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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.18KNew |
$381K - $422K
|
4.18K
$492K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
217+ 26.3% |
$19.8K - $21.9K
|
1.04K
$123K
|
|
|
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
$5.77K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
9.46K+ 66.62% |
$816K - $942K
|
23.6K
$2.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
596New |
$51.5K - $59.4K
|
596
$70.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$43.2K - $49.8K
|
500
$58.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
255New |
$22K - $25.4K
|
255
$30K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.58K+ 26.48% |
$477K - $568K
|
26.7K
$3.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13K+ 40.47% |
$97K - $115K
|
3.94K
$464K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
20New |
$1.71K - $2.04K
|
20
$2.36K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.3KNew |
$205K - $246K
|
2.3K
$271K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
61New |
$5.43K - $6.52K
|
61
$7.19K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
36New |
$3.2K - $3.85K
|
36
$4.24K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 0.6% |
$267 - $320
|
503
$59.3K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.03% |
$178 - $214
|
6.08K
$717K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16KNew |
$1.56M - $1.7M
|
16K
$1.89M
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
355New |
$34.4K - $37.6K
|
355
$41.8K
|
|
| Q3 2021 | |||||||
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
180New |
$17.1K - $18.3K
|
180
$21.2K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
12New |
$1.11K - $1.18K
|
12
$1.41K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
BUY
|
- |
381New |
$31.5K - $34.9K
|
381
$44.9K
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
150New |
$11K - $12K
|
150
$17.7K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1K+ 320.51% |
N/A
|
1.31K
$155K
|
|