Purchases and Sales Made in Q3 2023 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 2023. 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 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
353K
New
$33.1M - $35.6M
353K $41.6M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
208K
New
$19.5M - $21M
208K $24.5M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
15.2K
New
$1.43M - $1.54M
15.2K $1.8M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
11.5K
+ 25.17%
$1.08M - $1.16M
57.2K $6.74M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
10.6K
+ 100.24%
$990K - $1.07M
21.1K $2.48M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
5.95K
+ 136.16%
$558K - $601K
10.3K $1.22M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.12K
+ 1.44%
$292K - $315K
219K $25.8M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
2.75K
New
$258K - $278K
2.75K $324K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.29K
New
$214K - $231K
2.29K $269K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.01K
+ 18.2%
$188K - $203K
13K $1.54M
Oct 12, 2023 Q3 2023
Patten Group, Inc.

BUY
 -
1.25K
+ 10.65%
$117K - $126K
13K $1.53M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
999
+ 45.95%
$93.7K - $101K
3.17K $374K
Jan 16, 2024 Q3 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
779
+ 3.93%
$73K - $78.7K
20.6K $2.43M
Oct 19, 2023 Q3 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
779
+ 3.93%
$73K - $78.7K
20.6K $2.43M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
641
New
$60.1K - $64.7K
641 $75.5K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
617
+ 22.89%
$57.8K - $62.3K
3.31K $390K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
559
+ 14.46%
$52.4K - $56.4K
4.43K $521K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
535
+ 0.29%
$50.2K - $54K
186K $22M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
477
+ 1.53%
$44.7K - $48.2K
31.6K $3.73M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
461
+ 10.82%
$43.2K - $46.6K
4.72K $556K
Nov 13, 2023 Q3 2023
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
254
+ 0.34%
$23.8K - $25.6K
74.3K $8.75M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
243
New
$22.8K - $24.5K
243 $28.6K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
62
+ 0.33%
$5.81K - $6.26K
18.6K $2.19M
Oct 24, 2023 Q3 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
53
+ 1.15%
$4.97K - $5.35K
4.65K $548K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
14
+ 0.45%
$1.31K - $1.41K
3.14K $370K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3
+ 0.65%
$281 - $303
466 $54.9K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
1
+ 0.02%
$93.8 - $101
5.65K $666K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

SELL
 -
-40
- 0.92%
$3.75K - $4.04K
4.29K $505K
Oct 18, 2023 Q3 2023
Private Trust CO Na

SELL
 -
-60
- 43.8%
$5.63K - $6.06K
77 $9.07K
Nov 09, 2023 Q3 2023
Wbi Investments, Inc.

SELL
 -
-68
- 2.4%
$6.38K - $6.87K
2.77K $326K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-80
- 0.35%
$7.5K - $8.08K
22.7K $2.68M
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-148
- 10.91%
$13.9K - $14.9K
1.21K $142K
Nov 08, 2023 Q3 2023
Fort Point Capital Partners LLC

San Francisco, CA
SELL
 -
-154
- 0.95%
$14.4K - $15.6K
16K $1.88M
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

SELL
 -
-252
- 1.77%
$23.6K - $25.4K
14K $1.65M
Oct 26, 2023 Q3 2023
Interactive Financial Advisors

Chicago, IL
SELL
 -
-372
- 5.69%
$34.9K - $37.6K
6.17K $727K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-463
- 3.86%
$43.4K - $46.8K
11.5K $1.36M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-540
- 62.0%
$50.6K - $54.5K
331 $39K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

SELL
 -
-597
- 19.5%
$56K - $60.3K
2.46K $290K
Nov 09, 2023 Q3 2023
Citigroup Inc

SELL
 -
-604
- 11.16%
$56.6K - $61K
4.81K $567K
Nov 07, 2023 Q3 2023
Avant Capital LLC

Lafayette, LA
SELL
 -
-632
- 8.98%
$59.3K - $63.8K
6.41K $755K
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

SELL
 -
-674
- 6.04%
$63.2K - $68.1K
10.5K $1.23M
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

SELL
 -
-688
- 5.66%
$64.5K - $69.5K
11.5K $1.35M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-936
- 21.91%
$87.8K - $94.5K
3.34K $393K
Oct 25, 2023 Q3 2023
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-1.36K
- 2.44%
$127K - $137K
54.3K $6.39M
Nov 03, 2023 Q3 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-1.38K
- 4.47%
$129K - $139K
29.5K $3.47M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.55K
- 40.01%
$333K - $359K
5.32K $627K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-4.13K
- 6.07%
$387K - $417K
64K $7.54M

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