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 107 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
438,632
shares
|
$46.8 Million
0.0% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
313,601
shares
|
$33.5 Million
0.04% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
227,100
shares
|
$24.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
153,652
shares
|
$16.4 Million
0.56% of portfolio
|
Q4 2025
Reduced 1.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
111,752
shares
|
$11.9 Million
0.03% of portfolio
|
Q3 2025
Added 19.16%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
98,920
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
96,016
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2025
Added 46.5%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
91,742
shares
|
$9.8 Million
0.66% of portfolio
|
Q4 2025
Added 2.3%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
65,362
shares
|
$6.98 Million
0.59% of portfolio
|
Q4 2025
Reduced 2.69%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
53,798
shares
|
$5.75 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
50,829
shares
|
$5.43 Million
0.0% of portfolio
|
Q2 2025
Added 31.27%
|
|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
47,544
shares
|
$5.08 Million
0.35% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
45,463
shares
|
$4.86 Million
0.03% of portfolio
|
Q3 2025
Added 47.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
36,574
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2025
Added 22.01%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
27,463
shares
|
$2.93 Million
0.19% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
23,080
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.24%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
22,122
shares
|
$2.36 Million
2.22% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
21,838
shares
|
$2.33 Million
3.88% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
21,743
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
20,795
shares
|
$2.22 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,694
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
19,611
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2025
Reduced 72.96%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
19,504
shares
|
$2.08 Million
0.23% of portfolio
|
Q4 2025
Added 8.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
18,956
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Added 22.05%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
15,500
shares
|
$1.66 Million
1.1% of portfolio
|
Q3 2025
Added 2.81%
|
|