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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
3,629
shares
|
$446,729
0.03% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
3,576
shares
|
$440,205
0.02% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,534
shares
|
$435,035
0.0% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,434
shares
|
$422,725
0.17% of portfolio
|
Q2 2025
Reduced 34.79%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,235
shares
|
$398,228
0.0% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,209
shares
|
$395,027
0.01% of portfolio
|
Q2 2025
Reduced 11.7%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
3,200
shares
|
$393,920
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,020
shares
|
$371,762
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,893
shares
|
$356,128
0.0% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
2,844
shares
|
$350,096
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,797
shares
|
$344,310
0.03% of portfolio
|
Q4 2020
Reduced 19.74%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,732
shares
|
$336,309
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,638
shares
|
$324,737
0.0% of portfolio
|
Q2 2025
Reduced 16.23%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,630
shares
|
$323,753
0.05% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,464
shares
|
$303,318
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,399
shares
|
$295,316
0.0% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
2,331
shares
|
$286,946
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,030
shares
|
$249,893
0.0% of portfolio
|
Q2 2025
Reduced 83.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,010
shares
|
$247,431
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,492
shares
|
$183,665
0.0% of portfolio
|
Q4 2024
Reduced 25.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,413
shares
|
$173,940
0.0% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,250
shares
|
$153,875
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,042
shares
|
$128,270
0.0% of portfolio
|
Q1 2023
Added 26.3%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
967
shares
|
$119,037
0.0% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
948
shares
|
$116,698
0.0% of portfolio
|
Q2 2025
Added 112.56%
|