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 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.46KNew |
$221K - $254K
|
2.46K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-311- 11.23% |
$27.9K - $32.1K
|
2.46K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
6.57KNew |
$589K - $677K
|
6.57K
$772K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.91% |
$89.7 - $103
|
111
$13.1K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-40- 0.92% |
$3.75K - $4.04K
|
4.29K
$504K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
165New |
$15.2K - $16.1K
|
165
$19.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-443- 0.93% |
$40.8K - $43.3K
|
47.4K
$5.57M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-443- 0.93% |
$40.8K - $43.3K
|
47.4K
$5.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-114- 1.78% |
$10.5K - $11.1K
|
6.29K
$740K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
108New |
$9.84K - $10.9K
|
108
$12.7K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49New |
$4.47K - $4.95K
|
49
$5.76K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-70- 3.03% |
$6.38K - $7.06K
|
2.24K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.47KNew |
$407K - $451K
|
4.47K
$526K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.71K+ 2.97% |
$520K - $576K
|
198K
$23.3M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
217+ 26.3% |
$19.8K - $21.9K
|
1.04K
$123K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$43.2K - $49.8K
|
500
$58.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
255New |
$22K - $25.4K
|
255
$30K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
596New |
$51.5K - $59.4K
|
596
$70.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
9.46K+ 66.62% |
$816K - $942K
|
23.6K
$2.78M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.58K+ 26.48% |
$477K - $568K
|
26.7K
$3.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13K+ 40.47% |
$97K - $115K
|
3.94K
$463K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
20New |
$1.71K - $2.04K
|
20
$2.35K
|
|
| Q2 2022 | |||||||
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-360- 29.24% |
$32K - $38.5K
|
871
$102K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.3KNew |
$205K - $246K
|
2.3K
$271K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
36New |
$3.2K - $3.85K
|
36
$4.23K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-26- 0.18% |
$2.31K - $2.78K
|
14.1K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-159Closed |
$14.2K - $17K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 0.6% |
$267 - $320
|
503
$59.2K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.03% |
$178 - $214
|
6.08K
$715K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
61New |
$5.43K - $6.52K
|
61
$7.17K
|
|
|
Aug 08, 2022
Q2 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-6.4KClosed |
$569K - $683K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-56Closed |
$4.99K - $5.98K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-3.86KClosed |
$343K - $412K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-59- 2.38% |
$5.25K - $6.3K
|
2.42K
$285K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-700- 23.5% |
$62.3K - $74.8K
|
2.28K
$268K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-400Closed |
$35.6K - $42.7K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-503- 17.81% |
$44.8K - $53.7K
|
2.32K
$273K
|
|
| Q1 2022 | |||||||
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-127Closed |
$12.4K - $13.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16KNew |
$1.56M - $1.7M
|
16K
$1.88M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.36K- 61.56% |
$132K - $144K
|
848
$99.7K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-131Closed |
$12.8K - $13.9K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-52.6KClosed |
$5.13M - $5.59M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-66Closed |
$6.44K - $7.02K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
355New |
$34.4K - $37.6K
|
355
$41.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.4KClosed |
$1.59M - $1.74M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-430Closed |
$41.7K - $45.6K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-305Closed |
$29.6K - $32.3K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-3.55KClosed |
$344K - $376K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-562Closed |
$53.4K - $57.1K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Tredje Ap Fonden
|
SELL
|
- |
-496KClosed |
$47.1M - $50.4M
|
0
$0
|
|