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 86 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
692,280
shares
|
$73.9 Million
0.16% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
292,171
shares
|
$31.2 Million
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
288,484
shares
|
$30.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
224,974
shares
|
$24 Million
0.86% of portfolio
|
Q3 2024
Added 30.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
215,297
shares
|
$23 Million
0.01% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
144,994
shares
|
$15.5 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
126,823
shares
|
$13.5 Million
1.78% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
105,315
shares
|
$11.2 Million
0.47% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
88,056
shares
|
$9.4 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
72,808
shares
|
$7.77 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
72,758
shares
|
$7.76 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
47,542
shares
|
$5.07 Million
0.46% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,276
shares
|
$4.94 Million
0.02% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
44,952
shares
|
$4.8 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
43,218
shares
|
$4.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
41,778
shares
|
$4.46 Million
0.0% of portfolio
|
Q3 2024
Added 27.7%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
41,527
shares
|
$4.43 Million
0.41% of portfolio
|
Q4 2024
Reduced 18.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
23,496
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
22,270
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,029
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,735
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
16,494
shares
|
$1.76 Million
0.21% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
15,516
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 46.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,685
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,184
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
New holding
|