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 112 institutions that hold shares in the stock, with a total of 9.88 Million shares, which have been reported (via 13F filing form) to have a value of $413 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,395,139
shares
|
$58.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
1,237,906
shares
|
$51.7 Million
5.08% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
780,718
shares
|
$32.6 Million
0.05% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
645,954
shares
|
$27 Million
0.01% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
564,297
shares
|
$23.6 Million
0.02% of portfolio
|
Q3 2024
Added 1239.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
549,113
shares
|
$23 Million
0.0% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
451,851
shares
|
$18.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
449,072
shares
|
$18.8 Million
3.49% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
281,574
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
242,632
shares
|
$10.1 Million
1.55% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
195,428
shares
|
$8.17 Million
0.01% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
182,293
shares
|
$7.62 Million
0.61% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
177,479
shares
|
$7.42 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
163,753
shares
|
$6.84 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
159,518
shares
|
$6.67 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
149,682
shares
|
$6.26 Million
0.01% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
143,175
shares
|
$5.98 Million
5.28% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
140,620
shares
|
$5.88 Million
0.45% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
134,900
shares
|
$5.64 Million
1.59% of portfolio
|
Q1 2023
Added 116.42%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
132,558
shares
|
$5.54 Million
3.67% of portfolio
|
Q1 2025
Added 23.67%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
126,946
shares
|
$5.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
124,924
shares
|
$5.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.79%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
106,947
shares
|
$4.47 Million
4.01% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
100,610
shares
|
$4.21 Million
0.03% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
85,899
shares
|
$3.59 Million
0.08% of portfolio
|
Q1 2025
Added 60.51%
|