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 94 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
14,495
shares
|
$1.78 Million
0.62% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,203
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 599.66%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,112
shares
|
$1.73 Million
0.02% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
12,591
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
11,523
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
Added 31.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,165
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
10,674
shares
|
$1.31 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,636
shares
|
$1.3 Million
0.3% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
8,966
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
8,134
shares
|
$996,496
0.78% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
7,264
shares
|
$889,912
0.64% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 03, 2025 Q3 2025 |
6,567
shares
|
$804,523
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,390
shares
|
$782,838
0.19% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
6,381
shares
|
$781,736
0.0% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
6,232
shares
|
$763,482
0.0% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
5,527
shares
|
$677,112
0.14% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
4,839
shares
|
$592,825
0.16% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
4,640
shares
|
$568,446
0.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
4,521
shares
|
$553,867
0.27% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
4,153
shares
|
$508,784
0.29% of portfolio
|
Q3 2025
Reduced 21.86%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
4,077
shares
|
$499,473
0.02% of portfolio
|
Q1 2024
Reduced 15.97%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
3,969
shares
|
$486,242
0.16% of portfolio
|
Q3 2025
Reduced 15.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,875
shares
|
$474,726
0.0% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,742
shares
|
$458,432
0.0% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
3,629
shares
|
$444,588
0.03% of portfolio
|
Q3 2025
Reduced 0.52%
|
|