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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-700- 23.5% |
$62.3K - $74.8K
|
2.28K
$261K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-503- 17.81% |
$44.8K - $53.7K
|
2.32K
$266K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-400Closed |
$35.6K - $42.7K
|
0
$0
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-360- 29.24% |
$32K - $38.5K
|
871
$99.9K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-159Closed |
$14.2K - $17K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-59- 2.38% |
$5.25K - $6.3K
|
2.42K
$278K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-56Closed |
$4.99K - $5.98K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-26- 0.18% |
$2.31K - $2.78K
|
14.1K
$1.62M
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-52.6KClosed |
$5.13M - $5.59M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.36K- 61.56% |
$132K - $144K
|
848
$97.2K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-131Closed |
$12.8K - $13.9K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-127Closed |
$12.4K - $13.5K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-66Closed |
$6.44K - $7.02K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.4KClosed |
$1.59M - $1.74M
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-3.55KClosed |
$344K - $376K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-430Closed |
$41.7K - $45.6K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-305Closed |
$29.6K - $32.3K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Tredje Ap Fonden
|
SELL
|
- |
-496KClosed |
$47.1M - $50.4M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5.41KClosed |
$514K - $550K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-562Closed |
$53.4K - $57.1K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-316Closed |
$30K - $32.1K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-664KClosed |
$61.2M - $65.2M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-5.41KClosed |
$499K - $532K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.83KClosed |
$261K - $278K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.42KClosed |
$223K - $237K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-103Closed |
$9.5K - $10.1K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-61Closed |
$5.63K - $5.99K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-35Closed |
$3.23K - $3.44K
|
0
$0
|
|
Q1 2021 | |||||||
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-31.5KClosed |
$2.61M - $2.89M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Sws Partners
|
SELL
|
- |
-5.93KClosed |
$491K - $544K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-700Closed |
$57.9K - $64.2K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100Closed |
$8.28K - $9.17K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-9.28KClosed |
$680K - $779K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-5.7KClosed |
$418K - $478K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-4.59KClosed |
$337K - $385K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-688- 19.74% |
$50.4K - $57.8K
|
2.8K
$321K
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-504Closed |
$36.9K - $42.3K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-87Closed |
$6.38K - $7.3K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 26, 2020
Q3 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-6.82KClosed |
$470K - $528K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.73KClosed |
$395K - $444K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-425Closed |
$29.3K - $32.9K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-314Closed |
$21.7K - $24.3K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-84Closed |
$5.8K - $6.51K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 10, 2020
Q2 2020
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-306KClosed |
$17.1M - $23.1M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-124KClosed |
$6.94M - $9.38M
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Community Bank, N.A.
|
SELL
|
- |
-93.6KClosed |
$5.23M - $7.07M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-46.2KClosed |
$2.58M - $3.49M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-8.31KClosed |
$464K - $627K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.92KClosed |
$442K - $598K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.97KClosed |
$333K - $451K
|
0
$0
|