Institutional Ownership J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 9.05 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
1,240,196
shares
|
$60.8 Million
4.84% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
861,259
shares
|
$42.2 Million
0.01% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
780,718
shares
|
$38.3 Million
0.05% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
768,099
shares
|
$37.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
577,634
shares
|
$28.3 Million
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
564,297
shares
|
$27.7 Million
0.02% of portfolio
|
Q3 2024
Added 1239.45%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
320,994
shares
|
$15.7 Million
4.61% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
301,851
shares
|
$14.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
263,208
shares
|
$12.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
236,319
shares
|
$11.6 Million
1.43% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
196,437
shares
|
$9.63 Million
0.0% of portfolio
|
Q3 2025
Added 61.59%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
193,075
shares
|
$9.46 Million
0.33% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
192,642
shares
|
$9.44 Million
0.01% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
185,256
shares
|
$9.08 Million
0.62% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
156,919
shares
|
$7.69 Million
0.12% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
153,875
shares
|
$7.54 Million
5.36% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
134,900
shares
|
$6.61 Million
1.59% of portfolio
|
Q1 2023
Added 116.42%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
133,546
shares
|
$6.54 Million
3.71% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
112,303
shares
|
$5.5 Million
4.02% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
108,088
shares
|
$5.3 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
108,057
shares
|
$5.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
95,367
shares
|
$4.67 Million
0.7% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
91,231
shares
|
$4.47 Million
0.0% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
83,355
shares
|
$4.08 Million
0.07% of portfolio
|
Q3 2025
Reduced 20.54%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
71,496
shares
|
$3.5 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.68%
|
|