Purchases and Sales Made in Q4 2024 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
58.4KNew |
$6.66M - $7.22M
|
58.4K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.2K+ 24.17% |
$5.84M - $6.34M
|
263K
$30M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22KNew |
$2.5M - $2.72M
|
22K
$2.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.5KNew |
$1.65M - $1.79M
|
14.5K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
9.33K+ 1.8% |
$1.06M - $1.15M
|
526K
$60M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.62KNew |
$983K - $1.07M
|
8.62K
$982K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.09K+ 96.33% |
$923K - $1M
|
16.5K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.64K+ 307.74% |
$758K - $822K
|
8.8K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.95K+ 35.78% |
$451K - $489K
|
15K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.63K+ 7.05% |
$300K - $326K
|
39.9K
$4.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.05K+ 19.98% |
$234K - $254K
|
12.3K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.03KNew |
$231K - $251K
|
2.03K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.01K+ 24.2% |
$229K - $249K
|
10.3K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.43K+ 3.48% |
$163K - $176K
|
42.4K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.25KNew |
$142K - $155K
|
1.25K
$142K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
597+ 1530.77% |
$68.1K - $73.9K
|
636
$72.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
580+ 18.22% |
$66.1K - $71.8K
|
3.76K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
446+ 0.34% |
$50.9K - $55.2K
|
130K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
410New |
$46.8K - $50.7K
|
410
$46.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
373New |
$42.5K - $46.2K
|
373
$42.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
342+ 0.62% |
$39K - $42.3K
|
55.5K
$6.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
301+ 4.7% |
$34.3K - $37.3K
|
6.71K
$765K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
178+ 3.86% |
$20.3K - $22K
|
4.79K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
144+ 4.34% |
$16.4K - $17.8K
|
3.46K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
121New |
$13.8K - $15K
|
121
$13.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
106+ 0.68% |
$12.1K - $13.1K
|
15.6K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
97+ 2.81% |
$11.1K - $12K
|
3.55K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
53+ 0.92% |
$6.04K - $6.56K
|
5.79K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.61% |
$1.6K - $1.73K
|
2.3K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.41% |
$456 - $495
|
989
$113K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.0% |
$114 - $124
|
101
$11.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$114 - $124
|
1
$114
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-32- 0.16% |
$3.65K - $3.96K
|
19.5K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-36- 0.37% |
$4.11K - $4.46K
|
9.75K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-65- 1.57% |
$7.41K - $8.05K
|
4.07K
$464K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-90- 1.39% |
$10.3K - $11.1K
|
6.39K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-121- 4.0% |
$13.8K - $15K
|
2.9K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-160- 2.86% |
$18.2K - $19.8K
|
5.44K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-161- 1.97% |
$18.4K - $19.9K
|
8.02K
$914K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-176- 1.02% |
$20.1K - $21.8K
|
17K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-191- 3.31% |
$21.8K - $23.6K
|
5.57K
$635K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-196- 4.15% |
$22.4K - $24.3K
|
4.53K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-259- 2.23% |
$29.5K - $32.1K
|
11.4K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-263- 4.5% |
$30K - $32.6K
|
5.58K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-300- 16.03% |
$34.2K - $37.1K
|
1.57K
$179K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-310- 10.04% |
$35.4K - $38.4K
|
2.78K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-326- 3.45% |
$37.2K - $40.3K
|
9.13K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-350- 25.72% |
$39.9K - $43.3K
|
1.01K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-520- 25.84% |
$59.3K - $64.4K
|
1.49K
$170K
|