Latest Institutional Purchases of Jpmorgan Diversified Return Us (JPUS)
This list provides information on the latest institutional transactions involving Jpmorgan Diversified Return Us (JPUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
58.4KNew |
$6.66M - $7.22M
|
58.4K
$6.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.2K+ 24.17% |
$5.84M - $6.34M
|
263K
$31M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22KNew |
$2.5M - $2.72M
|
22K
$2.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.5KNew |
$1.65M - $1.79M
|
14.5K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
9.33K+ 1.8% |
$1.06M - $1.15M
|
526K
$61.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.09K+ 96.33% |
$923K - $1M
|
16.5K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.64K+ 307.74% |
$758K - $822K
|
8.8K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.95K+ 35.78% |
$451K - $489K
|
15K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.63K+ 7.05% |
$300K - $326K
|
39.9K
$4.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.05K+ 19.98% |
$234K - $254K
|
12.3K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.03KNew |
$231K - $251K
|
2.03K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.01K+ 24.2% |
$229K - $249K
|
10.3K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.43K+ 3.48% |
$163K - $176K
|
42.4K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.25KNew |
$142K - $155K
|
1.25K
$147K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
597+ 1530.77% |
$68.1K - $73.9K
|
636
$74.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
580+ 18.22% |
$66.1K - $71.8K
|
3.76K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
446+ 0.34% |
$50.9K - $55.2K
|
130K
$15.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
410New |
$46.8K - $50.7K
|
410
$48.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
373New |
$42.5K - $46.2K
|
373
$43.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
342+ 0.62% |
$39K - $42.3K
|
55.5K
$6.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
301+ 4.7% |
$34.3K - $37.3K
|
6.71K
$789K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
178+ 3.86% |
$20.3K - $22K
|
4.79K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
144+ 4.34% |
$16.4K - $17.8K
|
3.46K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
121New |
$13.8K - $15K
|
121
$14.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
106+ 0.68% |
$12.1K - $13.1K
|
15.6K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
97+ 2.81% |
$11.1K - $12K
|
3.55K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
53+ 0.92% |
$6.04K - $6.56K
|
5.79K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.61% |
$1.6K - $1.73K
|
2.3K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.41% |
$456 - $495
|
989
$116K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.0% |
$114 - $124
|
101
$11.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$114 - $124
|
1
$118
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.87KNew |
$419K - $463K
|
3.87K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.87KNew |
$419K - $463K
|
3.87K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.09KNew |
$227K - $250K
|
2.09K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.68KNew |
$182K - $201K
|
1.68K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
505+ 14.99% |
$54.8K - $60.4K
|
3.88K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
84New |
$9.11K - $10.1K
|
84
$9.88K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.59% |
$109 - $120
|
64
$7.53K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.08K+ 373.05% |
$960K - $1.01M
|
11.5K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.38K+ 212.92% |
$464K - $489K
|
6.44K
$758K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
3.2KNew |
$338K - $357K
|
3.2K
$376K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.08KNew |
$219K - $232K
|
2.08K
$244K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
240+ 112.15% |
$25.4K - $26.8K
|
454
$53.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
220+ 12.17% |
$23.3K - $24.6K
|
2.03K
$239K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.92KNew |
$194K - $215K
|
1.92K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
768+ 25.77% |
$77.8K - $86K
|
3.75K
$441K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
275New |
$27.8K - $30.8K
|
275
$32.4K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
250New |
$25.3K - $28K
|
250
$29.4K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
6.57KNew |
$589K - $677K
|
6.57K
$773K
|
|