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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.5KNew |
$1.65M - $1.79M
|
14.5K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.25KNew |
$142K - $155K
|
1.25K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.95K+ 35.78% |
$451K - $489K
|
15K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.2K+ 24.17% |
$5.84M - $6.34M
|
263K
$31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
446+ 0.34% |
$50.9K - $55.2K
|
130K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.09K- 80.85% |
$466K - $506K
|
968
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
144+ 4.34% |
$16.4K - $17.8K
|
3.46K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.48K- 3.98% |
$967K - $1.05M
|
205K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-259- 2.23% |
$29.5K - $32.1K
|
11.4K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.43K+ 3.48% |
$163K - $176K
|
42.4K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-520- 25.84% |
$59.3K - $64.4K
|
1.49K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
121New |
$13.8K - $15K
|
121
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.01K+ 24.2% |
$229K - $249K
|
10.3K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-350- 25.72% |
$39.9K - $43.3K
|
1.01K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-692- 12.19% |
$78.9K - $85.6K
|
4.99K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-300- 16.03% |
$34.2K - $37.1K
|
1.57K
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 24.73% |
$129K - $140K
|
3.44K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.64K+ 307.74% |
$758K - $822K
|
8.8K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-121- 4.0% |
$13.8K - $15K
|
2.9K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
53+ 0.92% |
$6.04K - $6.56K
|
5.79K
$682K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-834- 3.68% |
$95.1K - $103K
|
21.8K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
178+ 3.86% |
$20.3K - $22K
|
4.79K
$565K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
342+ 0.62% |
$39K - $42.3K
|
55.5K
$6.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
106+ 0.68% |
$12.1K - $13.1K
|
15.6K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.27K- 24.45% |
$829K - $900K
|
22.5K
$2.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.23K- 81.81% |
$254K - $276K
|
496
$58.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
301+ 4.7% |
$34.3K - $37.3K
|
6.71K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.0% |
$114 - $124
|
101
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-310- 10.04% |
$35.4K - $38.4K
|
2.78K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-176- 1.02% |
$20.1K - $21.8K
|
17K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-161- 1.97% |
$18.4K - $19.9K
|
8.02K
$946K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
97+ 2.81% |
$11.1K - $12K
|
3.55K
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.03KNew |
$231K - $251K
|
2.03K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
9.33K+ 1.8% |
$1.06M - $1.15M
|
526K
$62M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
580+ 18.22% |
$66.1K - $71.8K
|
3.76K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-196- 4.15% |
$22.4K - $24.3K
|
4.53K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
58.4KNew |
$6.66M - $7.22M
|
58.4K
$6.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-160- 2.86% |
$18.2K - $19.8K
|
5.44K
$641K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-191- 3.31% |
$21.8K - $23.6K
|
5.57K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
597+ 1530.77% |
$68.1K - $73.9K
|
636
$75K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.4K- 3.89% |
$1.42M - $1.54M
|
308K
$36.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.09K+ 96.33% |
$923K - $1M
|
16.5K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.41% |
$456 - $495
|
989
$117K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22KNew |
$2.5M - $2.72M
|
22K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-326- 3.45% |
$37.2K - $40.3K
|
9.13K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-263- 4.5% |
$30K - $32.6K
|
5.58K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-32- 0.16% |
$3.65K - $3.96K
|
19.5K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.61% |
$1.6K - $1.73K
|
2.3K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.63K+ 7.05% |
$300K - $326K
|
39.9K
$4.71M
|