K
$536K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-457- 6.19% |
$28.9K - $31.1K
|
6.92K
$472K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-312- 37.01% |
$19.7K - $21.2K
|
531
$36.2K
|
|
|
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 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-228- 2.21% |
$14.4K - $15.5K
|
10.1K
$688K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-184- 2.99% |
$11.6K - $12.5K
|
5.97K
$408K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-180- 5.57% |
$11.4K - $12.2K
|
3.05K
$208K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-126- 0.26% |
$7.96K - $8.56K
|
48.7K
$3.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-74- 0.47% |
$4.67K - $5.03K
|
15.8K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-72- 1.84% |
$4.55K - $4.89K
|
3.84K
$262K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-69- 14.2% |
$4.36K - $4.69K
|
417
$28.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-66- 0.33% |
$4.17K - $4.49K
|
20K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-45- 1.11% |
$2.84K - $3.06K
|
4K
$273K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-39- 0.91% |
$2.46K - $2.65K
|
4.26K
$291K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-17- 0.22% |
$1.07K - $1.16K
|
7.59K
$518K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-15- 0.45% |
$947 - $1.02K
|
3.33K
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-11- 0.08% |
$695 - $748
|
13.9K
$949K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-9- 0.1% |
$568 - $612
|
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
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.25% |
$63.1 - $68
|
400
$27.3K
|
|
| Q2 2025 | |||||||
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.97K- 17.8% |
$155K - $191K
|
13.7K
$937K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.15K- 2.05% |
$112K - $138K
|
102K
$6.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.25K- 14.11% |
$65K - $80.1K
|
7.59K
$518K
|
|
|
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
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3- 10.0% |
$158 - $177
|
27
$1.84K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3- 10.0% |
$158 - $177
|
27
$1.84K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-171- 20.07% |
$9.16K - $10.2K
|
681
$46.5K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.23K- 58.7% |
$445K - $500K
|
5.79K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-613- 10.5% |
$33.2K - $37.3K
|
5.22K
$356K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-606- 35.11% |
$32.7K - $34.9K
|
1.12K
$76.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-190- 69.6% |
$10.2K - $11K
|
83
$5.66K
|
|
| Q1 2024 | |||||||
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 50.0% |
$52.6K - $56.4K
|
1K
$68.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-916- 10.14% |
$48.2K - $51.7K
|
8.12K
$554K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-165- 2.77% |
$8.69K - $9.31K
|
5.8K
$396K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-100- 24.39% |
$5.26K - $5.64K
|
310
$21.2K
|
|