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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,672
shares
|
$467,071
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
7,605
shares
|
$462,992
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,443
shares
|
$453,129
0.01% of portfolio
|
Q3 2024
Reduced 36.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
6,907
shares
|
$420,498
0.0% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
6,571
shares
|
$400,042
0.01% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,357
shares
|
$387,014
0.0% of portfolio
|
Q3 2025
Reduced 20.89%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
5,780
shares
|
$351,886
0.14% of portfolio
|
Q4 2025
Added 1.49%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
5,528
shares
|
$336,544
0.07% of portfolio
|
Q4 2025
Reduced 3.74%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,368
shares
|
$326,803
0.0% of portfolio
|
Q3 2025
Reduced 22.66%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
5,029
shares
|
$306,165
0.05% of portfolio
|
Q2 2025
Reduced 71.18%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
4,701
shares
|
$286,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
4,627
shares
|
$281,691
0.04% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,585
shares
|
$279,134
0.03% of portfolio
|
Q3 2025
Reduced 21.8%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
4,427
shares
|
$269,515
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
4,341
shares
|
$264,280
0.08% of portfolio
|
Q2 2025
Reduced 63.73%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
4,235
shares
|
$257,826
0.06% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,093
shares
|
$249,181
0.01% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
3,952
shares
|
$240,597
0.12% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
3,779
shares
|
$230,065
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
3,440
shares
|
$209,427
0.02% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
3,413
shares
|
$207,783
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,164
shares
|
$192,624
0.0% of portfolio
|
Q3 2025
Reduced 26.98%
|
|
|
Lom Asset Management LTD
Hamilton, |
Jan 23, 2026 Q4 2025 |
3,055
shares
|
$185,988
0.06% of portfolio
|
Q4 2025
Added 15.07%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,391
shares
|
$145,564
0.13% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,345
shares
|
$142,763
0.0% of portfolio
|
Q2 2024
New holding
|
|