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 92 institutions that hold shares in the stock, with a total of 3.12 Million shares, which have been reported (via 13F filing form) to have a value of $349 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
15,590
shares
|
$1.78 Million
0.2% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
15,002
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 35.78%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
14,495
shares
|
$1.65 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,112
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
12,438
shares
|
$1.42 Million
0.76% of portfolio
|
Q4 2024
Reduced 26.19%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
12,334
shares
|
$1.41 Million
0.6% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,514
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2024
Added 373.05%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,362
shares
|
$1.29 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
10,307
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,745
shares
|
$1.11 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
9,130
shares
|
$1.04 Million
0.89% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,803
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 307.74%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
8,616
shares
|
$981,707
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
8,023
shares
|
$914,140
0.0% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
6,710
shares
|
$764,537
0.64% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Feb 13, 2025 Q4 2024 |
6,567
shares
|
$748,243
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,390
shares
|
$728,076
0.19% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,787
shares
|
$659,370
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,579
shares
|
$635,671
0.0% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
5,574
shares
|
$635,101
0.35% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
5,440
shares
|
$619,833
0.32% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
5,143
shares
|
$585,993
0.26% of portfolio
|
Q4 2024
Reduced 40.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,985
shares
|
$567,990
0.0% of portfolio
|
Q4 2024
Reduced 12.19%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4,789
shares
|
$545,658
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
4,528
shares
|
$515,920
0.02% of portfolio
|
Q4 2024
Reduced 4.15%
|