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 90 institutions that hold shares in the stock, with a total of 3.11 Million shares, which have been reported (via 13F filing form) to have a value of $366 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
526,199
shares
|
$62 Million
9.3% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
444,688
shares
|
$52.4 Million
2.38% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
307,668
shares
|
$36.3 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
263,175
shares
|
$31 Million
0.0% of portfolio
|
Q4 2024
Added 24.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
204,772
shares
|
$24.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
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
|
Jan 10, 2025 Q4 2024 |
163,253
shares
|
$19.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
130,240
shares
|
$15.4 Million
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
80,568
shares
|
$9.5 Million
5.12% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
58,369
shares
|
$6.88 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
55,523
shares
|
$6.55 Million
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,029
shares
|
$6.02 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
|
$5.59 Million
2.47% of portfolio
|
Q2 2023
Reduced 0.93%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
42,410
shares
|
$5 Million
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
39,926
shares
|
$4.71 Million
0.11% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
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%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
22,461
shares
|
$2.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.45%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
22,291
shares
|
$2.63 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
21,953
shares
|
$2.59 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
21,841
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
20,879
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
19,537
shares
|
$2.3 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,025
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
16,492
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 96.33%
|