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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
28,574
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
28,435
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,071
shares
|
$1.25 Million
0.37% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
20,953
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2022
Reduced 1.06%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
19,370
shares
|
$1.1 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
18,815
shares
|
$1.07 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
18,591
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
17,596
shares
|
$996,285
0.09% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
16,383
shares
|
$927,605
0.0% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
15,278
shares
|
$865,040
0.11% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
14,856
shares
|
$841,146
0.0% of portfolio
|
Q4 2024
Added 168.45%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
14,753
shares
|
$835,314
0.03% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
12,820
shares
|
$725,868
0.17% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
12,450
shares
|
$704,919
0.02% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,326
shares
|
$697,898
0.0% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
11,900
shares
|
$673,778
0.0% of portfolio
|
Q4 2024
Reduced 20.74%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
10,746
shares
|
$608,438
0.05% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
10,588
shares
|
$599,492
0.0% of portfolio
|
Q4 2024
Added 144.58%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
10,399
shares
|
$588,791
0.5% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
10,277
shares
|
$581,883
0.0% of portfolio
|
Q4 2024
Added 124.83%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
10,130
shares
|
$573,560
0.01% of portfolio
|
Q4 2024
Reduced 47.02%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
9,773
shares
|
$553,347
0.31% of portfolio
|
Q2 2024
Reduced 12.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
9,305
shares
|
$526,849
0.0% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
9,231
shares
|
$522,659
0.05% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
9,116
shares
|
$516,147
0.07% of portfolio
|
Q4 2024
Reduced 14.59%
|