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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
16,254
shares
|
$796,446
0.0% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
14,260
shares
|
$698,740
0.0% of portfolio
|
Q3 2025
Reduced 60.58%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
13,866
shares
|
$679,434
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
13,662
shares
|
$669,438
0.27% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
13,599
shares
|
$666,351
0.38% of portfolio
|
Q3 2025
Reduced 17.62%
|
|
|
Compass Capital Management, Inc
|
Nov 13, 2025 Q3 2025 |
12,170
shares
|
$596,330
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
12,136
shares
|
$594,664
0.39% of portfolio
|
Q3 2025
Reduced 14.12%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
11,034
shares
|
$540,666
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
9,612
shares
|
$470,988
0.0% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
8,961
shares
|
$439,089
0.07% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
8,859
shares
|
$434,091
0.01% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
8,859
shares
|
$434,091
0.03% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
8,147
shares
|
$399,203
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
7,519
shares
|
$368,431
0.01% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
7,113
shares
|
$348,537
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,699
shares
|
$328,251
0.0% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
6,080
shares
|
$297,920
0.0% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
5,911
shares
|
$289,639
0.0% of portfolio
|
Q3 2025
Reduced 33.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,678
shares
|
$278,222
0.0% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,498
shares
|
$269,402
0.03% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
5,467
shares
|
$267,883
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,378
shares
|
$263,522
0.02% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
5,252
shares
|
$257,348
0.02% of portfolio
|
Q3 2025
Reduced 16.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,133
shares
|
$251,517
0.01% of portfolio
|
Q2 2025
Reduced 77.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,098
shares
|
$249,802
0.0% of portfolio
|
Q3 2025
Reduced 48.64%
|
|