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 $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
276,908
shares
|
$33.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
265,612
shares
|
$31.7 Million
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
257,030
shares
|
$30.7 Million
1.36% of portfolio
|
Q2 2025
Reduced 41.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
213,423
shares
|
$25.5 Million
0.06% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
197,903
shares
|
$23.6 Million
2.74% of portfolio
|
Q1 2023
Added 2.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
143,721
shares
|
$17.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
134,827
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
84,758
shares
|
$10.1 Million
5.21% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
57,683
shares
|
$6.89 Million
0.0% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
57,402
shares
|
$6.86 Million
0.0% of portfolio
|
Q2 2025
Added 66.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,029
shares
|
$6.1 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
|
$5.66 Million
2.47% of portfolio
|
Q2 2023
Reduced 0.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
46,957
shares
|
$5.61 Million
0.12% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
45,650
shares
|
$5.45 Million
0.0% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
41,068
shares
|
$4.91 Million
0.0% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
27,593
shares
|
$3.3 Million
0.14% of portfolio
|
Q2 2025
Added 90.36%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
27,213
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
Added 30.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
26,657
shares
|
$3.18 Million
0.06% of portfolio
|
Q3 2022
Added 26.48%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
23,648
shares
|
$2.82 Million
2.18% of portfolio
|
Q4 2022
Added 66.62%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
22,291
shares
|
$2.66 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
22,170
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
21,694
shares
|
$2.59 Million
0.36% of portfolio
|
Q2 2025
Reduced 90.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
20,413
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
19,900
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
16,752
shares
|
$2 Million
1.15% of portfolio
|
Q2 2025
Reduced 12.29%
|