Purchases and Sales Made in Q2 2024 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.08K+ 373.05% |
$960K - $1.01M
|
11.5K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.6K+ 10.93% |
$593K - $626K
|
56.9K
$6.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.38K+ 212.92% |
$464K - $489K
|
6.44K
$759K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.11K+ 32.0% |
$434K - $458K
|
16.9K
$2M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.08K+ 12.66% |
$432K - $455K
|
36.3K
$4.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
3.2KNew |
$338K - $357K
|
3.2K
$377K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.79K+ 3.65% |
$295K - $311K
|
79K
$9.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.26K+ 12.29% |
$239K - $252K
|
20.6K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.25K+ 1.06% |
$238K - $251K
|
214K
$25.2M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.08KNew |
$219K - $232K
|
2.08K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
496+ 105.31% |
$52.5K - $55.4K
|
967
$114K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
493+ 0.1% |
$52.1K - $55K
|
517K
$60.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
375+ 2.0% |
$39.7K - $41.9K
|
19.1K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
240+ 112.15% |
$25.4K - $26.8K
|
454
$53.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
220+ 12.17% |
$23.3K - $24.6K
|
2.03K
$239K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
67+ 1.53% |
$7.09K - $7.48K
|
4.43K
$522K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32+ 0.58% |
$3.38K - $3.57K
|
5.52K
$650K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
30+ 0.9% |
$3.17K - $3.35K
|
3.37K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14+ 0.46% |
$1.48K - $1.56K
|
3.08K
$362K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6+ 0.18% |
$635 - $670
|
3.37K
$397K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2+ 0.1% |
$212 - $223
|
2.07K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19- 0.56% |
$2.01K - $2.12K
|
3.4K
$401K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-24- 0.23% |
$2.54K - $2.68K
|
10.3K
$1.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31- 0.15% |
$3.28K - $3.46K
|
20.5K
$2.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 3.13% |
$3.7K - $3.91K
|
1.08K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-39- 0.25% |
$4.12K - $4.35K
|
15.3K
$1.8M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46- 1.42% |
$4.86K - $5.13K
|
3.2K
$377K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-55- 1.14% |
$5.82K - $6.14K
|
4.78K
$563K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-64- 10.61% |
$6.77K - $7.14K
|
539
$63.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-74- 1.24% |
$7.83K - $8.26K
|
5.91K
$696K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-97- 0.96% |
$10.3K - $10.8K
|
10.1K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-107- 5.2% |
$11.3K - $11.9K
|
1.95K
$230K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-133- 2.25% |
$14.1K - $14.8K
|
5.77K
$680K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-158- 3.33% |
$16.7K - $17.6K
|
4.59K
$541K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-161- 71.88% |
$17K - $18K
|
63
$7.42K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-165- 14.39% |
$17.5K - $18.4K
|
982
$116K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-167- 6.83% |
$17.7K - $18.6K
|
2.28K
$268K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-175- 2.63% |
$18.5K - $19.5K
|
6.48K
$763K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-393- 6.07% |
$41.6K - $43.9K
|
6.08K
$716K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-457- 4.56% |
$48.3K - $51K
|
9.56K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-565- 12.04% |
$59.8K - $63.1K
|
4.13K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-641- 13.4% |
$67.8K - $71.5K
|
4.14K
$488K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-692- 10.59% |
$73.2K - $77.2K
|
5.84K
$688K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.79K- 7.88% |
$189K - $200K
|
20.9K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86K- 13.59% |
$197K - $208K
|
11.8K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.46K- 14.08% |
$260K - $274K
|
15K
$1.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.67K- 88.36% |
$282K - $298K
|
352
$41.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.78K- 10.39% |
$294K - $310K
|
24K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.85K- 1.2% |
$301K - $318K
|
234K
$27.5M
|