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 93 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $293 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
3,543
shares
|
$434,052
0.02% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,443
shares
|
$421,801
0.16% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
3,283
shares
|
$402,200
0.0% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
3,200
shares
|
$392,032
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,085
shares
|
$377,943
0.0% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
3,051
shares
|
$373,778
0.01% of portfolio
|
Q4 2025
Added 1.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,945
shares
|
$360,791
0.01% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
2,882
shares
|
$353,073
0.01% of portfolio
|
Q3 2025
Reduced 89.56%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
2,844
shares
|
$348,418
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,812
shares
|
$344,498
0.0% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
2,797
shares
|
$342,660
0.02% of portfolio
|
Q4 2020
Reduced 19.74%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,711
shares
|
$332,124
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,630
shares
|
$322,201
0.04% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,464
shares
|
$301,864
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
2,328
shares
|
$285,203
0.01% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,156
shares
|
$264,131
0.0% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,010
shares
|
$246,245
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,882
shares
|
$230,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,660
shares
|
$203,366
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,631
shares
|
$199,813
0.0% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,629
shares
|
$199,568
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,413
shares
|
$173,106
0.0% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,253
shares
|
$153,505
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,042
shares
|
$127,655
0.0% of portfolio
|
Q1 2023
Added 26.3%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
967
shares
|
$118,467
0.0% of portfolio
|
Q3 2025
Reduced 2.81%
|
|