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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
9,764
shares
|
$528,037
0.03% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
9,405
shares
|
$508,622
0.45% of portfolio
|
Q4 2022
Added 80.9%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
9,057
shares
|
$489,802
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Aug 21, 2024 Q2 2024 |
8,993
shares
|
$486,341
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
8,918
shares
|
$482,285
0.36% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
8,354
shares
|
$451,784
0.01% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
7,930
shares
|
$428,854
0.0% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,782
shares
|
$420,850
0.35% of portfolio
|
Q3 2024
Added 49.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
7,581
shares
|
$409,980
0.0% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,632
shares
|
$358,658
0.0% of portfolio
|
Q3 2024
Reduced 31.96%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
6,276
shares
|
$339,406
0.18% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
6,041
shares
|
$326,697
0.04% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
5,904
shares
|
$319,288
0.19% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
5,267
shares
|
$284,839
0.01% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 13, 2024 Q2 2024 |
4,957
shares
|
$268,074
0.02% of portfolio
|
Q2 2024
Reduced 25.31%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
4,751
shares
|
$256,934
0.0% of portfolio
|
Q2 2024
Added 4.74%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
4,561
shares
|
$246,658
0.02% of portfolio
|
Q3 2024
Reduced 42.43%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
4,197
shares
|
$226,973
0.05% of portfolio
|
Q2 2024
Added 6.85%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
4,141
shares
|
$223,945
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
3,974
shares
|
$214,913
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Aug 07, 2024 Q2 2024 |
3,852
shares
|
$208,316
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
3,788
shares
|
$204,855
0.02% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
3,773
shares
|
$204,043
0.0% of portfolio
|
Q2 2024
Reduced 88.6%
|
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
2,878
shares
|
$155,642
0.02% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,656
shares
|
$143,636
0.04% of portfolio
|
Q2 2024
New holding
|