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 88 institutions that hold shares in the stock, with a total of 2.98 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
12,334
shares
|
$1.46 Million
0.6% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
11,621
shares
|
$1.38 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
11,514
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
Added 373.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,049
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 13.17%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,745
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
9,456
shares
|
$1.12 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
8,617
shares
|
$1.02 Million
0.47% of portfolio
|
Q3 2024
Reduced 47.39%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,400
shares
|
$995,988
0.0% of portfolio
|
Q3 2024
Added 768.67%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,299
shares
|
$984,012
0.0% of portfolio
|
Q3 2024
Added 36.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
8,184
shares
|
$970,376
0.0% of portfolio
|
Q3 2024
Reduced 30.74%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
6,567
shares
|
$778,649
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
6,409
shares
|
$759,915
0.69% of portfolio
|
Q3 2023
Reduced 8.98%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,390
shares
|
$757,662
0.19% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
5,842
shares
|
$692,685
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
5,765
shares
|
$683,556
0.37% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,734
shares
|
$679,880
0.0% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,677
shares
|
$673,121
0.0% of portfolio
|
Q3 2024
Reduced 62.1%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
5,600
shares
|
$663,992
0.35% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,055
shares
|
$599,371
0.0% of portfolio
|
Q3 2024
Added 28.76%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
4,724
shares
|
$560,124
0.02% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4,611
shares
|
$546,726
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,573
shares
|
$542,220
0.02% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,180
shares
|
$495,622
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
4,077
shares
|
$483,409
0.02% of portfolio
|
Q1 2024
Reduced 15.97%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
4,071
shares
|
$482,698
0.03% of portfolio
|
Q4 2024
Reduced 1.57%
|