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 94 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
274,097
shares
|
$33.6 Million
0.0% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
272,402
shares
|
$33.4 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
248,975
shares
|
$30.5 Million
1.29% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
220,267
shares
|
$27 Million
0.06% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
197,903
shares
|
$24.2 Million
2.74% of portfolio
|
Q1 2023
Added 2.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
131,680
shares
|
$16.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
131,440
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
86,400
shares
|
$10.6 Million
5.13% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
63,728
shares
|
$7.81 Million
0.0% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
51,262
shares
|
$6.28 Million
0.12% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,029
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
50,677
shares
|
$6.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
47,388
shares
|
$5.81 Million
2.47% of portfolio
|
Q2 2023
Reduced 0.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
46,493
shares
|
$5.7 Million
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
41,257
shares
|
$5.05 Million
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
38,193
shares
|
$4.68 Million
0.0% of portfolio
|
Q3 2025
Added 40.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
27,521
shares
|
$3.37 Million
0.01% of portfolio
|
Q3 2025
Added 55.69%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
26,657
shares
|
$3.27 Million
0.06% of portfolio
|
Q3 2022
Added 26.48%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
23,648
shares
|
$2.9 Million
2.18% of portfolio
|
Q4 2022
Added 66.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
22,801
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
22,291
shares
|
$2.73 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
20,633
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
19,021
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
16,226
shares
|
$1.99 Million
1.07% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
15,002
shares
|
$1.84 Million
0.24% of portfolio
|
Q3 2025
Reduced 30.85%
|
|