Purchases and Sales Made in Q1 2024 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q1 2024. The information is specifically focused on institutions that hold shares of JPMORGAN DIVERSIFIED RETURN US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.14K- 27.31% |
$115K - $127K
|
3.02K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.18K- 10.57% |
$120K - $133K
|
10K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.19K- 5.71% |
$120K - $133K
|
19.6K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.4K- 22.62% |
$142K - $157K
|
4.78K
$558K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.51K- 2.86% |
$153K - $169K
|
51.3K
$5.98M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.87K- 47.58% |
$189K - $209K
|
2.06K
$240K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-2.15K- 0.42% |
$218K - $241K
|
516K
$60.2M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.18K- 7.53% |
$221K - $244K
|
26.8K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-2.21K- 12.42% |
$224K - $248K
|
15.6K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.75K- 1.28% |
$278K - $308K
|
212K
$24.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.83K- 41.11% |
$388K - $429K
|
5.48K
$640K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.91K- 7.09% |
$396K - $438K
|
51.3K
$5.98M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.52K- 26.72% |
$559K - $618K
|
15.1K
$1.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.85K- 4.01% |
$795K - $880K
|
188K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.4K- 2.43% |
$851K - $941K
|
338K
$39.4M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.4KClosed |
$1.16M - $1.28M
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-11.5K- 77.49% |
$1.17M - $1.29M
|
3.34K
$390K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-20K- 6.06% |
$2.03M - $2.24M
|
310K
$36.2M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-24.5K- 4.63% |
$2.48M - $2.75M
|
505K
$58.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.2K- 91.78% |
$2.75M - $3.04M
|
2.43K
$284K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.2K- 41.8% |
$3.46M - $3.83M
|
47.6K
$5.56M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.2K- 41.8% |
$3.46M - $3.83M
|
47.6K
$5.56M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-229K- 49.22% |
$23.2M - $25.7M
|
236K
$27.6M
|