Purchases and Sales Made in Q2 2025 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.71K+ 67.3% |
$484K - $557K
|
11.7K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.16K+ 3.88% |
$325K - $374K
|
84.8K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.01KNew |
$207K - $238K
|
2.01K
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.87K+ 4.14% |
$192K - $220K
|
47K
$5.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.11K+ 29.6% |
$115K - $132K
|
4.88K
$580K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
932+ 4.91% |
$95.8K - $110K
|
19.9K
$2.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
890New |
$91.5K - $105K
|
890
$106K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
736+ 17.83% |
$75.7K - $87K
|
4.86K
$578K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
315+ 141.89% |
$32.4K - $37.2K
|
537
$63.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
120+ 0.96% |
$12.3K - $14.2K
|
12.6K
$1.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 196.08% |
$10.3K - $11.8K
|
151
$17.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
100+ 0.49% |
$10.3K - $11.8K
|
20.4K
$2.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
47New |
$4.83K - $5.55K
|
47
$5.59K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
42+ 0.39% |
$4.32K - $4.96K
|
10.9K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.52% |
$1.23K - $1.42K
|
2.32K
$276K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.3% |
$308 - $355
|
995
$118K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$308 - $355
|
3
$356
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.66% |
$411 - $473
|
605
$71.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-11- 0.4% |
$1.13K - $1.3K
|
2.73K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-55- 1.51% |
$5.65K - $6.5K
|
3.59K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-101- 2.18% |
$10.4K - $11.9K
|
4.54K
$539K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-109- 2.27% |
$11.2K - $12.9K
|
4.69K
$558K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-159- 1.85% |
$16.3K - $18.8K
|
8.45K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-260- 4.66% |
$26.7K - $30.7K
|
5.32K
$632K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-429- 4.41% |
$44.1K - $50.7K
|
9.3K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 12.29% |
$241K - $277K
|
16.8K
$1.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-19.9K- 6.71% |
$2.05M - $2.36M
|
277K
$32.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.4K- 21.5% |
$4.05M - $4.65M
|
144K
$17.1M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-179K- 41.05% |
$18.4M - $21.2M
|
257K
$30.5M
|