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 100 institutions that hold shares in the stock, with a total of 7.94 Million shares, which have been reported (via 13F filing form) to have a value of $376 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
14,865
shares
|
$700,884
0.57% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
14,523
shares
|
$684,759
0.13% of portfolio
|
Q3 2024
Reduced 31.27%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
14,285
shares
|
$673,537
0.21% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
14,090
shares
|
$664,343
0.0% of portfolio
|
Q3 2024
Reduced 64.92%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
13,866
shares
|
$653,781
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,560
shares
|
$639,354
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
11,205
shares
|
$528,315
0.01% of portfolio
|
Q3 2024
Added 26.48%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
11,034
shares
|
$520,253
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
10,888
shares
|
$513,369
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,022
shares
|
$472,537
0.0% of portfolio
|
Q3 2024
Reduced 57.82%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
9,556
shares
|
$450,565
0.11% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
8,859
shares
|
$417,701
0.04% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
8,063
shares
|
$380,170
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
8,013
shares
|
$377,812
0.17% of portfolio
|
Q3 2024
Reduced 21.79%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,938
shares
|
$374,276
0.03% of portfolio
|
Q4 2024
Reduced 31.17%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
7,259
shares
|
$342,261
0.01% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,915
shares
|
$326,042
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
6,627
shares
|
$312,463
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,296
shares
|
$249,706
0.0% of portfolio
|
Q3 2024
Reduced 16.19%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
4,983
shares
|
$234,948
0.02% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
4,618
shares
|
$217,738
0.11% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,430
shares
|
$208,874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,932
shares
|
$138,243
0.08% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,211
shares
|
$104,248
0.0% of portfolio
|
Q2 2024
Reduced 36.9%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
1,573
shares
|
$74,166
0.01% of portfolio
|
Q3 2024
Reduced 47.64%
|