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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,302
shares
|
$156,812
0.0% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,250
shares
|
$150,550
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,042
shares
|
$125,498
0.0% of portfolio
|
Q1 2023
Added 26.3%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,011
shares
|
$121,764
0.0% of portfolio
|
Q4 2024
Reduced 25.72%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
992
shares
|
$119,476
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
890
shares
|
$107,191
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
700
shares
|
$84,308
0.0% of portfolio
|
Q1 2025
Reduced 35.42%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
609
shares
|
$73,347
0.01% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
537
shares
|
$64,676
0.05% of portfolio
|
Q2 2025
Added 141.89%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
500
shares
|
$60,220
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
452
shares
|
$54,438
0.04% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
446
shares
|
$53,716
0.0% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
410
shares
|
$49,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
373
shares
|
$44,924
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
352
shares
|
$42,394
0.0% of portfolio
|
Q2 2024
Reduced 88.36%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
275
shares
|
$33,121
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
121
shares
|
$14,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
103
shares
|
$12,405
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
84
shares
|
$10,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
51
shares
|
$6,142
0.0% of portfolio
|
Q1 2025
Reduced 20.31%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|