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 |
|---|---|---|---|---|---|---|---|
|
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 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11K+ 40.35% |
$1.29M - $1.37M
|
38.2K
$4.68M
|
|
|
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 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.84K+ 3.21% |
$806K - $856K
|
220K
$27M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.33K+ 11.02% |
$745K - $791K
|
63.7K
$7.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.31K+ 9.17% |
$507K - $538K
|
51.3K
$6.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3.02KNew |
$355K - $378K
|
3.02K
$370K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75K+ 31.36% |
$324K - $344K
|
11.5K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.88KNew |
$222K - $235K
|
1.88K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.85K+ 14.64% |
$218K - $231K
|
14.5K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.66KNew |
$195K - $208K
|
1.66K
$203K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.64K+ 1.94% |
$193K - $205K
|
86.4K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.63KNew |
$192K - $204K
|
1.63K
$200K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
928New |
$109K - $116K
|
928
$114K
|
|
|
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
|
Morgan Stanley
New York, NY |
BUY
|
- |
843+ 1.85% |
$99.2K - $105K
|
46.5K
$5.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
649+ 13.3% |
$76.4K - $81.1K
|
5.53K
$677K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
631+ 2.85% |
$74.3K - $78.9K
|
22.8K
$2.79M
|
|
|
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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
390+ 13.48% |
$45.9K - $48.8K
|
3.28K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
301New |
$35.4K - $37.6K
|
301
$36.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
220+ 1.08% |
$25.9K - $27.5K
|
20.6K
$2.53M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
208+ 5.89% |
$24.5K - $26K
|
3.74K
$458K
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
174+ 6.6% |
$20.5K - $21.8K
|
2.81K
$344K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
139+ 9.32% |
$16.4K - $17.4K
|
1.63K
$200K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
105+ 2.32% |
$12.4K - $13.1K
|
4.64K
$568K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53New |
$6.24K - $6.63K
|
53
$6.49K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10+ 0.43% |
$1.18K - $1.25K
|
2.33K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
9+ 0.26% |
$1.06K - $1.13K
|
3.44K
$422K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5New |
$589 - $625
|
5
$613
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 0.24% |
$353 - $375
|
1.25K
$154K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.01KNew |
$207K - $238K
|
2.01K
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
890New |
$91.5K - $105K
|
890
$109K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
502+ 112.56% |
$51.6K - $59.3K
|
948
$116K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
209New |
$21.5K - $24.7K
|
209
$25.6K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111+ 8.53% |
$11.4K - $13.1K
|
1.41K
$173K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
47New |
$4.83K - $5.55K
|
47
$5.76K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21+ 0.28% |
$2.16K - $2.48K
|
7.63K
$935K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$308 - $355
|
3
$368
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7KNew |
$2.54M - $2.7M
|
22.7K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.84KNew |
$318K - $339K
|
2.84K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.92KNew |
$214K - $228K
|
1.92K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500New |
$55.9K - $59.5K
|
500
$61.3K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22KNew |
$2.5M - $2.72M
|
22K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
410New |
$46.8K - $50.7K
|
410
$50.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
373New |
$42.5K - $46.2K
|
373
$45.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
121New |
$13.8K - $15K
|
121
$14.8K
|
|