Institutional Ownership Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $270 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
299,036
shares
|
$16 Million
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
233,247
shares
|
$12.5 Million
0.06% of portfolio
|
Q4 2024
Added 76.83%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
209,823
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
193,921
shares
|
$10.4 Million
0.06% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
185,751
shares
|
$9.96 Million
3.7% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
182,365
shares
|
$9.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 56.0%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
182,264
shares
|
$9.77 Million
1.88% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
163,286
shares
|
$8.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
156,677
shares
|
$8.4 Million
0.12% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
155,028
shares
|
$8.31 Million
0.41% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
151,773
shares
|
$8.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
150,560
shares
|
$8.07 Million
1.01% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
142,248
shares
|
$7.63 Million
0.12% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
128,646
shares
|
$6.9 Million
0.22% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
125,388
shares
|
$6.72 Million
0.75% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
117,279
shares
|
$6.29 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
106,020
shares
|
$5.68 Million
0.01% of portfolio
|
Q4 2024
Added 154.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
97,760
shares
|
$5.24 Million
0.0% of portfolio
|
Q4 2024
Added 27.76%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
97,327
shares
|
$5.22 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
91,207
shares
|
$4.89 Million
0.0% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
86,796
shares
|
$4.65 Million
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
84,976
shares
|
$4.56 Million
0.01% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
73,938
shares
|
$3.96 Million
0.5% of portfolio
|
Q1 2025
Added 28.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
73,495
shares
|
$3.94 Million
0.0% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
70,210
shares
|
$3.76 Million
0.33% of portfolio
|
Q4 2024
Added 56.59%
|