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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-290K- 55.13% |
$32.5M - $34.5M
|
236K
$27.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.5K- 35.18% |
$2.3M - $2.44M
|
37.8K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.8K- 3.52% |
$1.21M - $1.29M
|
297K
$34.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.93K- 59.55% |
$1M - $1.06M
|
6.07K
$698K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-8.65K- 1.94% |
$968K - $1.03M
|
436K
$50.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.9K- 33.89% |
$437K - $465K
|
7.61K
$875K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.35K- 38.88% |
$375K - $399K
|
5.27K
$605K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.82K- 20.64% |
$203K - $216K
|
6.99K
$803K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.59K- 12.81% |
$178K - $190K
|
10.8K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-799- 14.69% |
$89.4K - $95.1K
|
4.64K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-643- 2.94% |
$71.9K - $76.6K
|
21.2K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-566- 2.71% |
$63.3K - $67.4K
|
20.3K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-548- 0.42% |
$61.3K - $65.3K
|
130K
$14.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-517- 5.66% |
$57.8K - $61.6K
|
8.61K
$990K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-449- 3.95% |
$50.2K - $53.5K
|
10.9K
$1.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-438- 2.24% |
$49K - $52.2K
|
19.1K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-423- 10.39% |
$47.3K - $50.4K
|
3.65K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-384- 35.42% |
$43K - $45.7K
|
700
$80.5K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-361- 7.54% |
$40.4K - $43K
|
4.43K
$509K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-350- 14.89% |
$39.2K - $41.7K
|
2K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-341- 6.63% |
$38.2K - $40.6K
|
4.8K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-312- 9.01% |
$34.9K - $37.2K
|
3.15K
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-188- 3.25% |
$21K - $22.4K
|
5.6K
$644K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-169- 3.03% |
$18.9K - $20.1K
|
5.41K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-74- 2.66% |
$8.28K - $8.81K
|
2.7K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50- 10.08% |
$5.59K - $5.95K
|
446
$51.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-27- 4.25% |
$3.02K - $3.22K
|
609
$70K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-16- 0.16% |
$1.79K - $1.91K
|
9.73K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 20.31% |
$1.45K - $1.55K
|
51
$5.86K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-9- 0.33% |
$1.01K - $1.07K
|
2.74K
$315K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-679- 2.96% |
$77.4K - $84K
|
22.3K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-520- 25.84% |
$59.3K - $64.4K
|
1.49K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-350- 25.72% |
$39.9K - $43.3K
|
1.01K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-300- 16.03% |
$34.2K - $37.1K
|
1.57K
$181K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-196- 4.15% |
$22.4K - $24.3K
|
4.53K
$521K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-90- 1.39% |
$10.3K - $11.1K
|
6.39K
$735K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.03K- 8.98% |
$546K - $602K
|
51K
$5.87M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 98.49% |
$1.19M - $1.26M
|
172
$19.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.67K- 88.36% |
$282K - $298K
|
352
$40.5K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-775- 15.97% |
$78.5K - $86.8K
|
4.08K
$469K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-700- 14.89% |
$70.9K - $78.4K
|
4K
$460K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-5- 1.09% |
$506 - $560
|
452
$52K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-311- 11.23% |
$27.9K - $32.1K
|
2.46K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-134- 5.86% |
$12K - $13.8K
|
2.15K
$247K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-40- 0.92% |
$3.75K - $4.04K
|
4.29K
$493K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-443- 0.93% |
$40.8K - $43.3K
|
47.4K
$5.45M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-443- 0.93% |
$40.8K - $43.3K
|
47.4K
$5.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-114- 1.78% |
$10.5K - $11.1K
|
6.29K
$723K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-70- 3.03% |
$6.38K - $7.06K
|
2.24K
$258K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-6.4KClosed |
$569K - $683K
|
0
$0
|
|