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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.02K+ 4.63% |
$208K - $239K
|
45.7K
$5.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.14K+ 3.96% |
$528K - $607K
|
135K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-126- 1.8% |
$13K - $14.9K
|
6.86K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
972+ 4.59% |
$99.9K - $115K
|
22.2K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-511- 16.23% |
$52.5K - $60.4K
|
2.64K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
402+ 5.58% |
$41.3K - $47.5K
|
7.61K
$909K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
482+ 7.94% |
$49.5K - $57K
|
6.55K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21+ 0.28% |
$2.16K - $2.48K
|
7.63K
$912K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
543+ 0.2% |
$55.8K - $64.2K
|
266K
$31.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-179- 1.11% |
$18.4K - $21.2K
|
16K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111+ 8.53% |
$11.4K - $13.1K
|
1.41K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.35K+ 2.08% |
$447K - $514K
|
213K
$25.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-305- 11.28% |
$31.4K - $36K
|
2.4K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.23K+ 8.54% |
$332K - $382K
|
41.1K
$4.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.3K- 83.47% |
$1.05M - $1.21M
|
2.03K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-342- 9.56% |
$35.2K - $40.4K
|
3.24K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 9.89% |
$10.3K - $11.8K
|
911
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.4K+ 13.56% |
$144K - $165K
|
11.7K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
502+ 112.56% |
$51.6K - $59.3K
|
948
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.37K+ 30.57% |
$655K - $753K
|
27.2K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.83K- 34.79% |
$188K - $217K
|
3.43K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 84.24% |
$1.37M - $1.57M
|
2.49K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-885- 8.11% |
$91K - $105K
|
10K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-425- 11.7% |
$43.7K - $50.2K
|
3.21K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.9K+ 66.17% |
$2.35M - $2.7M
|
57.4K
$6.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-214K- 90.81% |
$22M - $25.3M
|
21.7K
$2.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
107+ 2.42% |
$11K - $12.6K
|
4.54K
$542K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.84% |
$3.08K - $3.55K
|
3.53K
$422K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.36K+ 62.14% |
$346K - $397K
|
8.77K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-75- 2.53% |
$7.71K - $8.86K
|
2.89K
$346K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
209New |
$21.5K - $24.7K
|
209
$25K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-217- 5.61% |
$22.3K - $25.6K
|
3.65K
$436K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
13.1K+ 90.36% |
$1.35M - $1.55M
|
27.6K
$3.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
932+ 4.91% |
$95.8K - $110K
|
19.9K
$2.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
47New |
$4.83K - $5.55K
|
47
$5.61K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-19.9K- 6.71% |
$2.05M - $2.36M
|
277K
$33.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 12.29% |
$241K - $277K
|
16.8K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
100+ 0.49% |
$10.3K - $11.8K
|
20.4K
$2.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.11K+ 29.6% |
$115K - $132K
|
4.88K
$583K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-55- 1.51% |
$5.65K - $6.5K
|
3.59K
$429K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-260- 4.66% |
$26.7K - $30.7K
|
5.32K
$635K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.66% |
$411 - $473
|
605
$72.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 196.08% |
$10.3K - $11.8K
|
151
$18K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.01KNew |
$207K - $238K
|
2.01K
$240K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
42+ 0.39% |
$4.32K - $4.96K
|
10.9K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.3% |
$308 - $355
|
995
$119K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.87K+ 4.14% |
$192K - $220K
|
47K
$5.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-109- 2.27% |
$11.2K - $12.9K
|
4.69K
$561K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$308 - $355
|
3
$358
|