Purchases and Sales Made in Q3 2025 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.31K+ 9.17% |
$507K - $538K
|
51.3K
$6.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3.02KNew |
$355K - $378K
|
3.02K
$372K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.85K+ 14.64% |
$218K - $231K
|
14.5K
$1.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.64K+ 1.94% |
$193K - $205K
|
86.4K
$10.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10+ 0.43% |
$1.18K - $1.25K
|
2.33K
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5New |
$589 - $625
|
5
$616
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-17- 0.47% |
$2K - $2.13K
|
3.58K
$440K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-18- 2.98% |
$2.12K - $2.25K
|
587
$72.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-24- 0.49% |
$2.83K - $3K
|
4.84K
$596K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-28- 2.81% |
$3.3K - $3.5K
|
967
$119K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-213- 1.96% |
$25.1K - $26.6K
|
10.7K
$1.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-504- 93.85% |
$59.3K - $63K
|
33
$4.06K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-526- 3.14% |
$61.9K - $65.8K
|
16.2K
$2M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-544- 4.65% |
$64K - $68K
|
11.2K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-724- 15.43% |
$85.2K - $90.5K
|
3.97K
$489K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-879- 4.42% |
$103K - $110K
|
19K
$2.34M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-8.06K- 3.13% |
$948K - $1.01M
|
249K
$30.6M
|