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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
936
shares
|
$99,964
0.01% of portfolio
|
Q2 2025
Reduced 41.86%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
915
shares
|
$97,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
910
shares
|
$97,188
0.0% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
858
shares
|
$91,634
0.0% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
833
shares
|
$88,964
0.01% of portfolio
|
Q3 2025
Reduced 88.09%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
757
shares
|
$80,847
0.05% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
699
shares
|
$74,653
0.0% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
470
shares
|
$50,196
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
408
shares
|
$43,574
0.0% of portfolio
|
Q3 2025
Added 29.11%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
342
shares
|
$36,525
0.0% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
304
shares
|
$32,467
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
286
shares
|
$30,544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
234
shares
|
$24,991
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
229
shares
|
$24,457
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
174
shares
|
$18,583
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
136
shares
|
$14,524
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
126
shares
|
$13,456
0.0% of portfolio
|
Q3 2025
Reduced 25.44%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
114
shares
|
$12,175
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
96
shares
|
$10,252
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
82
shares
|
$8,757
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
59
shares
|
$6,301
0.0% of portfolio
|
Q4 2023
Added 2850.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
27
shares
|
$2,883
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
25
shares
|
$2,670
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
21
shares
|
$2,242
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
8
shares
|
$854
0.0% of portfolio
|
Q3 2025
Reduced 38.46%
|
|