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 95 institutions that hold shares in the stock, with a total of 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $333 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
436,041
shares
|
$49.9 Million
2.44% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
296,837
shares
|
$34 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
265,069
shares
|
$30.3 Million
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
236,118
shares
|
$27 Million
4.2% of portfolio
|
Q1 2025
Reduced 55.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
209,071
shares
|
$23.9 Million
0.06% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
197,903
shares
|
$22.6 Million
2.74% of portfolio
|
Q1 2023
Added 2.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
183,077
shares
|
$20.9 Million
0.04% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
129,692
shares
|
$14.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
81,596
shares
|
$9.33 Million
5.2% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
75,267
shares
|
$8.61 Million
0.0% of portfolio
|
Q1 2025
Added 356.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
57,683
shares
|
$6.6 Million
0.0% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,029
shares
|
$5.84 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
|
$5.42 Million
2.47% of portfolio
|
Q2 2023
Reduced 0.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
45,092
shares
|
$5.16 Million
0.12% of portfolio
|
Q1 2025
Added 12.94%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
43,628
shares
|
$4.99 Million
0.0% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
37,837
shares
|
$4.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
34,545
shares
|
$3.95 Million
0.0% of portfolio
|
Q1 2025
Added 53.8%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
26,657
shares
|
$3.05 Million
0.06% of portfolio
|
Q3 2022
Added 26.48%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
23,648
shares
|
$2.71 Million
2.18% of portfolio
|
Q4 2022
Added 66.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
22,713
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
22,291
shares
|
$2.55 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
21,198
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
20,313
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
19,099
shares
|
$2.18 Million
1.29% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
18,968
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Added 11.41%
|