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 128 institutions that hold shares in the stock, with a total of 5.39 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
18,881
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2025
Added 10.35%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
18,551
shares
|
$1.13 Million
0.49% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,432
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,787
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
16,125
shares
|
$981,690
0.0% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
15,744
shares
|
$958,494
0.0% of portfolio
|
Q4 2025
Added 8.44%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,060
shares
|
$916,852
0.07% of portfolio
|
Q4 2022
Added 63.36%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,955
shares
|
$910,460
0.01% of portfolio
|
Q2 2022
Reduced 24.68%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
14,896
shares
|
$906,868
0.03% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
14,545
shares
|
$885,499
0.72% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
14,186
shares
|
$863,643
0.25% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
12,340
shares
|
$751,259
0.28% of portfolio
|
Q3 2023
Reduced 48.28%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
12,255
shares
|
$746,084
0.32% of portfolio
|
Q3 2025
Added 43.57%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
11,883
shares
|
$723,437
0.27% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jan 23, 2026 Q4 2025 |
11,153
shares
|
$678,994
0.17% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
10,280
shares
|
$625,846
0.06% of portfolio
|
Q4 2025
Reduced 83.53%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
10,174
shares
|
$619,393
0.23% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
9,984
shares
|
$607,825
0.09% of portfolio
|
Q4 2025
Reduced 17.28%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,727
shares
|
$592,179
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
9,405
shares
|
$572,576
0.45% of portfolio
|
Q4 2022
Added 80.9%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
9,374
shares
|
$570,689
0.06% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
9,068
shares
|
$552,059
0.0% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
8,842
shares
|
$538,300
0.05% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,790
shares
|
$535,135
0.0% of portfolio
|
Q3 2025
Added 101.28%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,161
shares
|
$496,841
0.27% of portfolio
|
Q3 2025
Added 1.3%
|
|