Latest Institutional Sells of Jpmorgan Diversified Return Us (JPUS)
This list provides information on the latest institutional transactions involving Jpmorgan Diversified Return Us (JPUS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21K- 4.51% |
$2.39M - $2.6M
|
445K
$51.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.4K- 3.89% |
$1.42M - $1.54M
|
308K
$35.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.48K- 3.98% |
$967K - $1.05M
|
205K
$23.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.27K- 24.45% |
$829K - $900K
|
22.5K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.41K- 26.19% |
$503K - $546K
|
12.4K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.09K- 80.85% |
$466K - $506K
|
968
$112K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.47K- 40.32% |
$396K - $430K
|
5.14K
$597K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.23K- 81.81% |
$254K - $276K
|
496
$57.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.24K- 1.52% |
$142K - $154K
|
80.6K
$9.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 24.73% |
$129K - $140K
|
3.44K
$400K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-834- 3.68% |
$95.1K - $103K
|
21.8K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-692- 12.19% |
$78.9K - $85.6K
|
4.99K
$579K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-679- 2.96% |
$77.4K - $84K
|
22.3K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-520- 25.84% |
$59.3K - $64.4K
|
1.49K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-350- 25.72% |
$39.9K - $43.3K
|
1.01K
$117K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-326- 3.45% |
$37.2K - $40.3K
|
9.13K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-310- 10.04% |
$35.4K - $38.4K
|
2.78K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-300- 16.03% |
$34.2K - $37.1K
|
1.57K
$182K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-263- 4.5% |
$30K - $32.6K
|
5.58K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-259- 2.23% |
$29.5K - $32.1K
|
11.4K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-196- 4.15% |
$22.4K - $24.3K
|
4.53K
$526K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-191- 3.31% |
$21.8K - $23.6K
|
5.57K
$647K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-176- 1.02% |
$20.1K - $21.8K
|
17K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-161- 1.97% |
$18.4K - $19.9K
|
8.02K
$931K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-160- 2.86% |
$18.2K - $19.8K
|
5.44K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-121- 4.0% |
$13.8K - $15K
|
2.9K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-90- 1.39% |
$10.3K - $11.1K
|
6.39K
$742K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-65- 1.57% |
$7.41K - $8.05K
|
4.07K
$473K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-36- 0.37% |
$4.11K - $4.46K
|
9.75K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-32- 0.16% |
$3.65K - $3.96K
|
19.5K
$2.27M
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 6.33% |
$1.2M - $1.32M
|
163K
$19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.03K- 8.98% |
$546K - $602K
|
51K
$5.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48- 0.23% |
$5.21K - $5.74K
|
20.9K
$2.42M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 98.49% |
$1.19M - $1.26M
|
172
$20K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.67K- 88.36% |
$282K - $298K
|
352
$40.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 3.13% |
$3.7K - $3.91K
|
1.08K
$126K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-775- 15.97% |
$78.5K - $86.8K
|
4.08K
$473K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-700- 14.89% |
$70.9K - $78.4K
|
4K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-57- 2.03% |
$5.77K - $6.38K
|
2.75K
$319K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-5- 1.09% |
$506 - $560
|
452
$52.5K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-311- 11.23% |
$27.9K - $32.1K
|
2.46K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-134- 5.86% |
$12K - $13.8K
|
2.15K
$250K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-40- 0.92% |
$3.75K - $4.04K
|
4.29K
$498K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-450- 16.07% |
$41.4K - $44K
|
2.35K
$273K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-443- 0.93% |
$40.8K - $43.3K
|
47.4K
$5.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-443- 0.93% |
$40.8K - $43.3K
|
47.4K
$5.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-114- 1.78% |
$10.5K - $11.1K
|
6.29K
$730K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-70- 3.03% |
$6.38K - $7.06K
|
2.24K
$260K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-6.4KClosed |
$569K - $683K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-3.86KClosed |
$343K - $412K
|
0
$0
|
|