Purchases and Sales Made in Q1 2025 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q1 2025. The information is specifically focused on institutions that hold shares of JPMORGAN DIVERSIFIED RETURN US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-449- 3.95% |
$50.2K - $53.5K
|
10.9K
$1.26M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-500- 15.97% |
$55.9K - $59.5K
|
2.63K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-517- 5.66% |
$57.8K - $61.6K
|
8.61K
$997K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-548- 0.42% |
$61.3K - $65.3K
|
130K
$15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-566- 2.71% |
$63.3K - $67.4K
|
20.3K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-643- 2.94% |
$71.9K - $76.6K
|
21.2K
$2.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-799- 14.69% |
$89.4K - $95.1K
|
4.64K
$537K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.59K- 12.81% |
$178K - $190K
|
10.8K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.82K- 20.64% |
$203K - $216K
|
6.99K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.35K- 38.88% |
$375K - $399K
|
5.27K
$610K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.9K- 33.89% |
$437K - $465K
|
7.61K
$882K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-8.65K- 1.94% |
$968K - $1.03M
|
436K
$50.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.93K- 59.55% |
$1M - $1.06M
|
6.07K
$703K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.8K- 3.52% |
$1.21M - $1.29M
|
297K
$34.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.5K- 35.18% |
$2.3M - $2.44M
|
37.8K
$4.38M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-54.4K- 72.31% |
$6.09M - $6.48M
|
20.8K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-290K- 55.13% |
$32.5M - $34.5M
|
236K
$27.3M
|