Institutional Ownership Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 5.31 Million shares, which have been reported (via 13F filing form) to have a value of $280 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
470,652
shares
|
$24.7 Million
0.38% of portfolio
|
Q4 2024
Reduced 91.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
414,420
shares
|
$21.8 Million
0.0% of portfolio
|
Q3 2024
Added 23.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
290,536
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
239,397
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
186,947
shares
|
$9.83 Million
3.52% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
173,283
shares
|
$9.11 Million
1.99% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
169,724
shares
|
$8.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
167,922
shares
|
$8.83 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
163,570
shares
|
$8.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
155,892
shares
|
$8.19 Million
0.13% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
154,577
shares
|
$8.12 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
153,095
shares
|
$8.05 Million
0.06% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
145,704
shares
|
$7.66 Million
0.96% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
131,901
shares
|
$6.93 Million
0.17% of portfolio
|
Q3 2024
Added 50.11%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
128,646
shares
|
$6.76 Million
0.22% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
116,574
shares
|
$6.13 Million
0.24% of portfolio
|
Q3 2024
Added 52.05%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
103,650
shares
|
$5.45 Million
0.63% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
98,494
shares
|
$5.18 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
85,621
shares
|
$4.5 Million
0.0% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
82,147
shares
|
$4.32 Million
2.28% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
79,157
shares
|
$4.16 Million
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
76,516
shares
|
$4.02 Million
0.0% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
70,210
shares
|
$3.69 Million
0.33% of portfolio
|
Q4 2024
Added 56.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
66,154
shares
|
$3.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
60,332
shares
|
$3.17 Million
0.29% of portfolio
|
Q3 2024
Added 1.34%
|