Institutional Ownership Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
482,607
shares
|
$32.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
478,316
shares
|
$32.6 Million
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
304,912
shares
|
$20.8 Million
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
216,894
shares
|
$14.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
207,946
shares
|
$14.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
203,318
shares
|
$13.9 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
165,283
shares
|
$11.3 Million
5.27% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
160,729
shares
|
$11 Million
0.02% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
141,923
shares
|
$9.68 Million
0.0% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
125,018
shares
|
$8.53 Million
0.95% of portfolio
|
Q1 2023
Added 7.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
120,768
shares
|
$8.24 Million
0.0% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
117,399
shares
|
$8.01 Million
0.0% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
101,855
shares
|
$6.95 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
93,461
shares
|
$6.38 Million
0.01% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
93,330
shares
|
$6.37 Million
0.74% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
93,330
shares
|
$6.37 Million
3.89% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
88,178
shares
|
$6.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
68,446
shares
|
$4.67 Million
0.0% of portfolio
|
Q3 2025
Added 207.64%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
67,905
shares
|
$4.63 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,764
shares
|
$3.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
48,709
shares
|
$3.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
44,515
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,416
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
32,745
shares
|
$2.23 Million
0.95% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
29,617
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|