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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
4,426
shares
|
$472,696
0.03% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,420
shares
|
$472,056
0.01% of portfolio
|
Q2 2022
Reduced 29.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,211
shares
|
$449,734
0.0% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
4,150
shares
|
$443,220
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,101
shares
|
$437,986
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
3,909
shares
|
$417,481
0.13% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,589
shares
|
$383,305
0.01% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Compass Capital Management, Inc
|
Nov 13, 2025 Q3 2025 |
3,370
shares
|
$359,916
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,054
shares
|
$326,167
0.01% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,835
shares
|
$302,778
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,725
shares
|
$291,030
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
2,699
shares
|
$288,253
0.0% of portfolio
|
Q3 2025
Reduced 73.94%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,672
shares
|
$285,369
0.0% of portfolio
|
Q3 2025
Reduced 75.59%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
2,531
shares
|
$270,310
0.01% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,495
shares
|
$266,466
0.01% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
2,443
shares
|
$260,912
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,119
shares
|
$226,309
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
2,113
shares
|
$225,668
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
2,046
shares
|
$218,512
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,039
shares
|
$217,765
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,028
shares
|
$216,590
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,654
shares
|
$176,647
0.12% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,533
shares
|
$163,724
0.0% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,165
shares
|
$124,422
0.01% of portfolio
|
Q3 2025
Added 119.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
956
shares
|
$102,100
0.0% of portfolio
|
Q3 2025
Reduced 12.69%
|
|