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 5.39 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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
69,188
shares
|
$4.21 Million
0.3% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
65,621
shares
|
$4 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
63,762
shares
|
$3.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 76.75%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
62,422
shares
|
$3.8 Million
0.33% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
58,621
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.85%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
56,871
shares
|
$3.46 Million
1.81% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
56,012
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 38.79%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 03, 2025 Q3 2025 |
54,047
shares
|
$3.29 Million
1.22% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
51,843
shares
|
$3.16 Million
1.41% of portfolio
|
Q2 2023
Added 2.23%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
46,445
shares
|
$2.83 Million
0.17% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
44,651
shares
|
$2.72 Million
0.05% of portfolio
|
Q3 2025
Added 24.76%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
37,092
shares
|
$2.26 Million
0.85% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
36,564
shares
|
$2.23 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
35,636
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
34,927
shares
|
$2.13 Million
0.63% of portfolio
|
Q3 2025
Added 118.44%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
32,873
shares
|
$2 Million
0.6% of portfolio
|
Q1 2025
Reduced 21.82%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
32,039
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
30,542
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,493
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.73%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
29,346
shares
|
$1.79 Million
1.14% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
27,107
shares
|
$1.65 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
25,356
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
24,949
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
24,333
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,554
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2022
Added 124.54%
|
|