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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,180
shares
|
$476,269
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
4,077
shares
|
$464,533
0.02% of portfolio
|
Q1 2024
Reduced 15.97%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
4,071
shares
|
$463,849
0.03% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,875
shares
|
$441,517
0.0% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
3,865
shares
|
$440,378
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
3,764
shares
|
$428,870
0.1% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,548
shares
|
$404,259
0.0% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,461
shares
|
$394,346
0.0% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,442
shares
|
$392,181
0.01% of portfolio
|
Q4 2024
Reduced 24.73%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
3,200
shares
|
$364,608
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,901
shares
|
$330,539
0.0% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
2,797
shares
|
$318,690
0.03% of portfolio
|
Q4 2020
Reduced 19.74%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,778
shares
|
$316,525
0.0% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,752
shares
|
$313,562
0.0% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,464
shares
|
$280,748
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
2,350
shares
|
$267,759
0.01% of portfolio
|
Q2 2023
Reduced 16.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
2,301
shares
|
$262,175
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,075
shares
|
$236,425
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
2,025
shares
|
$230,728
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,571
shares
|
$178,999
0.02% of portfolio
|
Q4 2024
Reduced 16.03%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,492
shares
|
$169,998
0.0% of portfolio
|
Q4 2024
Reduced 25.84%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,249
shares
|
$142,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,084
shares
|
$123,510
0.0% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,042
shares
|
$118,725
0.0% of portfolio
|
Q1 2023
Added 26.3%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,011
shares
|
$115,193
0.0% of portfolio
|
Q4 2024
Reduced 25.72%
|