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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,672
shares
|
$467,071
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
7,605
shares
|
$462,992
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,443
shares
|
$453,129
0.01% of portfolio
|
Q3 2024
Reduced 36.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
6,907
shares
|
$420,498
0.0% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
6,493
shares
|
$395,293
0.01% of portfolio
|
Q3 2025
Reduced 19.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,357
shares
|
$387,014
0.0% of portfolio
|
Q3 2025
Reduced 20.89%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
5,743
shares
|
$349,633
0.07% of portfolio
|
Q3 2025
Reduced 62.37%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
5,695
shares
|
$346,711
0.15% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,368
shares
|
$326,803
0.0% of portfolio
|
Q3 2025
Reduced 22.66%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
5,029
shares
|
$306,165
0.05% of portfolio
|
Q2 2025
Reduced 71.18%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
4,701
shares
|
$286,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
4,627
shares
|
$281,691
0.04% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,585
shares
|
$279,134
0.03% of portfolio
|
Q3 2025
Reduced 21.8%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
4,427
shares
|
$269,515
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
4,341
shares
|
$264,280
0.08% of portfolio
|
Q2 2025
Reduced 63.73%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
4,235
shares
|
$257,826
0.06% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,093
shares
|
$249,181
0.01% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
3,952
shares
|
$240,597
0.12% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
3,779
shares
|
$230,065
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
3,440
shares
|
$209,427
0.02% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,164
shares
|
$192,624
0.0% of portfolio
|
Q3 2025
Reduced 26.98%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
2,655
shares
|
$161,636
0.05% of portfolio
|
Q2 2025
Reduced 77.97%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,391
shares
|
$145,564
0.13% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,345
shares
|
$142,763
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,016
shares
|
$122,734
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|