Latest Institutional Transactions on Jpmorgan Diversified Return Us (JPUS)
This table provides information on the latest institutional transactions involving Jpmorgan Diversified Return Us (JPUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-11- 0.4% |
$1.13K - $1.29K
|
2.73K
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-429- 4.41% |
$44.1K - $50.5K
|
9.3K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-159- 1.85% |
$16.3K - $18.7K
|
8.45K
$994K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.16K+ 3.88% |
$325K - $372K
|
84.8K
$9.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
120+ 0.96% |
$12.3K - $14.1K
|
12.6K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-179K- 41.05% |
$18.4M - $21.1M
|
257K
$30.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
736+ 17.83% |
$75.7K - $86.6K
|
4.86K
$572K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.71K+ 67.3% |
$484K - $554K
|
11.7K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.4K- 21.5% |
$4.05M - $4.63M
|
144K
$16.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.52% |
$1.23K - $1.41K
|
2.32K
$273K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
315+ 141.89% |
$32.4K - $37K
|
537
$63.2K
|
|
| Q1 2025 | |||||||
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-278- 9.67% |
$31.1K - $33.1K
|
2.6K
$305K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-54.4K- 72.31% |
$6.09M - $6.48M
|
20.8K
$2.45M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-500- 15.97% |
$55.9K - $59.5K
|
2.63K
$309K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.82K- 20.64% |
$203K - $216K
|
6.99K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.89K+ 0.72% |
$212K - $226K
|
265K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.22K+ 2.87% |
$136K - $145K
|
43.6K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.08% |
$112 - $119
|
1.25K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
334+ 34.5% |
$37.4K - $39.8K
|
1.3K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.92KNew |
$214K - $228K
|
1.92K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
572+ 3.67% |
$64K - $68.1K
|
16.2K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7KNew |
$2.54M - $2.7M
|
22.7K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-384- 35.42% |
$43K - $45.7K
|
700
$82.3K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-74- 2.66% |
$8.28K - $8.81K
|
2.7K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-312- 9.01% |
$34.9K - $37.2K
|
3.15K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50- 10.08% |
$5.59K - $5.95K
|
446
$52.4K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.3K+ 146.4% |
$817K - $869K
|
12.3K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-449- 3.95% |
$50.2K - $53.5K
|
10.9K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
192+ 5.58% |
$21.5K - $22.9K
|
3.63K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.3K+ 2.1% |
$481K - $512K
|
209K
$24.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.93K- 59.55% |
$1M - $1.06M
|
6.07K
$714K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-643- 2.94% |
$71.9K - $76.6K
|
21.2K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.35K- 38.88% |
$375K - $399K
|
5.27K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.5K- 35.18% |
$2.3M - $2.44M
|
37.8K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-548- 0.42% |
$61.3K - $65.3K
|
130K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.84KNew |
$318K - $339K
|
2.84K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-361- 7.54% |
$40.4K - $43K
|
4.43K
$521K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
500+ 7.45% |
$55.9K - $59.5K
|
7.21K
$848K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.16K+ 3.89% |
$242K - $257K
|
57.7K
$6.78M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.58KNew |
$400K - $426K
|
3.58K
$421K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16+ 0.45% |
$1.79K - $1.91K
|
3.56K
$419K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-290K- 55.13% |
$32.5M - $34.5M
|
236K
$27.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.9K- 33.89% |
$437K - $465K
|
7.61K
$895K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.94K+ 11.41% |
$217K - $231K
|
19K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-350- 14.89% |
$39.2K - $41.7K
|
2K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.8K- 3.52% |
$1.21M - $1.29M
|
297K
$34.9M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-423- 10.39% |
$47.3K - $50.4K
|
3.65K
$429K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 20.31% |
$1.45K - $1.55K
|
51
$6K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.1K+ 53.8% |
$1.35M - $1.44M
|
34.5K
$4.06M
|
|