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 86 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 $342 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,875
shares
|
$438,185
0.0% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
3,865
shares
|
$437,054
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
3,865
shares
|
$437,054
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,451
shares
|
$390,239
0.0% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,317
shares
|
$375,086
0.0% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
3,200
shares
|
$361,856
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
3,184
shares
|
$360,046
0.09% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,088
shares
|
$349,191
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
3,022
shares
|
$341,727
0.0% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
2,797
shares
|
$316,284
0.03% of portfolio
|
Q4 2020
Reduced 19.74%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
2,752
shares
|
$311,196
0.0% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,727
shares
|
$308,369
0.0% of portfolio
|
Q3 2024
Added 405.94%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,464
shares
|
$278,629
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
2,350
shares
|
$265,738
0.01% of portfolio
|
Q2 2023
Reduced 16.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
2,287
shares
|
$258,613
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,159
shares
|
$244,139
0.0% of portfolio
|
Q3 2024
Added 2470.24%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
2,093
shares
|
$236,676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
2,075
shares
|
$234,641
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,028
shares
|
$229,326
0.0% of portfolio
|
Q2 2024
Added 12.17%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,012
shares
|
$227,516
0.0% of portfolio
|
Q4 2023
Reduced 18.34%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,871
shares
|
$211,572
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,680
shares
|
$189,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,361
shares
|
$153,901
0.0% of portfolio
|
Q3 2024
Reduced 30.24%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,084
shares
|
$122,578
0.0% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,042
shares
|
$117,829
0.0% of portfolio
|
Q1 2023
Added 26.3%
|