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 96 institutions that hold shares in the stock, with a total of 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $318 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
16,162
shares
|
$1.95 Million
0.22% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,805
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 48.24%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
14,495
shares
|
$1.75 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,112
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
12,644
shares
|
$1.52 Million
0.58% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
12,283
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 146.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
11,709
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Added 67.3%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,913
shares
|
$1.31 Million
0.39% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
10,845
shares
|
$1.31 Million
0.72% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,307
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,300
shares
|
$1.12 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
8,454
shares
|
$1.02 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
7,612
shares
|
$916,789
0.0% of portfolio
|
Q1 2025
Reduced 33.89%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
7,210
shares
|
$868,372
0.7% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
6,986
shares
|
$841,393
0.0% of portfolio
|
Q1 2025
Reduced 20.64%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
6,567
shares
|
$790,929
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,390
shares
|
$769,611
0.19% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,069
shares
|
$730,950
0.0% of portfolio
|
Q1 2025
Reduced 59.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,599
shares
|
$674,343
0.0% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
5,575
shares
|
$671,453
0.35% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,410
shares
|
$651,580
0.0% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
5,266
shares
|
$634,237
0.27% of portfolio
|
Q1 2025
Reduced 38.88%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
4,863
shares
|
$585,699
0.17% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
4,693
shares
|
$565,224
0.21% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
4,540
shares
|
$546,797
0.27% of portfolio
|
Q2 2025
Reduced 2.18%
|