Institutional Ownership Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 2.82 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
681,097
shares
|
$71.3 Million
0.17% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
293,525
shares
|
$30.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
290,925
shares
|
$30.5 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
212,244
shares
|
$22.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
171,945
shares
|
$18 Million
0.83% of portfolio
|
Q2 2024
Reduced 22.56%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
144,994
shares
|
$15.2 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
118,130
shares
|
$12.4 Million
1.72% of portfolio
|
Q3 2024
Added 2490.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
96,541
shares
|
$10.1 Million
0.31% of portfolio
|
Q3 2024
Added 35.31%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
88,056
shares
|
$9.22 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
73,372
shares
|
$7.69 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
47,708
shares
|
$5 Million
1.38% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
1900 Wealth Management LLC
|
Jul 26, 2024 Q2 2024 |
47,034
shares
|
$4.93 Million
0.44% of portfolio
|
Q2 2024
Reduced 12.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,276
shares
|
$4.85 Million
0.02% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
43,299
shares
|
$4.54 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.43%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 02, 2024 Q2 2024 |
36,975
shares
|
$3.87 Million
0.38% of portfolio
|
Q2 2024
Added 8.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
32,717
shares
|
$3.43 Million
0.0% of portfolio
|
Q2 2024
Added 23.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
23,496
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
22,873
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
19,883
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2024
Reduced 19.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
17,233
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2024
Added 21.09%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,735
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 08, 2024 Q2 2024 |
15,994
shares
|
$1.68 Million
1.32% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
15,533
shares
|
$1.63 Million
0.2% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,685
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Aug 06, 2024 Q2 2024 |
13,855
shares
|
$1.45 Million
0.69% of portfolio
|
Q2 2024
Reduced 2.11%
|