Latest Institutional Transactions on Jpmorgan Diversified Return Us (JPUS)
This table provides information on the latest institutional transactions involving Jpmorgan Diversified Return Us (JPUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.84K+ 3.21% |
$806K - $856K
|
220K
$27M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
928New |
$109K - $116K
|
928
$114K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-170- 2.6% |
$20K - $21.3K
|
6.38K
$782K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.63KNew |
$192K - $204K
|
1.63K
$200K
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
608+ 6.06% |
$71.6K - $76K
|
10.6K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-150- 4.64% |
$17.7K - $18.8K
|
3.09K
$378K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
174+ 6.6% |
$20.5K - $21.8K
|
2.81K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.66KNew |
$195K - $208K
|
1.66K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.84K+ 55.69% |
$1.16M - $1.23M
|
27.5K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.49K+ 3.19% |
$999K - $1.06M
|
274K
$33.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
843+ 1.85% |
$99.2K - $105K
|
46.5K
$5.7M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-628- 9.15% |
$73.9K - $78.5K
|
6.23K
$763K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
189+ 0.46% |
$22.2K - $23.6K
|
41.3K
$5.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-136- 14.93% |
$16K - $17K
|
775
$94.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
886+ 7.57% |
$104K - $111K
|
12.6K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
301New |
$35.4K - $37.6K
|
301
$36.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
390+ 13.48% |
$45.9K - $48.8K
|
3.28K
$402K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
631+ 2.85% |
$74.3K - $78.9K
|
22.8K
$2.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.39K- 2.51% |
$399K - $423K
|
131K
$16.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-24.7K- 89.56% |
$2.91M - $3.09M
|
2.88K
$353K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-243- 10.13% |
$28.6K - $30.4K
|
2.16K
$264K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2K+ 599.66% |
$1.43M - $1.52M
|
14.2K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-102- 99.03% |
$12K - $12.8K
|
1
$123
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
220+ 1.08% |
$25.9K - $27.5K
|
20.6K
$2.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 9.27% |
$1.65K - $1.75K
|
137
$16.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.33K+ 11.02% |
$745K - $791K
|
63.7K
$7.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-6.69K- 30.85% |
$788K - $837K
|
15K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
139+ 9.32% |
$16.4K - $17.4K
|
1.63K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75K+ 31.36% |
$324K - $344K
|
11.5K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-264- 8.23% |
$31.1K - $33K
|
2.95K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
9+ 0.26% |
$1.06K - $1.13K
|
3.44K
$422K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
105+ 2.32% |
$12.4K - $13.1K
|
4.64K
$568K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 0.24% |
$353 - $375
|
1.25K
$154K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
649+ 13.3% |
$76.4K - $81.1K
|
5.53K
$677K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-348- 4.57% |
$41K - $43.5K
|
7.26K
$890K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.01K- 12.15% |
$825K - $876K
|
50.7K
$6.21M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
208+ 5.89% |
$24.5K - $26K
|
3.74K
$458K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53New |
$6.24K - $6.63K
|
53
$6.49K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-334- 3.59% |
$39.3K - $41.8K
|
8.97K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.88KNew |
$222K - $235K
|
1.88K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-19- 0.42% |
$2.24K - $2.38K
|
4.52K
$554K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11K+ 40.35% |
$1.29M - $1.37M
|
38.2K
$4.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-21- 0.77% |
$2.47K - $2.63K
|
2.71K
$332K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.51K- 1.63% |
$530K - $563K
|
272K
$33.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12K- 8.38% |
$1.42M - $1.51M
|
132K
$16.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.16K- 21.86% |
$137K - $145K
|
4.15K
$509K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-320- 3.79% |
$37.7K - $40K
|
8.13K
$996K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19- 0.52% |
$2.24K - $2.38K
|
3.63K
$445K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.64K+ 1.94% |
$193K - $205K
|
86.4K
$10.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-724- 15.43% |
$85.2K - $90.5K
|
3.97K
$486K
|
|