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 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.57KClosed |
$311K - $420K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-215Closed |
$12K - $16.2K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-210Closed |
$11.7K - $15.8K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-74- 0.94% |
$4.13K - $5.58K
|
7.79K
$893K
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-70Closed |
$3.91K - $5.28K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-273KClosed |
$13.6M - $22.2M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-63.9KClosed |
$3.19M - $5.21M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.46KClosed |
$372K - $608K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.4KClosed |
$319K - $521K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3.36KClosed |
$168K - $274K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.25KClosed |
$162K - $264K
|
0
$0
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.05KClosed |
$52.4K - $85.5K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-188Closed |
$9.39K - $15.3K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-97Closed |
$4.85K - $7.9K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Evoke Wealth, LLC
|
SELL
|
- |
-40Closed |
$2.94K - $3.21K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-66.5KClosed |
$5.02M - $5.09M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.94KClosed |
$297K - $302K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.83KClosed |
$214K - $217K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-643Closed |
$48.6K - $49.3K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-332Closed |
$25.1K - $25.5K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-60Closed |
$4.53K - $4.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 30, 2019
Q2 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-50.2KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6.87KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-505Closed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-147Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-102Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-18.7KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-7.03KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-80Closed |
N/A
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Gradient Investments LLC
|
SELL
|
- |
-9Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-25.4KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.61KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.01KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.34KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-284Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-120Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-19Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Slow Capital, Inc.
|
SELL
|
- |
-1.42KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5.45KClosed |
N/A
|
0
$0
|
|
|
Apr 11, 2018
Q1 2018
|
Appleton Partners Inc
|
SELL
|
- |
-4.79KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.1KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-3.1KClosed |
N/A
|
0
$0
|
|