Institutional Ownership Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $252 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
15,192
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 24.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,685
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
13,163
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
12,104
shares
|
$1.29 Million
0.52% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
12,098
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
11,022
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
10,693
shares
|
$1.14 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
10,537
shares
|
$1.13 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,871
shares
|
$1.05 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
9,521
shares
|
$1.02 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
9,405
shares
|
$1 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
8,830
shares
|
$943,044
0.0% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
8,191
shares
|
$874,798
0.01% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
7,560
shares
|
$807,408
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
7,525
shares
|
$803,670
0.0% of portfolio
|
Q3 2025
Reduced 58.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,186
shares
|
$767,464
0.0% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,938
shares
|
$740,978
0.02% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
6,518
shares
|
$696,122
0.28% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
6,280
shares
|
$670,704
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
6,204
shares
|
$662,587
0.12% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,837
shares
|
$623,391
0.01% of portfolio
|
Q3 2022
Added 72.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,442
shares
|
$581,205
0.0% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
5,229
shares
|
$558,457
0.08% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
4,889
shares
|
$522,145
0.03% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
4,455
shares
|
$475,794
0.01% of portfolio
|
Q3 2025
Reduced 12.65%
|
|