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 92 institutions that hold shares in the stock, with a total of 3.12 Million shares, which have been reported (via 13F filing form) to have a value of $359 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
989
shares
|
$113,062
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
968
shares
|
$110,661
0.0% of portfolio
|
Q4 2024
Reduced 80.85%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
636
shares
|
$72,707
0.01% of portfolio
|
Q4 2024
Added 1530.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
496
shares
|
$56,702
0.0% of portfolio
|
Q4 2024
Reduced 81.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
454
shares
|
$51,901
0.0% of portfolio
|
Q2 2024
Added 112.15%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
452
shares
|
$51,672
0.04% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
410
shares
|
$46,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
373
shares
|
$42,641
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
352
shares
|
$40,240
0.0% of portfolio
|
Q2 2024
Reduced 88.36%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
275
shares
|
$31,437
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
172
shares
|
$19,663
0.0% of portfolio
|
Q2 2024
Reduced 98.49%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
121
shares
|
$13,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
101
shares
|
$11,546
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
84
shares
|
$9,602
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
64
shares
|
$7,316
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1
shares
|
$114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|