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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,468
shares
|
$69,216
0.0% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,263
shares
|
$59,550
0.01% of portfolio
|
Q3 2024
Added 50.18%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
805
shares
|
$37,955
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
421
shares
|
$19,850
0.0% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
406
shares
|
$19,142
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
400
shares
|
$18,860
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
368
shares
|
$17,351
0.0% of portfolio
|
Q1 2024
Added 46.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
282
shares
|
$13,296
0.0% of portfolio
|
Q2 2024
Added 403.57%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
273
shares
|
$12,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
227
shares
|
$10,703
0.01% of portfolio
|
Q4 2024
Added 80.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
191
shares
|
$9,005
0.0% of portfolio
|
Q2 2024
Reduced 55.58%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
80
shares
|
$3,772
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70
shares
|
$3,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
65
shares
|
$3,064
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
54
shares
|
$2,546
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
51
shares
|
$2,404
0.0% of portfolio
|
Q1 2024
Added 4.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
43
shares
|
$2,027
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$1,886
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
32
shares
|
$1,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6
shares
|
$282
0.0% of portfolio
|
Q1 2024
Reduced 62.5%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
3
shares
|
$141
0.0% of portfolio
|
Q3 2024
Reduced 99.13%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|