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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100Closed |
$8.28K - $9.17K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-31.5KClosed |
$2.61M - $2.89M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
BUY
|
- |
381New |
$31.5K - $34.9K
|
381
$44.9K
|
|
| Q4 2020 | |||||||
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-504Closed |
$36.9K - $42.3K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-9.28KClosed |
$680K - $779K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-688- 19.74% |
$50.4K - $57.8K
|
2.8K
$329K
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-4.59KClosed |
$337K - $385K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-87Closed |
$6.38K - $7.3K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-5.7KClosed |
$418K - $478K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-425Closed |
$29.3K - $32.9K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.73KClosed |
$395K - $444K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-6.82KClosed |
$470K - $528K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-84Closed |
$5.8K - $6.51K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-314Closed |
$21.7K - $24.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-46.2KClosed |
$2.58M - $3.49M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-8.31KClosed |
$464K - $627K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-74- 0.94% |
$4.13K - $5.58K
|
7.79K
$917K
|
|
|
Aug 10, 2020
Q2 2020
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-306KClosed |
$17.1M - $23.1M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-210Closed |
$11.7K - $15.8K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-124KClosed |
$6.94M - $9.38M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-215Closed |
$12K - $16.2K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Community Bank, N.A.
|
SELL
|
- |
-93.6KClosed |
$5.23M - $7.07M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.57KClosed |
$311K - $420K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-70Closed |
$3.91K - $5.28K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.97KClosed |
$333K - $451K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.92KClosed |
$442K - $598K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.05KClosed |
$52.4K - $85.5K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3.36KClosed |
$168K - $274K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-97Closed |
$4.85K - $7.9K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.46KClosed |
$372K - $608K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.4KClosed |
$319K - $521K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.25KClosed |
$162K - $264K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-188Closed |
$9.39K - $15.3K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-63.9KClosed |
$3.19M - $5.21M
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-273KClosed |
$13.6M - $22.2M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Evoke Wealth, LLC
|
SELL
|
- |
-40Closed |
$2.94K - $3.21K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
150New |
$11K - $12K
|
150
$17.7K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.94KClosed |
$297K - $302K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.83KClosed |
$214K - $217K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-60Closed |
$4.53K - $4.6K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-66.5KClosed |
$5.02M - $5.09M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-332Closed |
$25.1K - $25.5K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-643Closed |
$48.6K - $49.3K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-505Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-50.2KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6.87KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-102Closed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-147Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-18.7KClosed |
N/A
|
0
$0
|
|