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 136 institutions that hold shares in the stock, with a total of 5.49 Million shares, which have been reported (via 13F filing form) to have a value of $289 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
70,210
shares
|
$3.7 Million
0.33% of portfolio
|
Q4 2024
Added 56.59%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
62,363
shares
|
$3.29 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
59,852
shares
|
$3.15 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
57,349
shares
|
$3.02 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
57,248
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
Added 91.55%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Feb 13, 2025 Q4 2024 |
55,848
shares
|
$2.94 Million
1.13% of portfolio
|
Q4 2024
Added 27.92%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
51,843
shares
|
$2.73 Million
1.41% of portfolio
|
Q2 2023
Added 2.23%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
43,145
shares
|
$2.27 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
42,050
shares
|
$2.22 Million
0.94% of portfolio
|
Q3 2024
Added 25.97%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
34,468
shares
|
$1.82 Million
0.8% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
32,473
shares
|
$1.71 Million
0.13% of portfolio
|
Q4 2024
Added 15.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
30,799
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,493
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
30,011
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
28,632
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
27,888
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
27,301
shares
|
$1.44 Million
0.06% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
27,107
shares
|
$1.43 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
26,954
shares
|
$1.42 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
26,020
shares
|
$1.37 Million
0.21% of portfolio
|
Q4 2024
Added 12.78%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
25,534
shares
|
$1.35 Million
0.9% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
25,253
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 42.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
24,116
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
23,912
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,554
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2022
Added 124.54%
|