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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-214K- 90.81% |
$22M - $25.3M
|
21.7K
$2.69M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-179K- 41.05% |
$18.4M - $21.2M
|
257K
$31.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.4K- 21.5% |
$4.05M - $4.65M
|
144K
$17.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-19.9K- 6.71% |
$2.05M - $2.36M
|
277K
$34.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.3K- 83.47% |
$1.05M - $1.21M
|
2.03K
$252K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 12.29% |
$241K - $277K
|
16.8K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.83K- 34.79% |
$188K - $217K
|
3.43K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-885- 8.11% |
$91K - $105K
|
10K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-511- 16.23% |
$52.5K - $60.4K
|
2.64K
$328K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-429- 4.41% |
$44.1K - $50.7K
|
9.3K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-425- 11.7% |
$43.7K - $50.2K
|
3.21K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-342- 9.56% |
$35.2K - $40.4K
|
3.24K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-305- 11.28% |
$31.4K - $36K
|
2.4K
$298K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-260- 4.66% |
$26.7K - $30.7K
|
5.32K
$660K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-217- 5.61% |
$22.3K - $25.6K
|
3.65K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-179- 1.11% |
$18.4K - $21.2K
|
16K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-159- 1.85% |
$16.3K - $18.8K
|
8.45K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-126- 1.8% |
$13K - $14.9K
|
6.86K
$852K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-109- 2.27% |
$11.2K - $12.9K
|
4.69K
$583K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-101- 2.18% |
$10.4K - $11.9K
|
4.54K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 9.89% |
$10.3K - $11.8K
|
911
$113K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-75- 2.53% |
$7.71K - $8.86K
|
2.89K
$359K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-55- 1.51% |
$5.65K - $6.5K
|
3.59K
$446K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.84% |
$3.08K - $3.55K
|
3.53K
$439K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-11- 0.4% |
$1.13K - $1.3K
|
2.73K
$339K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.66% |
$411 - $473
|
605
$75.1K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-500- 15.97% |
$55.9K - $59.5K
|
2.63K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-384- 35.42% |
$43K - $45.7K
|
700
$86.9K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-350- 14.89% |
$39.2K - $41.7K
|
2K
$248K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-278- 9.67% |
$31.1K - $33.1K
|
2.6K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-188- 3.25% |
$21K - $22.4K
|
5.6K
$695K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-679- 2.96% |
$77.4K - $84K
|
22.3K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-520- 25.84% |
$59.3K - $64.4K
|
1.49K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-300- 16.03% |
$34.2K - $37.1K
|
1.57K
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-196- 4.15% |
$22.4K - $24.3K
|
4.53K
$562K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-90- 1.39% |
$10.3K - $11.1K
|
6.39K
$794K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.03K- 8.98% |
$546K - $602K
|
51K
$6.34M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 98.49% |
$1.19M - $1.26M
|
172
$21.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.67K- 88.36% |
$282K - $298K
|
352
$43.7K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-775- 15.97% |
$78.5K - $86.8K
|
4.08K
$506K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-700- 14.89% |
$70.9K - $78.4K
|
4K
$497K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-5- 1.09% |
$506 - $560
|
452
$56.1K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-311- 11.23% |
$27.9K - $32.1K
|
2.46K
$305K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-40- 0.92% |
$3.75K - $4.04K
|
4.29K
$532K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-443- 0.93% |
$40.8K - $43.3K
|
47.4K
$5.89M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-443- 0.93% |
$40.8K - $43.3K
|
47.4K
$5.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-114- 1.78% |
$10.5K - $11.1K
|
6.29K
$781K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-70- 3.03% |
$6.38K - $7.06K
|
2.24K
$278K
|
|
| 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
|
|