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 7.57 Million shares, which have been reported (via 13F filing form) to have a value of $412 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
2,673,533
shares
|
$145 Million
0.14% of portfolio
|
Q3 2024
Added 1591288.75%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
495,640
shares
|
$27 Million
0.97% of portfolio
|
Q2 2024
Added 980.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
336,300
shares
|
$18.3 Million
0.0% of portfolio
|
Q2 2024
Added 3.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
272,300
shares
|
$14.8 Million
0.01% of portfolio
|
Q2 2024
Added 5.5%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
235,115
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2024
Added 54.9%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
187,333
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
|
Sam Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
174,267
shares
|
$9.48 Million
3.47% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
172,327
shares
|
$9.37 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
161,611
shares
|
$8.79 Million
0.45% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
American Money Management, LLC
|
Aug 13, 2024 Q2 2024 |
161,510
shares
|
$8.78 Million
1.87% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
154,873
shares
|
$8.42 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
141,673
shares
|
$7.71 Million
0.06% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
140,253
shares
|
$7.63 Million
0.99% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
128,646
shares
|
$7 Million
0.22% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Rhs Financial, LLC
|
Jul 16, 2024 Q2 2024 |
109,641
shares
|
$5.96 Million
3.72% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
96,968
shares
|
$5.27 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
87,867
shares
|
$4.78 Million
0.14% of portfolio
|
Q2 2024
Added 44.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
79,157
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
76,669
shares
|
$4.17 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
74,069
shares
|
$4.03 Million
0.12% of portfolio
|
Q2 2024
Added 3.66%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
73,692
shares
|
$4.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
71,178
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
70,585
shares
|
$3.84 Million
0.0% of portfolio
|
Q2 2024
Added 59.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
70,194
shares
|
$3.82 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.76%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
59,536
shares
|
$3.24 Million
0.3% of portfolio
|
Q2 2024
Reduced 1.9%
|