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 115 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 |
|---|---|---|---|---|---|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
28,889
shares
|
$1.97 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
26,281
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
22,660
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 33.45%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
21,757
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
21,476
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
20,953
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2022
Reduced 1.06%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,868
shares
|
$1.42 Million
0.32% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
20,048
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
18,326
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,229
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 133.93%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
16,214
shares
|
$1.11 Million
0.45% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
15,758
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
14,404
shares
|
$982,928
0.03% of portfolio
|
Q3 2025
Added 35.52%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
13,908
shares
|
$949,081
0.08% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
13,734
shares
|
$937,208
0.46% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
12,950
shares
|
$883,707
0.06% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
12,894
shares
|
$879,886
0.03% of portfolio
|
Q3 2025
Reduced 27.84%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
10,757
shares
|
$734,057
0.25% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
10,679
shares
|
$728,734
0.0% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
10,546
shares
|
$719,659
0.0% of portfolio
|
Q3 2025
Reduced 13.82%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
10,280
shares
|
$701,507
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
10,083
shares
|
$688,063
0.08% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
9,890
shares
|
$674,893
0.0% of portfolio
|
Q3 2025
Added 80.08%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
9,716
shares
|
$663,019
0.29% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
9,662
shares
|
$659,334
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|