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 |
---|---|---|---|---|---|---|---|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-349Closed |
$21.5K - $22.5K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-31Closed |
$1.91K - $2K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 29, 2021
Q1 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-556KClosed |
$32.4M - $34.3M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-137KClosed |
$7.97M - $8.45M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-86.8KClosed |
$5.06M - $5.35M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-25.4KClosed |
$1.48M - $1.57M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.06KClosed |
$353K - $374K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-107Closed |
$6.23K - $6.6K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-84Closed |
$4.89K - $5.18K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-46Closed |
$2.68K - $2.84K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31Closed |
$1.81K - $1.91K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 03, 2021
Q4 2020
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-86.4KClosed |
$4.31M - $5.05M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-14.5KClosed |
$724K - $849K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11.6KClosed |
$579K - $678K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.81KClosed |
$240K - $281K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
SELL
|
- |
-4.34KClosed |
$217K - $254K
|
0
$0
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100Closed |
$4.99K - $5.85K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-43Closed |
$2.14K - $2.51K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-9.77KClosed |
$484K - $523K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Caprock Group, Inc.
|
SELL
|
- |
-6.25KClosed |
$310K - $335K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.03KClosed |
$249K - $269K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.42KClosed |
$70.6K - $76.3K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.14KClosed |
$56.7K - $61.3K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-249Closed |
$12.3K - $13.3K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 12, 2020
Q2 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-300KClosed |
$12.4M - $15.8M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-74KClosed |
$3.06M - $3.89M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-73.2KClosed |
$3.03M - $3.84M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Sonata Capital Group Inc
|
SELL
|
- |
-22.2KClosed |
$918K - $1.17M
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-21.5KClosed |
$889K - $1.13M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.8KClosed |
$281K - $357K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-593Closed |
$24.5K - $31.1K
|
0
$0
|
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-370Closed |
$15.3K - $19.4K
|
0
$0
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-252Closed |
$10.4K - $13.2K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-231Closed |
$9.56K - $12.1K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200- 50.0% |
$8.28K - $10.5K
|
200
$11K
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-96Closed |
$3.97K - $5.04K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-93Closed |
$3.85K - $4.88K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-71Closed |
$2.94K - $3.73K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-66Closed |
$2.73K - $3.47K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-66Closed |
$2.73K - $3.47K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-731KClosed |
$27.6M - $42.2M
|
0
$0
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-150KClosed |
$5.64M - $8.64M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Spc Financial, Inc.
|
SELL
|
- |
-40.8KClosed |
$1.54M - $2.36M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-18.6KClosed |
$700K - $1.07M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
First National Corp
|
SELL
|
- |
-15.9KClosed |
$600K - $919K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.96KClosed |
$338K - $518K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.33KClosed |
$201K - $308K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.73KClosed |
$178K - $273K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.68KClosed |
$177K - $270K
|
0
$0
|
|
Apr 03, 2020
Q1 2020
|
Ims Capital Management
|
SELL
|
- |
-4.27KClosed |
$161K - $247K
|
0
$0
|