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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
9,802
shares
|
$516,565
0.02% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,793
shares
|
$516,091
0.02% of portfolio
|
Q4 2024
Added 41.89%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
9,405
shares
|
$495,643
0.45% of portfolio
|
Q4 2022
Added 80.9%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
9,057
shares
|
$477,303
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
7,973
shares
|
$420,177
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
7,877
shares
|
$415,117
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,840
shares
|
$413,168
0.0% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
7,791
shares
|
$410,585
0.31% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,782
shares
|
$410,111
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
7,558
shares
|
$398,306
0.26% of portfolio
|
Q4 2024
Reduced 15.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,443
shares
|
$392,246
0.01% of portfolio
|
Q3 2024
Reduced 36.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,910
shares
|
$364,157
0.01% of portfolio
|
Q4 2024
Reduced 30.45%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
6,714
shares
|
$353,827
0.04% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
6,512
shares
|
$343,182
0.04% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,318
shares
|
$332,958
0.0% of portfolio
|
Q4 2024
Reduced 59.31%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
5,979
shares
|
$315,093
0.16% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
5,341
shares
|
$281,470
0.16% of portfolio
|
Q4 2024
Reduced 9.54%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
5,156
shares
|
$271,721
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
5,059
shares
|
$266,609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,051
shares
|
$266,187
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
5,021
shares
|
$264,606
0.0% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
4,763
shares
|
$251,010
0.02% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,657
shares
|
$245,423
0.05% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,251
shares
|
$224,027
0.0% of portfolio
|
Q4 2024
Reduced 36.32%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
4,121
shares
|
$217,176
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|