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 |
|---|---|---|---|---|---|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
3,991
shares
|
$210,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,656
shares
|
$139,971
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,495
shares
|
$131,486
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,345
shares
|
$123,581
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,344
shares
|
$123,528
0.02% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,901
shares
|
$100,182
0.01% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,723
shares
|
$90,802
0.02% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,619
shares
|
$85,321
0.01% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,539
shares
|
$81,105
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,495
shares
|
$78,786
0.07% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,212
shares
|
$63,872
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,181
shares
|
$62,238
0.0% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,031
shares
|
$54,333
0.0% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
953
shares
|
$50,223
0.0% of portfolio
|
Q4 2024
Reduced 20.52%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
900
shares
|
$47,430
0.03% of portfolio
|
Q2 2024
Reduced 42.97%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
787
shares
|
$41,474
0.0% of portfolio
|
Q4 2023
Reduced 36.99%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
705
shares
|
$37,153
0.01% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
700
shares
|
$36,890
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
419
shares
|
$22,081
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
350
shares
|
$18,445
0.0% of portfolio
|
Q4 2024
Reduced 68.78%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
323
shares
|
$17,022
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$15,810
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
269
shares
|
$14,176
0.0% of portfolio
|
Q4 2024
Reduced 42.15%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
244
shares
|
$12,858
0.0% of portfolio
|
Q4 2024
Added 154.17%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
234
shares
|
$12,331
0.0% of portfolio
|
Q4 2024
New holding
|