Institutional Ownership Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 2.42 Million shares, which have been reported (via 13F filing form) to have a value of $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
16,226
shares
|
$2 Million
1.07% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,983
shares
|
$1.97 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
14,495
shares
|
$1.78 Million
0.62% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,112
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,705
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,165
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
10,674
shares
|
$1.31 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,028
shares
|
$1.23 Million
0.34% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,300
shares
|
$1.14 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
8,772
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 62.14%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
8,454
shares
|
$1.04 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
7,633
shares
|
$939,622
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
7,612
shares
|
$937,037
0.71% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,860
shares
|
$844,466
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
6,567
shares
|
$808,397
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
6,551
shares
|
$806,428
0.0% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,390
shares
|
$786,609
0.19% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
5,315
shares
|
$654,276
0.32% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
4,878
shares
|
$600,481
0.13% of portfolio
|
Q2 2025
Added 29.6%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
4,839
shares
|
$595,680
0.16% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
4,540
shares
|
$558,874
0.27% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
4,535
shares
|
$558,258
0.0% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
4,077
shares
|
$501,878
0.02% of portfolio
|
Q1 2024
Reduced 15.97%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
3,969
shares
|
$488,583
0.16% of portfolio
|
Q3 2025
Reduced 15.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,875
shares
|
$477,012
0.0% of portfolio
|
Q3 2024
Added 14.99%
|