Purchases and Sales Made in Q1 2024 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q1 2024. The information is specifically focused on institutions that hold shares of JPMORGAN DIVERSIFIED RETURN US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8K+ 272.9% |
$1.29M - $1.43M
|
17.4K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 5210.7% |
$1.13M - $1.25M
|
11.4K
$1.35M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.76K+ 16.54% |
$684K - $757K
|
47.6K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.48KNew |
$656K - $725K
|
6.48K
$763K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.54K+ 436.83% |
$561K - $620K
|
6.81K
$802K
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
4.78K+ 426.67% |
$484K - $536K
|
5.9K
$695K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.69KNew |
$475K - $525K
|
4.69K
$553K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.54K+ 4.86% |
$358K - $396K
|
76.3K
$8.98M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.25KNew |
$329K - $364K
|
3.25K
$383K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.88K+ 73.38% |
$292K - $323K
|
6.81K
$802K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.45KNew |
$248K - $274K
|
2.45K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.36K+ 22.56% |
$239K - $265K
|
12.8K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.92KNew |
$194K - $215K
|
1.92K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.87KNew |
$189K - $210K
|
1.87K
$220K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.13K+ 6.55% |
$114K - $126K
|
18.4K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
768+ 25.77% |
$77.8K - $86K
|
3.75K
$442K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
700+ 1.12% |
$70.9K - $78.4K
|
63.4K
$7.47M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
696+ 2.21% |
$70.5K - $78K
|
32.2K
$3.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
616+ 10.41% |
$62.4K - $69K
|
6.53K
$770K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
471New |
$47.7K - $52.8K
|
471
$55.5K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
377+ 2.84% |
$38.2K - $42.2K
|
13.7K
$1.61M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
275New |
$27.8K - $30.8K
|
275
$32.4K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
250New |
$25.3K - $28K
|
250
$29.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
246+ 1.33% |
$24.9K - $27.6K
|
18.7K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
205+ 6.38% |
$20.8K - $23K
|
3.42K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
159+ 0.7% |
$16.1K - $17.8K
|
22.9K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
84New |
$8.51K - $9.41K
|
84
$9.9K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
75+ 1.27% |
$7.6K - $8.4K
|
5.99K
$705K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
74+ 0.73% |
$7.49K - $8.29K
|
10.2K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65+ 1.97% |
$6.58K - $7.28K
|
3.36K
$396K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
15+ 0.32% |
$1.52K - $1.68K
|
4.75K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10+ 1.69% |
$1.01K - $1.12K
|
603
$71K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8+ 0.26% |
$810 - $896
|
3.06K
$361K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.17% |
$203 - $224
|
1.15K
$135K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1+ 0.05% |
$101 - $112
|
2.07K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-5- 1.09% |
$506 - $560
|
452
$53.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-10- 15.87% |
$1.01K - $1.12K
|
53
$6.24K
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-15- 0.15% |
$1.52K - $1.68K
|
10.1K
$1.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-50- 0.75% |
$5.06K - $5.6K
|
6.66K
$784K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-54- 1.22% |
$5.47K - $6.05K
|
4.37K
$514K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-57- 2.03% |
$5.77K - $6.38K
|
2.75K
$324K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-70- 0.67% |
$7.09K - $7.84K
|
10.4K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-118- 0.57% |
$11.9K - $13.2K
|
20.6K
$2.42M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-178- 3.55% |
$18K - $19.9K
|
4.84K
$570K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-247- 10.72% |
$25K - $27.7K
|
2.06K
$242K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-511- 31.35% |
$51.7K - $57.2K
|
1.12K
$132K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-528- 3.33% |
$53.5K - $59.1K
|
15.3K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-658- 25.87% |
$66.6K - $73.7K
|
1.89K
$222K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-775- 15.97% |
$78.5K - $86.8K
|
4.08K
$480K
|