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 128 institutions that hold shares in the stock, with a total of 5.39 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
396,855
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2025
Added 25.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
323,089
shares
|
$19.7 Million
0.0% of portfolio
|
Q3 2025
Added 52.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
252,033
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
232,397
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2025
Added 1203.92%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
211,192
shares
|
$12.9 Million
0.07% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
193,380
shares
|
$11.8 Million
3.7% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
183,341
shares
|
$11.2 Million
1.83% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
179,244
shares
|
$10.9 Million
0.14% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
159,191
shares
|
$9.69 Million
1.09% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
144,802
shares
|
$8.82 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
138,662
shares
|
$8.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
138,096
shares
|
$8.41 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
137,618
shares
|
$8.38 Million
0.98% of portfolio
|
Q4 2025
Added 5.5%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
131,773
shares
|
$8.02 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
131,424
shares
|
$8 Million
2.34% of portfolio
|
Q4 2025
Added 33.92%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
128,646
shares
|
$7.83 Million
0.22% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
124,688
shares
|
$7.59 Million
0.21% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
103,228
shares
|
$6.28 Million
0.15% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
98,231
shares
|
$5.98 Million
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
95,373
shares
|
$5.81 Million
0.01% of portfolio
|
Q3 2025
Added 61.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
90,523
shares
|
$5.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
89,369
shares
|
$5.44 Million
0.0% of portfolio
|
Q3 2025
Added 104.16%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
87,740
shares
|
$5.34 Million
0.01% of portfolio
|
Q2 2025
Added 1848.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
79,236
shares
|
$4.82 Million
0.0% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
77,281
shares
|
$4.7 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|