Ifp Advisors, Inc Jpmorgan Diversified Return Us Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Ifp Advisors, Inc holds 3 shares of JPUS stock, worth $369. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$369

% of portfolio

0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$102.8 - $118.19 $308 - $354	3 New	3 $0
Q2 2022 Sep 06, 2022	BUY	$89.02 - $106.83 $205,102 - $246,136	2,304 New	2,304 $164,000
Q2 2022 Aug 12, 2022	SELL	$89.02 - $106.83 $205,102 - $246,136	-2,304 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$97.56 - $106.35 $224,778 - $245,030	2,304 New	2,304 $0
Q3 2021 Oct 06, 2021	SELL	$94.94 - $101.67 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$92.22 - $98.22 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$82.76 - $91.73 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$73.3 - $83.94 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	SELL	$68.99 - $77.52 $14,901 - $16,744	-216 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$73.54 - $80.24 $1.65 Million - $1.8 Million	-22,429 Reduced 99.05%	216 $17,000
Q3 2019 Nov 07, 2019	SELL	$75.53 - $76.66 $657,866 - $667,708	-8,710 Reduced 27.78%	22,645 $1.71 Million
Q1 2019 May 15, 2019	BUY	N/A	667 Added 2.17%	31,355 $2.29 Million
Q4 2018 Jan 23, 2019	BUY	N/A	1,961 Added 6.83%	30,688 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-230 Reduced 0.79%	28,727 $0
Q2 2018 Aug 07, 2018	BUY	N/A	211 Added 0.73%	28,957 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-320 Reduced 1.1%	28,746 $2.03 Million
Q1 2018 May 09, 2018	BUY	N/A	320 Added 1.11%	29,066 $0
Q4 2017 Jan 24, 2018	BUY	N/A	6,458 Added 28.98%	28,746 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-9,067 Reduced 28.92%	22,288 $1.5 Million
Q1 2016 Jun 03, 2019	BUY	N/A	31,355	31,355 $2.29 Million

Others Institutions Holding JPUS

# of Institutions

Shares Held

2.42M

Call Options Held

Put Options Held

Modera Wealth Management, LLC

277K
Shares

$34.1 Million
0.41% of portfolio
Bank Of America Corp Charlotte, NC

266K
Shares

$32.7 Million
0.0% of portfolio
St Germain D J CO Inc Springfield, MA

249K
Shares

$30.6 Million
1.29% of portfolio
Captrust Financial Advisors Raleigh, NC

213K
Shares

$26.3 Million
0.06% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

198K
Shares

$24.4 Million
2.74% of portfolio

View Full List

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
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