Purchases and Sales Made in Q3 2025 in Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN) during Q3 2025. The information is specifically focused on institutions that hold shares of JP MORGAN DIVERSIFIED RETURN I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
203KNew |
$12.8M - $13.8M
|
203K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.2K+ 207.64% |
$2.92M - $3.14M
|
68.4K
$4.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.3KNew |
$649K - $699K
|
10.3K
$702K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.86K+ 133.93% |
$623K - $670K
|
17.2K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.35KNew |
$590K - $635K
|
9.35K
$638K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.68KNew |
$548K - $590K
|
8.68K
$592K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.43K+ 7.74% |
$532K - $573K
|
117K
$8.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.31KNew |
$462K - $497K
|
7.31K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.08K+ 5.25% |
$447K - $481K
|
142K
$9.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.61K+ 17.44% |
$417K - $449K
|
44.5K
$3.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.71KNew |
$361K - $388K
|
5.71K
$390K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.68K+ 33.45% |
$359K - $386K
|
22.7K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.53K+ 1.85% |
$349K - $376K
|
305K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.91K+ 4.24% |
$310K - $334K
|
121K
$8.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.88K+ 5.51% |
$308K - $332K
|
93.5K
$6.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.4K+ 80.08% |
$278K - $299K
|
9.89K
$675K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3.78K+ 35.52% |
$238K - $257K
|
14.4K
$983K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.44K+ 2.13% |
$217K - $234K
|
165K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.32K+ 54.49% |
$209K - $225K
|
9.4K
$641K
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
3.19K+ 63.6% |
$201K - $217K
|
8.2K
$560K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.18K+ 10.76% |
$201K - $216K
|
32.7K
$2.23M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.92K+ 1.85% |
$184K - $198K
|
161K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.54K+ 152.74% |
$160K - $172K
|
4.2K
$286K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.57K+ 13.79% |
$99.1K - $107K
|
13K
$884K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.56K+ 17.01% |
$98.8K - $106K
|
10.8K
$734K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.24K+ 0.26% |
$78K - $84K
|
478K
$32.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.19KNew |
$74.8K - $80.5K
|
1.19K
$80.9K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
442New |
$27.9K - $30K
|
442
$30.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
335New |
$21.2K - $22.8K
|
335
$22.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
300+ 50.0% |
$18.9K - $20.4K
|
900
$61.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
258+ 3.88% |
$16.3K - $17.5K
|
6.91K
$472K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
202+ 5.59% |
$12.8K - $13.7K
|
3.82K
$260K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
191+ 20.94% |
$12.1K - $13K
|
1.1K
$75.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
177+ 31.89% |
$11.2K - $12K
|
732
$50K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
129New |
$8.15K - $8.77K
|
129
$8.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
63+ 0.65% |
$3.98K - $4.28K
|
9.72K
$663K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48New |
$3.03K - $3.26K
|
48
$3.28K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37+ 0.64% |
$2.34K - $2.51K
|
5.81K
$396K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
37+ 0.69% |
$2.34K - $2.51K
|
5.38K
$367K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
35New |
$2.21K - $2.38K
|
35
$2.39K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
28+ 0.34% |
$1.77K - $1.9K
|
8.32K
$568K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
26+ 0.27% |
$1.64K - $1.77K
|
9.66K
$659K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
21+ 0.67% |
$1.33K - $1.43K
|
3.17K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
19+ 0.09% |
$1.2K - $1.29K
|
20.9K
$1.42M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.68% |
$695 - $748
|
1.64K
$112K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.02% |
$63.1 - $68
|
5.61K
$383K
|
|
|
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
|
|