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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$10.9K - $12K
|
100
$11.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48- 0.23% |
$5.21K - $5.74K
|
20.9K
$2.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.4% |
$977 - $1.08K
|
2.29K
$270K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
84+ 1.52% |
$9.11K - $10.1K
|
5.6K
$662K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-9.11K- 2.77% |
$988K - $1.09M
|
320K
$37.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 6.33% |
$1.2M - $1.32M
|
163K
$19.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.02% |
$109 - $120
|
5.84K
$691K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.92K- 10.03% |
$208K - $229K
|
17.2K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-14.5K- 3.01% |
$1.57M - $1.73M
|
466K
$55.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
505+ 14.99% |
$54.8K - $60.4K
|
3.88K
$458K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.03K- 8.98% |
$546K - $602K
|
51K
$6.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-7.76K- 47.39% |
$842K - $929K
|
8.62K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-548- 5.31% |
$59.5K - $65.6K
|
9.78K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-977- 4.76% |
$106K - $117K
|
19.6K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
223+ 2.22% |
$24.2K - $26.7K
|
10.3K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-190- 5.63% |
$20.6K - $22.7K
|
3.18K
$376K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.31% |
$326 - $359
|
985
$116K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.77K+ 3.51% |
$301K - $332K
|
81.8K
$9.67M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.76K- 14.19% |
$715K - $754K
|
40.9K
$4.83M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46- 1.42% |
$4.86K - $5.13K
|
3.2K
$379K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.08KNew |
$219K - $232K
|
2.08K
$245K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.38K- 35.51% |
$568K - $600K
|
9.76K
$1.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-64- 10.61% |
$6.77K - $7.14K
|
539
$63.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
496+ 105.31% |
$52.5K - $55.4K
|
967
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19- 0.56% |
$2.01K - $2.12K
|
3.4K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.85K- 1.2% |
$301K - $318K
|
234K
$27.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14+ 0.46% |
$1.48K - $1.56K
|
3.08K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-641- 13.4% |
$67.8K - $71.5K
|
4.14K
$490K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-39- 0.25% |
$4.12K - $4.35K
|
15.3K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.88K- 42.32% |
$305K - $322K
|
3.93K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.46K- 14.08% |
$260K - $274K
|
15K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.25K+ 1.06% |
$238K - $251K
|
214K
$25.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-457- 4.56% |
$48.3K - $51K
|
9.56K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-107- 5.2% |
$11.3K - $11.9K
|
1.95K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-393- 6.07% |
$41.6K - $43.9K
|
6.08K
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.38K+ 212.92% |
$464K - $489K
|
6.44K
$762K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3.4K- 21.77% |
$359K - $379K
|
12.2K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86K- 13.59% |
$197K - $208K
|
11.8K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
220+ 12.17% |
$23.3K - $24.6K
|
2.03K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.11K+ 32.0% |
$434K - $458K
|
16.9K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-173K- 55.89% |
$18.3M - $19.4M
|
137K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.08K+ 373.05% |
$960K - $1.01M
|
11.5K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-565- 12.04% |
$59.8K - $63.1K
|
4.13K
$488K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.6K+ 10.93% |
$593K - $626K
|
56.9K
$6.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-158- 3.33% |
$16.7K - $17.6K
|
4.59K
$543K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2+ 0.1% |
$212 - $223
|
2.07K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 98.49% |
$1.19M - $1.26M
|
172
$20.3K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-55- 1.14% |
$5.82K - $6.14K
|
4.78K
$565K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 3.13% |
$3.7K - $3.91K
|
1.08K
$128K
|
|