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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.09KNew |
$227K - $250K
|
2.09K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.68KNew |
$182K - $201K
|
1.68K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
505+ 14.99% |
$54.8K - $60.4K
|
3.88K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
84New |
$9.11K - $10.1K
|
84
$10.4K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
3.2KNew |
$338K - $357K
|
3.2K
$397K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.08KNew |
$219K - $232K
|
2.08K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
220+ 12.17% |
$23.3K - $24.6K
|
2.03K
$252K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
768+ 25.77% |
$77.8K - $86K
|
3.75K
$465K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
275New |
$27.8K - $30.8K
|
275
$34.2K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
250New |
$25.3K - $28K
|
250
$31K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
6.57KNew |
$589K - $677K
|
6.57K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.41KNew |
$396K - $455K
|
4.41K
$548K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.46KNew |
$221K - $254K
|
2.46K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23+ 0.69% |
$2.06K - $2.37K
|
3.34K
$414K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.91% |
$89.7 - $103
|
111
$13.8K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
165New |
$15.2K - $16.1K
|
165
$20.5K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.71K+ 2.97% |
$520K - $576K
|
198K
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.47KNew |
$407K - $451K
|
4.47K
$555K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
217+ 26.3% |
$19.8K - $21.9K
|
1.04K
$129K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
108New |
$9.84K - $10.9K
|
108
$13.4K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49New |
$4.47K - $4.95K
|
49
$6.09K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
9.46K+ 66.62% |
$816K - $942K
|
23.6K
$2.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
596New |
$51.5K - $59.4K
|
596
$74K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$43.2K - $49.8K
|
500
$62.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
255New |
$22K - $25.4K
|
255
$31.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.58K+ 26.48% |
$477K - $568K
|
26.7K
$3.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13K+ 40.47% |
$97K - $115K
|
3.94K
$489K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
20New |
$1.71K - $2.04K
|
20
$2.48K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
61New |
$5.43K - $6.52K
|
61
$7.58K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
36New |
$3.2K - $3.85K
|
36
$4.47K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 0.6% |
$267 - $320
|
503
$62.5K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.03% |
$178 - $214
|
6.08K
$756K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16KNew |
$1.56M - $1.7M
|
16K
$1.99M
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
355New |
$34.4K - $37.6K
|
355
$44.1K
|
|
| Q3 2021 | |||||||
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
180New |
$17.1K - $18.3K
|
180
$22.4K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
12New |
$1.11K - $1.18K
|
12
$1.49K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
BUY
|
- |
381New |
$31.5K - $34.9K
|
381
$47.3K
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
150New |
$11K - $12K
|
150
$18.6K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1K+ 320.51% |
N/A
|
1.31K
$163K
|
|