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 |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-86- 2.06% |
$4.24K - $4.58K
|
4.09K
$227K
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-20.4K- 5.83% |
$862K - $1.03M
|
329K
$18.3M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.76KClosed |
$202K - $242K
|
0
$0
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-2.06K- 33.34% |
$87.4K - $105K
|
4.12K
$229K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-1.52K- 90.27% |
$64.5K - $77.2K
|
164
$9.12K
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.61K- 20.98% |
$111K - $134K
|
9.83K
$547K
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-342- 5.82% |
$14.6K - $17.6K
|
5.54K
$308K
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-342- 5.82% |
$14.6K - $17.6K
|
5.54K
$308K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-110- 0.99% |
$4.68K - $5.66K
|
11K
$612K
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-84- 19.22% |
$3.57K - $4.32K
|
353
$19.6K
|
|
Q2 2022 | |||||||
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-13.7K- 27.44% |
$662K - $784K
|
36.3K
$2.02M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.04KClosed |
$340K - $402K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.83KClosed |
$281K - $333K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.05KClosed |
$195K - $231K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.24K- 95.73% |
$108K - $128K
|
100
$5.56K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.87KClosed |
$90.4K - $107K
|
0
$0
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-580- 17.14% |
$28K - $33.1K
|
2.8K
$156K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-501- 10.39% |
$24.2K - $28.6K
|
4.32K
$240K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-287Closed |
$13.8K - $16.4K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-249- 90.55% |
$12K - $14.2K
|
26
$1.45K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-223- 1.06% |
$10.8K - $12.7K
|
20.7K
$1.15M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-210Closed |
$10.1K - $12K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-100Closed |
$4.83K - $5.71K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-73- 5.13% |
$3.52K - $4.17K
|
1.35K
$75.1K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-20Closed |
$965 - $1.14K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10- 0.16% |
$483 - $571
|
6.3K
$350K
|
|
Q1 2022 | |||||||
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-25.5KClosed |
$1.36M - $1.53M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2KClosed |
$918K - $1.03M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.2KClosed |
$331K - $372K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.44KClosed |
$291K - $327K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.61KClosed |
$86.1K - $96.6K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.43KClosed |
$76.4K - $85.7K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.22KClosed |
$65.1K - $73.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-700Closed |
$37.4K - $42K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-312Closed |
$16.7K - $18.7K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-320KClosed |
$18.6M - $19.7M
|
0
$0
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-151KClosed |
$8.8M - $9.33M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.84KClosed |
$339K - $360K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.36KClosed |
$253K - $268K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-989Closed |
$57.5K - $60.9K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-417Closed |
$24.2K - $25.7K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-294Closed |
$17.1K - $18.1K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.83KClosed |
$351K - $373K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-424Closed |
$25.6K - $27.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-351Closed |
$21.2K - $22.5K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.24KClosed |
$384K - $403K
|
0
$0
|