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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
8,930
shares
|
$505,616
0.2% of portfolio
|
Q4 2024
Added 44.1%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,758
shares
|
$495,877
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,745
shares
|
$495,141
0.0% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
7,946
shares
|
$449,902
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
7,839
shares
|
$443,844
0.05% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
7,696
shares
|
$435,747
0.22% of portfolio
|
Q4 2024
Reduced 32.94%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
7,555
shares
|
$427,764
0.23% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,352
shares
|
$416,270
0.0% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,129
shares
|
$403,643
0.0% of portfolio
|
Q2 2024
Added 35.95%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Feb 13, 2025 Q4 2024 |
7,076
shares
|
$400,643
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
6,834
shares
|
$386,941
0.23% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
6,252
shares
|
$353,988
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
5,815
shares
|
$329,245
0.01% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,806
shares
|
$328,735
0.0% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
5,605
shares
|
$317,355
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
5,522
shares
|
$312,655
0.14% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,071
shares
|
$287,120
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,977
shares
|
$281,797
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,882
shares
|
$276,418
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
4,798
shares
|
$271,662
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,697
shares
|
$265,944
0.01% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
4,280
shares
|
$242,333
0.12% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
4,155
shares
|
$235,256
0.01% of portfolio
|
Q4 2024
Reduced 48.84%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4,117
shares
|
$233,104
0.0% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,088
shares
|
$231,462
0.11% of portfolio
|
Q1 2023
Reduced 2.06%
|