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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
4,528
shares
|
$545,352
0.02% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
4,428
shares
|
$533,308
0.0% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
4,077
shares
|
$491,033
0.02% of portfolio
|
Q1 2024
Reduced 15.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,875
shares
|
$466,705
0.0% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,865
shares
|
$465,500
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
3,764
shares
|
$453,336
0.1% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,648
shares
|
$439,365
0.03% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,634
shares
|
$437,678
0.01% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
3,577
shares
|
$430,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,564
shares
|
$429,248
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
3,200
shares
|
$385,408
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,149
shares
|
$379,265
0.0% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,968
shares
|
$357,465
0.0% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
2,844
shares
|
$342,531
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,797
shares
|
$336,870
0.03% of portfolio
|
Q4 2020
Reduced 19.74%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,732
shares
|
$329,042
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,704
shares
|
$325,669
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
2,630
shares
|
$316,757
0.05% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,464
shares
|
$296,764
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
2,321
shares
|
$279,541
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,075
shares
|
$249,913
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
2,000
shares
|
$240,880
0.01% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
1,916
shares
|
$230,763
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,571
shares
|
$189,211
0.02% of portfolio
|
Q4 2024
Reduced 16.03%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,492
shares
|
$179,696
0.0% of portfolio
|
Q4 2024
Reduced 25.84%
|