Purchases and Sales Made in Q3 2024 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 55.54% |
$1.15M - $1.27M
|
29.7K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.43K+ 768.67% |
$806K - $890K
|
8.4K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.73K+ 33.83% |
$622K - $686K
|
22.7K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.87KNew |
$419K - $463K
|
3.87K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.87KNew |
$419K - $463K
|
3.87K
$461K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.77K+ 3.51% |
$301K - $332K
|
81.8K
$9.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.22K+ 36.45% |
$241K - $265K
|
8.3K
$991K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.19K+ 405.94% |
$237K - $262K
|
2.73K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.09KNew |
$227K - $250K
|
2.09K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.08K+ 2470.24% |
$225K - $248K
|
2.16K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.68KNew |
$182K - $201K
|
1.68K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.29K+ 13.17% |
$140K - $154K
|
11K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.13K+ 28.76% |
$122K - $135K
|
5.06K
$604K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
977+ 2.69% |
$106K - $117K
|
37.3K
$4.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
505+ 14.99% |
$54.8K - $60.4K
|
3.88K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
432+ 10.43% |
$46.9K - $51.7K
|
4.57K
$546K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
223+ 2.22% |
$24.2K - $26.7K
|
10.3K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
217+ 1.42% |
$23.5K - $26K
|
15.5K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
127+ 0.02% |
$13.8K - $15.2K
|
517K
$61.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
123+ 0.3% |
$13.3K - $14.7K
|
41K
$4.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$10.9K - $12K
|
100
$11.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
84New |
$9.11K - $10.1K
|
84
$10K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
84+ 1.52% |
$9.11K - $10.1K
|
5.6K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
19+ 0.41% |
$2.06K - $2.27K
|
4.61K
$551K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12+ 0.39% |
$1.3K - $1.44K
|
3.09K
$369K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.4% |
$977 - $1.08K
|
2.29K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.31% |
$326 - $359
|
985
$118K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.59% |
$109 - $120
|
64
$7.64K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.02% |
$109 - $120
|
5.84K
$698K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6- 0.1% |
$651 - $718
|
5.77K
$688K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-14- 26.42% |
$1.52K - $1.68K
|
39
$4.66K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48- 0.23% |
$5.21K - $5.74K
|
20.9K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-59- 1.23% |
$6.4K - $7.06K
|
4.72K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-84- 2.47% |
$9.11K - $10.1K
|
3.32K
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-104- 1.09% |
$11.3K - $12.4K
|
9.46K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-178- 3.01% |
$19.3K - $21.3K
|
5.73K
$685K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-182- 5.68% |
$19.7K - $21.8K
|
3.02K
$361K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-190- 5.63% |
$20.6K - $22.7K
|
3.18K
$380K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-298- 6.72% |
$32.3K - $35.7K
|
4.14K
$494K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-548- 5.31% |
$59.5K - $65.6K
|
9.78K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-590- 30.24% |
$64K - $70.6K
|
1.36K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-675- 16.36% |
$73.2K - $80.8K
|
3.45K
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-977- 4.76% |
$106K - $117K
|
19.6K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.01K- 4.21% |
$110K - $121K
|
23K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.06K- 0.49% |
$114K - $126K
|
213K
$25.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.69K- 2.97% |
$183K - $202K
|
55.2K
$6.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.92K- 10.03% |
$208K - $229K
|
17.2K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.63K- 30.74% |
$394K - $435K
|
8.18K
$977K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.76K- 18.23% |
$408K - $450K
|
16.9K
$2.01M
|