Purchases and Sales Made in Q3 2021 in Jpmorgan Diversified Return Us (JPUS)

JPUS Quotes by TradingView

This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q3 2021. 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
233K
New
$22.1M - $23.7M
233K $27.4M
Nov 12, 2021 Q3 2021
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
52.6K
+ 52.37%
$4.99M - $5.35M
153K $18M
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

BUY
 -
48.4K
+ 3.16%
$4.59M - $4.92M
1.58M $186M
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
43.8K
New
$4.16M - $4.45M
43.8K $5.16M
Nov 04, 2021 Q3 2021
Independent Wealth Network Inc.

BUY
 -
13.6K
New
$1.29M - $1.38M
13.6K $1.6M
Nov 12, 2021 Q3 2021
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
12.7K
New
$1.21M - $1.3M
12.7K $1.5M
Nov 12, 2021 Q3 2021
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
8.59K
+ 15.81%
$816K - $873K
62.9K $7.41M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
7.85K
+ 18.16%
$745K - $798K
51.1K $6.02M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
6.79K
+ 85.31%
$645K - $690K
14.7K $1.74M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
5.36K
+ 1.45%
$509K - $545K
376K $44.3M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
3.94K
New
$374K - $400K
3.94K $464K
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
2.33K
+ 17.73%
$221K - $237K
15.5K $1.82M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.89K
New
$179K - $192K
1.89K $222K
Nov 16, 2021 Q3 2021
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
1.23K
+ 1.52%
$117K - $125K
81.8K $9.64M
Feb 15, 2022 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
936
+ 6.06%
$88.9K - $95.2K
16.4K $1.93M
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
825
+ 138.19%
$78.3K - $83.9K
1.42K $168K
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
720
+ 86.23%
$68.4K - $73.2K
1.56K $183K
Nov 05, 2021 Q3 2021
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
699
+ 1.39%
$66.4K - $71.1K
50.9K $5.99M
Nov 03, 2021 Q3 2021
Lex Aurum Advisors, LLC

BUY
 -
698
+ 0.75%
$66.3K - $71K
93.3K $11M
Nov 05, 2021 Q3 2021
Spc Financial, Inc.

BUY
 -
602
+ 1.21%
$57.2K - $61.2K
50.2K $5.92M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
582
+ 2.42%
$55.3K - $59.2K
24.6K $2.9M
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
400
New
$38K - $40.7K
400 $47.1K
Oct 12, 2021 Q3 2021
Apella Capital, LLC

BUY
 -
363
+ 11.27%
$34.5K - $36.9K
3.58K $422K
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
305
New
$29K - $31K
305 $35.9K
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
267
+ 1271.43%
$25.3K - $27.1K
288 $33.9K
Oct 06, 2021 Q3 2021
Cooper Financial Group

BUY
 -
261
+ 10.5%
$24.8K - $26.5K
2.75K $324K
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
236
+ 6.42%
$22.4K - $24K
3.91K $461K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

BUY
 -
180
New
$17.1K - $18.3K
180 $21.2K
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
131
New
$12.4K - $13.3K
131 $15.4K
Nov 09, 2021 Q3 2021
Wbi Investments, Inc.

BUY
 -
117
+ 2.55%
$11.1K - $11.9K
4.71K $555K
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
39
+ 1.18%
$3.7K - $3.97K
3.34K $393K
Nov 05, 2021 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
23
+ 1.9%
$2.18K - $2.34K
1.23K $145K
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
23
+ 1.9%
$2.18K - $2.34K
1.23K $145K
Nov 10, 2021 Q3 2021
Essex Financial Services, Inc.

BUY
 -
5
+ 0.14%
$475 - $508
3.55K $418K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
Nov 09, 2021 Q3 2021
Interactive Financial Advisors

Chicago, IL
SELL
 -
-25
- 0.84%
$2.37K - $2.54K
2.96K $349K
Oct 28, 2021 Q3 2021
Signal Point Asset Management, LLC

SELL
 -
-30
- 0.42%
$2.85K - $3.05K
7.07K $832K
Jan 18, 2022 Q3 2021
Apella Capital, LLC

SELL
 -
-34
- 0.95%
$3.23K - $3.46K
3.55K $418K
Oct 19, 2021 Q3 2021
Planning Alternatives LTD

SELL
 -
-45
- 0.01%
$4.27K - $4.58K
530K $62.5M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-56
- 0.92%
$5.32K - $5.69K
6.05K $713K
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-63
- 0.27%
$5.98K - $6.41K
23.2K $2.73M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-153
- 1.13%
$14.5K - $15.6K
13.4K $1.58M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

SELL
 -
-203
- 5.78%
$19.3K - $20.6K
3.31K $390K
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-260
- 1.58%
$24.7K - $26.4K
16.2K $1.91M
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-316
Closed
$30K - $32.1K
0 $0
Nov 09, 2021 Q3 2021
Beacon Investment Advisory Services, Inc.

SELL
 -
-506
- 5.5%
$48K - $51.4K
8.69K $1.02M
Oct 18, 2021 Q3 2021
Sterneck Capital Management, LLC

Kansas City, MO
SELL
 -
-554
- 0.78%
$52.6K - $56.3K
70.1K $8.25M
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-562
Closed
$53.4K - $57.1K
0 $0
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

SELL
 -
-610
- 4.98%
$57.9K - $62K
11.6K $1.37M

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