Purchases and Sales Made in Q3 2025 in Jpmorgan Diversified Return Us (JPUS)
This table provides information about the institutional ownership of Jpmorgan Diversified Return Us (JPUS) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2K+ 599.66% |
$1.43M - $1.52M
|
14.2K
$1.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11K+ 40.35% |
$1.29M - $1.37M
|
38.2K
$4.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.84K+ 55.69% |
$1.16M - $1.23M
|
27.5K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.49K+ 3.19% |
$999K - $1.06M
|
274K
$33.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.84K+ 3.21% |
$806K - $856K
|
220K
$27M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.33K+ 11.02% |
$745K - $791K
|
63.7K
$7.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.31K+ 9.17% |
$507K - $538K
|
51.3K
$6.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3.02KNew |
$355K - $378K
|
3.02K
$370K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75K+ 31.36% |
$324K - $344K
|
11.5K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.88KNew |
$222K - $235K
|
1.88K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.85K+ 14.64% |
$218K - $231K
|
14.5K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.66KNew |
$195K - $208K
|
1.66K
$203K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.64K+ 1.94% |
$193K - $205K
|
86.4K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.63KNew |
$192K - $204K
|
1.63K
$200K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
928New |
$109K - $116K
|
928
$114K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
886+ 7.57% |
$104K - $111K
|
12.6K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
843+ 1.85% |
$99.2K - $105K
|
46.5K
$5.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
649+ 13.3% |
$76.4K - $81.1K
|
5.53K
$677K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
631+ 2.85% |
$74.3K - $78.9K
|
22.8K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
608+ 6.06% |
$71.6K - $76K
|
10.6K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
390+ 13.48% |
$45.9K - $48.8K
|
3.28K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
301New |
$35.4K - $37.6K
|
301
$36.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
220+ 1.08% |
$25.9K - $27.5K
|
20.6K
$2.53M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
208+ 5.89% |
$24.5K - $26K
|
3.74K
$458K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
189+ 0.46% |
$22.2K - $23.6K
|
41.3K
$5.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
174+ 6.6% |
$20.5K - $21.8K
|
2.81K
$344K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
139+ 9.32% |
$16.4K - $17.4K
|
1.63K
$200K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
105+ 2.32% |
$12.4K - $13.1K
|
4.64K
$568K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53New |
$6.24K - $6.63K
|
53
$6.49K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10+ 0.43% |
$1.18K - $1.25K
|
2.33K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
9+ 0.26% |
$1.06K - $1.13K
|
3.44K
$422K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5New |
$589 - $625
|
5
$613
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 0.24% |
$353 - $375
|
1.25K
$154K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 9.27% |
$1.65K - $1.75K
|
137
$16.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-17- 0.47% |
$2K - $2.13K
|
3.58K
$438K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-18- 2.98% |
$2.12K - $2.25K
|
587
$71.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-19- 0.42% |
$2.24K - $2.38K
|
4.52K
$554K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19- 0.52% |
$2.24K - $2.38K
|
3.63K
$445K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-21- 0.77% |
$2.47K - $2.63K
|
2.71K
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-24- 0.49% |
$2.83K - $3K
|
4.84K
$593K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-28- 2.81% |
$3.3K - $3.5K
|
967
$118K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-102- 99.03% |
$12K - $12.8K
|
1
$123
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-136- 14.93% |
$16K - $17K
|
775
$94.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-150- 4.64% |
$17.7K - $18.8K
|
3.09K
$378K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-170- 2.6% |
$20K - $21.3K
|
6.38K
$782K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-213- 1.96% |
$25.1K - $26.6K
|
10.7K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-243- 10.13% |
$28.6K - $30.4K
|
2.16K
$264K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-264- 8.23% |
$31.1K - $33K
|
2.95K
$361K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-320- 3.79% |
$37.7K - $40K
|
8.13K
$996K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-334- 3.59% |
$39.3K - $41.8K
|
8.97K
$1.1M
|
|