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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
911
shares
|
$112,144
0.0% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
890
shares
|
$109,559
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
700
shares
|
$86,170
0.0% of portfolio
|
Q1 2025
Reduced 35.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
587
shares
|
$72,259
0.01% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
500
shares
|
$61,550
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
452
shares
|
$55,641
0.04% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
410
shares
|
$50,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
373
shares
|
$45,916
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
352
shares
|
$43,331
0.0% of portfolio
|
Q2 2024
Reduced 88.36%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
275
shares
|
$33,852
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
209
shares
|
$25,727
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
151
shares
|
$18,588
0.0% of portfolio
|
Q2 2025
Added 196.08%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
121
shares
|
$14,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
103
shares
|
$12,679
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
84
shares
|
$10,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
47
shares
|
$5,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
33
shares
|
$4,062
0.0% of portfolio
|
Q3 2025
Reduced 93.85%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5
shares
|
$615
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|