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 96 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 $308 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
16,409
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
15,522
shares
|
$1.57 Million
1.14% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,685
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
13,710
shares
|
$1.39 Million
0.4% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
13,373
shares
|
$1.36 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
12,413
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
11,826
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 18.19%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
11,519
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11,189
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
10,137
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
9,742
shares
|
$987,741
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,596
shares
|
$972,938
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,479
shares
|
$961,075
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
9,328
shares
|
$945,765
0.0% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
8,579
shares
|
$869,824
0.23% of portfolio
|
Q4 2024
Reduced 82.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
8,191
shares
|
$830,485
0.01% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,000
shares
|
$811,120
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
7,308
shares
|
$740,958
0.05% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,863
shares
|
$695,839
0.02% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
6,698
shares
|
$679,110
0.33% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,411
shares
|
$650,011
0.0% of portfolio
|
Q4 2024
Reduced 54.8%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
6,300
shares
|
$638,757
0.41% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
6,280
shares
|
$636,729
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
6,225
shares
|
$631,152
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,837
shares
|
$591,813
0.01% of portfolio
|
Q3 2022
Added 72.23%
|