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 136 institutions that hold shares in the stock, with a total of 5.77 Million shares, which have been reported (via 13F filing form) to have a value of $304 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
|
$24.8 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 |
Feb 11, 2025 Q4 2024 |
292,524
shares
|
$15.4 Million
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
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%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
233,247
shares
|
$12.3 Million
0.06% of portfolio
|
Q4 2024
Added 76.83%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
186,947
shares
|
$9.84 Million
3.52% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
182,264
shares
|
$9.59 Million
1.88% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
179,402
shares
|
$9.44 Million
0.06% of portfolio
|
Q4 2024
Added 17.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
163,286
shares
|
$8.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
161,593
shares
|
$8.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
157,175
shares
|
$8.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
156,677
shares
|
$8.24 Million
0.12% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
155,028
shares
|
$8.16 Million
0.41% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
145,704
shares
|
$7.67 Million
0.96% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
128,646
shares
|
$6.77 Million
0.22% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
120,198
shares
|
$6.32 Million
0.23% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
106,020
shares
|
$5.58 Million
0.01% of portfolio
|
Q4 2024
Added 154.37%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
91,207
shares
|
$4.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
86,796
shares
|
$4.57 Million
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
84,976
shares
|
$4.47 Million
0.01% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
82,147
shares
|
$4.32 Million
2.28% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
76,516
shares
|
$4.03 Million
0.0% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
73,495
shares
|
$3.87 Million
0.0% of portfolio
|
Q4 2024
Added 11.1%
|