Institutional Ownership Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $359 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
516,873
shares
|
$60.9 Million
9.47% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
465,682
shares
|
$54.9 Million
2.63% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
320,109
shares
|
$37.7 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
213,253
shares
|
$25.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
211,949
shares
|
$25 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
197,903
shares
|
$23.3 Million
2.74% of portfolio
|
Q1 2023
Added 2.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
163,253
shares
|
$19.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
129,794
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
81,810
shares
|
$9.64 Million
5.46% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
55,181
shares
|
$6.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,029
shares
|
$6.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
47,388
shares
|
$5.58 Million
2.47% of portfolio
|
Q2 2023
Reduced 0.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
40,984
shares
|
$4.83 Million
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
37,295
shares
|
$4.39 Million
0.13% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
29,729
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2024
Added 55.54%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
26,657
shares
|
$3.14 Million
0.06% of portfolio
|
Q3 2022
Added 26.48%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
23,648
shares
|
$2.79 Million
2.18% of portfolio
|
Q4 2022
Added 66.62%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
22,970
shares
|
$2.71 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
22,675
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
20,879
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
19,569
shares
|
$2.31 Million
1.33% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,201
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
16,851
shares
|
$1.99 Million
1.04% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,484
shares
|
$1.82 Million
0.23% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,112
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2022
Reduced 0.18%
|