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 88 institutions that hold shares in the stock, with a total of 2.98 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
985
shares
|
$116,791
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
454
shares
|
$53,830
0.0% of portfolio
|
Q2 2024
Added 112.15%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
452
shares
|
$53,593
0.04% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
410
shares
|
$48,613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
352
shares
|
$41,736
0.0% of portfolio
|
Q2 2024
Reduced 88.36%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
275
shares
|
$32,606
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
172
shares
|
$20,394
0.0% of portfolio
|
Q2 2024
Reduced 98.49%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
100
shares
|
$11,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
84
shares
|
$9,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
64
shares
|
$7,588
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
39
shares
|
$4,624
0.0% of portfolio
|
Q3 2024
Reduced 26.42%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1
shares
|
$118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|