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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-305- 11.28% |
$31.4K - $36K
|
2.4K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-342- 9.56% |
$35.2K - $40.4K
|
3.24K
$398K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-425- 11.7% |
$43.7K - $50.2K
|
3.21K
$395K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-429- 4.41% |
$44.1K - $50.7K
|
9.3K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-511- 16.23% |
$52.5K - $60.4K
|
2.64K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-885- 8.11% |
$91K - $105K
|
10K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.83K- 34.79% |
$188K - $217K
|
3.43K
$423K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 12.29% |
$241K - $277K
|
16.8K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.3K- 83.47% |
$1.05M - $1.21M
|
2.03K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 84.24% |
$1.37M - $1.57M
|
2.49K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-19.9K- 6.71% |
$2.05M - $2.36M
|
277K
$34.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.4K- 21.5% |
$4.05M - $4.65M
|
144K
$17.7M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-179K- 41.05% |
$18.4M - $21.2M
|
257K
$31.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-214K- 90.81% |
$22M - $25.3M
|
21.7K
$2.67M
|