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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-587- 4.81% |
$63.7K - $70.3K
|
11.6K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-675- 16.36% |
$73.2K - $80.8K
|
3.45K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
84New |
$9.11K - $10.1K
|
84
$9.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.11K- 5.19% |
$771K - $851K
|
130K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.09KNew |
$227K - $250K
|
2.09K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.08K+ 2470.24% |
$225K - $248K
|
2.16K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-84- 2.47% |
$9.11K - $10.1K
|
3.32K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.68KNew |
$182K - $201K
|
1.68K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.7K- 9.27% |
$2.35M - $2.59M
|
212K
$25M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
123+ 0.3% |
$13.3K - $14.7K
|
41K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.3K- 62.1% |
$1.01M - $1.11M
|
5.68K
$669K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.06K- 0.49% |
$114K - $126K
|
213K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-590- 30.24% |
$64K - $70.6K
|
1.36K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.22K+ 36.45% |
$241K - $265K
|
8.3K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.29K+ 13.17% |
$140K - $154K
|
11K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.13K+ 28.76% |
$122K - $135K
|
5.06K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
217+ 1.42% |
$23.5K - $26K
|
15.5K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-14- 26.42% |
$1.52K - $1.68K
|
39
$4.59K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12+ 0.39% |
$1.3K - $1.44K
|
3.09K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.73K+ 33.83% |
$622K - $686K
|
22.7K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.63K- 30.74% |
$394K - $435K
|
8.18K
$964K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-182- 5.68% |
$19.7K - $21.8K
|
3.02K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
432+ 10.43% |
$46.9K - $51.7K
|
4.57K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
127+ 0.02% |
$13.8K - $15.2K
|
517K
$60.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.87KNew |
$419K - $463K
|
3.87K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
19+ 0.41% |
$2.06K - $2.27K
|
4.61K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.87KNew |
$419K - $463K
|
3.87K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.19K+ 405.94% |
$237K - $262K
|
2.73K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.43K+ 768.67% |
$806K - $890K
|
8.4K
$990K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-59- 1.23% |
$6.4K - $7.06K
|
4.72K
$556K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.01K- 4.21% |
$110K - $121K
|
23K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-104- 1.09% |
$11.3K - $12.4K
|
9.46K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 55.54% |
$1.15M - $1.27M
|
29.7K
$3.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.69K- 2.97% |
$183K - $202K
|
55.2K
$6.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-178- 3.01% |
$19.3K - $21.3K
|
5.73K
$675K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
977+ 2.69% |
$106K - $117K
|
37.3K
$4.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.59% |
$109 - $120
|
64
$7.54K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.76K- 18.23% |
$408K - $450K
|
16.9K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-298- 6.72% |
$32.3K - $35.7K
|
4.14K
$487K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6- 0.1% |
$651 - $718
|
5.77K
$679K
|
|
|
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
$2.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.4% |
$977 - $1.08K
|
2.29K
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
84+ 1.52% |
$9.11K - $10.1K
|
5.6K
$660K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-9.11K- 2.77% |
$988K - $1.09M
|
320K
$37.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 6.33% |
$1.2M - $1.32M
|
163K
$19.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.02% |
$109 - $120
|
5.84K
$688K
|
|
|
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
$54.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
505+ 14.99% |
$54.8K - $60.4K
|
3.88K
$456K
|