Latest Institutional Purchases of Jpmorgan Diversified Return Us (JPUS)
This list provides information on the latest institutional transactions involving Jpmorgan Diversified Return Us (JPUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.9K+ 66.17% |
$2.35M - $2.7M
|
57.4K
$7.13M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.2K+ 609.63% |
$1.56M - $1.79M
|
17.7K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
13.1K+ 90.36% |
$1.35M - $1.55M
|
27.6K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.37K+ 30.57% |
$655K - $753K
|
27.2K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.14K+ 3.96% |
$528K - $607K
|
135K
$16.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.71K+ 67.3% |
$484K - $557K
|
11.7K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.35K+ 2.08% |
$447K - $514K
|
213K
$26.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.36K+ 62.14% |
$346K - $397K
|
8.77K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.23K+ 8.54% |
$332K - $382K
|
41.1K
$5.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.16K+ 3.88% |
$325K - $374K
|
84.8K
$10.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.02K+ 4.63% |
$208K - $239K
|
45.7K
$5.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.01KNew |
$207K - $238K
|
2.01K
$250K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.87K+ 4.14% |
$192K - $220K
|
47K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.4K+ 13.56% |
$144K - $165K
|
11.7K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.11K+ 29.6% |
$115K - $132K
|
4.88K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
972+ 4.59% |
$99.9K - $115K
|
22.2K
$2.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
932+ 4.91% |
$95.8K - $110K
|
19.9K
$2.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
890New |
$91.5K - $105K
|
890
$111K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
736+ 17.83% |
$75.7K - $87K
|
4.86K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
543+ 0.2% |
$55.8K - $64.2K
|
266K
$33M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
502+ 112.56% |
$51.6K - $59.3K
|
948
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
482+ 7.94% |
$49.5K - $57K
|
6.55K
$814K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
402+ 5.58% |
$41.3K - $47.5K
|
7.61K
$945K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
315+ 141.89% |
$32.4K - $37.2K
|
537
$66.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
209New |
$21.5K - $24.7K
|
209
$26K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
120+ 0.96% |
$12.3K - $14.2K
|
12.6K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111+ 8.53% |
$11.4K - $13.1K
|
1.41K
$175K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
107+ 2.42% |
$11K - $12.6K
|
4.54K
$563K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
100+ 0.49% |
$10.3K - $11.8K
|
20.4K
$2.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 196.08% |
$10.3K - $11.8K
|
151
$18.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
47New |
$4.83K - $5.55K
|
47
$5.84K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
42+ 0.39% |
$4.32K - $4.96K
|
10.9K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21+ 0.28% |
$2.16K - $2.48K
|
7.63K
$948K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.52% |
$1.23K - $1.42K
|
2.32K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.3% |
$308 - $355
|
995
$124K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$308 - $355
|
3
$373
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7KNew |
$2.54M - $2.7M
|
22.7K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.84KNew |
$318K - $339K
|
2.84K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.16K+ 3.89% |
$242K - $257K
|
57.7K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.92KNew |
$214K - $228K
|
1.92K
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500New |
$55.9K - $59.5K
|
500
$62.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.98% |
$224 - $238
|
103
$12.8K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.08% |
$112 - $119
|
1.25K
$155K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22KNew |
$2.5M - $2.72M
|
22K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
410New |
$46.8K - $50.7K
|
410
$50.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
373New |
$42.5K - $46.2K
|
373
$46.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
121New |
$13.8K - $15K
|
121
$15K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$114 - $124
|
1
$124
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.87KNew |
$419K - $463K
|
3.87K
$480K
|
|