Institutional Ownership Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 4.18 Million shares, which have been reported (via 13F filing form) to have a value of $238 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
582,807
shares
|
$33 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
569,615
shares
|
$32.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
309,110
shares
|
$17.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
239,479
shares
|
$13.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
231,717
shares
|
$13.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 44.66%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
156,890
shares
|
$8.88 Million
0.02% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
153,283
shares
|
$8.68 Million
4.57% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
143,759
shares
|
$8.14 Million
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
125,018
shares
|
$7.08 Million
0.95% of portfolio
|
Q1 2023
Added 7.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
115,073
shares
|
$6.52 Million
0.0% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
108,816
shares
|
$6.16 Million
0.0% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
101,855
shares
|
$5.77 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.78%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
99,390
shares
|
$5.63 Million
1.12% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
96,024
shares
|
$5.44 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
93,330
shares
|
$5.28 Million
0.6% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
93,330
shares
|
$5.28 Million
3.89% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
76,418
shares
|
$4.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
54,275
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Added 806.24%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
53,621
shares
|
$3.04 Million
0.02% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,764
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
39,616
shares
|
$2.24 Million
0.01% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,416
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
36,300
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
32,621
shares
|
$1.85 Million
0.06% of portfolio
|
Q4 2024
Reduced 17.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
28,690
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.73%
|