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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,654
shares
|
$100,695
0.01% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,623
shares
|
$98,808
0.01% of portfolio
|
Q1 2025
Added 106.23%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,495
shares
|
$91,015
0.07% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
900
shares
|
$54,792
0.03% of portfolio
|
Q2 2024
Reduced 42.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
651
shares
|
$39,632
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
552
shares
|
$33,605
0.0% of portfolio
|
Q3 2025
Reduced 25.41%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
543
shares
|
$33,057
0.01% of portfolio
|
Q3 2025
Reduced 20.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
350
shares
|
$21,308
0.0% of portfolio
|
Q4 2024
Reduced 68.78%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
278
shares
|
$16,924
0.0% of portfolio
|
Q2 2025
Reduced 83.87%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
278
shares
|
$16,924
0.0% of portfolio
|
Q1 2025
Reduced 89.53%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
277
shares
|
$16,863
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
247
shares
|
$15,037
0.0% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
234
shares
|
$14,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
227
shares
|
$13,819
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
186
shares
|
$11,323
0.0% of portfolio
|
Q3 2025
Reduced 31.62%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
175
shares
|
$10,654
0.01% of portfolio
|
Q1 2024
Added 28.68%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
155
shares
|
$9,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
140
shares
|
$8,523
0.0% of portfolio
|
Q3 2025
Added 211.11%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
117
shares
|
$7,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
105
shares
|
$6,392
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$6,088
0.0% of portfolio
|
Q3 2025
Reduced 39.39%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$6,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
63
shares
|
$3,835
0.0% of portfolio
|
Q2 2025
Reduced 74.18%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
37
shares
|
$2,252
0.0% of portfolio
|
Q3 2023
Added 2.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
22
shares
|
$1,339
0.0% of portfolio
|
Q3 2025
New holding
|
|