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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
948
shares
|
$116,139
0.0% of portfolio
|
Q2 2025
Added 112.56%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
928
shares
|
$113,689
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
775
shares
|
$94,945
0.0% of portfolio
|
Q3 2025
Reduced 14.93%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
700
shares
|
$85,757
0.0% of portfolio
|
Q1 2025
Reduced 35.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
587
shares
|
$71,913
0.01% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
500
shares
|
$61,255
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
452
shares
|
$55,374
0.04% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
410
shares
|
$50,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
352
shares
|
$43,123
0.0% of portfolio
|
Q2 2024
Reduced 88.36%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
301
shares
|
$36,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
137
shares
|
$16,783
0.0% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
121
shares
|
$14,823
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
84
shares
|
$10,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
53
shares
|
$6,493
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
33
shares
|
$4,042
0.0% of portfolio
|
Q3 2025
Reduced 93.85%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5
shares
|
$612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3
shares
|
$367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1
shares
|
$122
0.0% of portfolio
|
Q3 2025
Reduced 99.03%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|