Blue Oak Capital, LLC Jpmorgan Diversified Return Us Transaction History

Blue Oak Capital, LLC

$190 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jun 06, 2025	SELL	$111.89 - $119.08 $31,105 - $33,104	-278 Reduced 9.67%	2,596 $299 Million
Q4 2024 Jun 06, 2025	BUY	$114.05 - $123.77 $327,779 - $355,714	2,874 New	2,874 $328 Million

Others Institutions Holding JPUS

# of Institutions

98

Shares Held

2.63M

Call Options Held

0

Put Options Held

0

Modera Wealth Management, LLC

277K
Shares

$33.1 Million
0.41% of portfolio
Bank Of America Corp Charlotte, NC

265K
Shares

$31.7 Million
0.0% of portfolio
St Germain D J CO Inc Springfield, MA

257K
Shares

$30.7 Million
1.36% of portfolio
Captrust Financial Advisors Raleigh, NC

209K
Shares

$25 Million
0.06% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

198K
Shares

$23.6 Million
2.74% of portfolio

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
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