Institutional Ownership Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 3.13 Million shares, which have been reported (via 13F filing form) to have a value of $350 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
526,199
shares
|
$58.8 Million
9.3% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
436,041
shares
|
$48.7 Million
2.44% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
307,668
shares
|
$34.4 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
263,175
shares
|
$29.4 Million
0.0% of portfolio
|
Q4 2024
Added 24.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
204,772
shares
|
$22.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
197,903
shares
|
$22.1 Million
2.74% of portfolio
|
Q1 2023
Added 2.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
183,077
shares
|
$20.5 Million
0.04% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
130,240
shares
|
$14.6 Million
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
81,596
shares
|
$9.12 Million
5.2% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
58,369
shares
|
$6.52 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
55,523
shares
|
$6.21 Million
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,029
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
47,388
shares
|
$5.3 Million
2.47% of portfolio
|
Q2 2023
Reduced 0.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
45,092
shares
|
$5.04 Million
0.12% of portfolio
|
Q1 2025
Added 12.94%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
42,410
shares
|
$4.74 Million
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
34,545
shares
|
$3.86 Million
0.0% of portfolio
|
Q1 2025
Added 53.8%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
26,657
shares
|
$2.98 Million
0.06% of portfolio
|
Q3 2022
Added 26.48%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
23,648
shares
|
$2.64 Million
2.18% of portfolio
|
Q4 2022
Added 66.62%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
22,291
shares
|
$2.49 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
21,841
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
20,313
shares
|
$2.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
19,099
shares
|
$2.13 Million
1.29% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,025
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
16,492
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 96.33%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
15,590
shares
|
$1.74 Million
0.2% of portfolio
|
Q4 2024
Added 0.68%
|