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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
4,002
shares
|
$273,096
0.13% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
3,930
shares
|
$268,183
0.01% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3,835
shares
|
$261,700
0.0% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
3,815
shares
|
$260,335
0.14% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
3,564
shares
|
$243,207
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
3,325
shares
|
$226,897
0.05% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,323
shares
|
$226,761
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,322
shares
|
$226,693
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
3,170
shares
|
$216,320
0.04% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,052
shares
|
$208,268
0.0% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,126
shares
|
$145,078
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,639
shares
|
$111,845
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,529
shares
|
$104,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,185
shares
|
$80,864
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,103
shares
|
$75,268
0.0% of portfolio
|
Q3 2025
Added 20.94%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
900
shares
|
$61,415
0.01% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
732
shares
|
$49,951
0.0% of portfolio
|
Q3 2025
Added 31.89%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
681
shares
|
$46,471
0.0% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
531
shares
|
$36,235
0.0% of portfolio
|
Q3 2025
Reduced 37.01%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
442
shares
|
$30,162
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
417
shares
|
$28,456
0.0% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
400
shares
|
$27,295
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
365
shares
|
$24,907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
351
shares
|
$23,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
335
shares
|
$22,860
0.0% of portfolio
|
Q3 2025
New holding
|
|