Latest Institutional Sells of Jpmorgan Diversified Return Us (JPUS)
This list provides information on the latest institutional transactions involving Jpmorgan Diversified Return Us (JPUS) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-14.5K- 3.01% |
$1.57M - $1.73M
|
466K
$55.1M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 6.33% |
$1.2M - $1.32M
|
163K
$19.3M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-9.11K- 2.77% |
$988K - $1.09M
|
320K
$37.8M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-7.76K- 47.39% |
$842K - $929K
|
8.62K
$1.02M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.03K- 8.98% |
$546K - $602K
|
51K
$6.03M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.92K- 10.03% |
$208K - $229K
|
17.2K
$2.03M
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-977- 4.76% |
$106K - $117K
|
19.6K
$2.31M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-548- 5.31% |
$59.5K - $65.6K
|
9.78K
$1.16M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-190- 5.63% |
$20.6K - $22.7K
|
3.18K
$376K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48- 0.23% |
$5.21K - $5.74K
|
20.9K
$2.47M
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-173K- 55.89% |
$18.3M - $19.4M
|
137K
$16.2M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 98.49% |
$1.19M - $1.26M
|
172
$20.3K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.76K- 14.19% |
$715K - $754K
|
40.9K
$4.83M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.38K- 35.51% |
$568K - $600K
|
9.76K
$1.15M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.75K- 16.4% |
$397K - $419K
|
19.1K
$2.26M
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3.4K- 21.77% |
$359K - $379K
|
12.2K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.88K- 42.32% |
$305K - $322K
|
3.93K
$464K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.85K- 1.2% |
$301K - $318K
|
234K
$27.6M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.78K- 10.39% |
$294K - $310K
|
24K
$2.84M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.67K- 88.36% |
$282K - $298K
|
352
$41.6K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.46K- 14.08% |
$260K - $274K
|
15K
$1.77M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86K- 13.59% |
$197K - $208K
|
11.8K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-641- 13.4% |
$67.8K - $71.5K
|
4.14K
$490K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-565- 12.04% |
$59.8K - $63.1K
|
4.13K
$488K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-457- 4.56% |
$48.3K - $51K
|
9.56K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-393- 6.07% |
$41.6K - $43.9K
|
6.08K
$719K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-175- 2.63% |
$18.5K - $19.5K
|
6.48K
$766K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-161- 71.88% |
$17K - $18K
|
63
$7.45K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-158- 3.33% |
$16.7K - $17.6K
|
4.59K
$543K
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-133- 2.25% |
$14.1K - $14.8K
|
5.77K
$682K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-107- 5.2% |
$11.3K - $11.9K
|
1.95K
$231K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-74- 1.24% |
$7.83K - $8.26K
|
5.91K
$699K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-64- 10.61% |
$6.77K - $7.14K
|
539
$63.7K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-55- 1.14% |
$5.82K - $6.14K
|
4.78K
$565K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46- 1.42% |
$4.86K - $5.13K
|
3.2K
$379K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-39- 0.25% |
$4.12K - $4.35K
|
15.3K
$1.81M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 3.13% |
$3.7K - $3.91K
|
1.08K
$128K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19- 0.56% |
$2.01K - $2.12K
|
3.4K
$402K
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-775- 15.97% |
$78.5K - $86.8K
|
4.08K
$482K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-700- 14.89% |
$70.9K - $78.4K
|
4K
$473K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-658- 25.87% |
$66.6K - $73.7K
|
1.89K
$223K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-57- 2.03% |
$5.77K - $6.38K
|
2.75K
$325K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-10- 15.87% |
$1.01K - $1.12K
|
53
$6.27K
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-5- 1.09% |
$506 - $560
|
452
$53.4K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-560- 12.66% |
$50.2K - $57.8K
|
3.87K
$457K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-452- 18.34% |
$40.6K - $46.6K
|
2.01K
$238K
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-311- 11.23% |
$27.9K - $32.1K
|
2.46K
$291K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-134- 5.86% |
$12K - $13.8K
|
2.15K
$254K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-41- 6.4% |
$3.68K - $4.23K
|
600
$70.9K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-632- 8.98% |
$59.3K - $63.8K
|
6.41K
$758K
|