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 131 institutions that hold shares in the stock, with a total of 5.55 Million shares, which have been reported (via 13F filing form) to have a value of $293 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
62,363
shares
|
$3.28 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
57,605
shares
|
$3.03 Million
0.17% of portfolio
|
Q3 2024
Added 187.75%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
57,349
shares
|
$3.01 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
51,843
shares
|
$2.72 Million
1.41% of portfolio
|
Q2 2023
Added 2.23%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
43,660
shares
|
$2.29 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
42,050
shares
|
$2.21 Million
1.02% of portfolio
|
Q3 2024
Added 25.97%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
36,759
shares
|
$1.93 Million
0.34% of portfolio
|
Q3 2024
Reduced 32.12%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
34,468
shares
|
$1.81 Million
0.8% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
32,473
shares
|
$1.71 Million
0.13% of portfolio
|
Q4 2024
Added 15.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
30,799
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,493
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,117
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Added 47.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,887
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.42%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
27,301
shares
|
$1.43 Million
0.06% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
26,827
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
26,020
shares
|
$1.37 Million
0.21% of portfolio
|
Q4 2024
Added 12.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
25,989
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
25,534
shares
|
$1.34 Million
0.9% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
25,253
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 42.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
24,088
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
22,519
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.07%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,554
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2022
Added 124.54%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
21,541
shares
|
$1.13 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.69%
|