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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
316
shares
|
$32,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
314
shares
|
$31,836
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
234
shares
|
$23,725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
198
shares
|
$20,075
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
156
shares
|
$15,816
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
94
shares
|
$9,530
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
82
shares
|
$8,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
78
shares
|
$7,908
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
59
shares
|
$5,982
0.0% of portfolio
|
Q4 2023
Added 2850.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
47
shares
|
$4,765
0.0% of portfolio
|
Q4 2024
Added 4600.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
36
shares
|
$3,650
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
36
shares
|
$3,650
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
25
shares
|
$2,534
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
25
shares
|
$2,534
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
21
shares
|
$2,129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
13
shares
|
$1,318
0.0% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
7
shares
|
$709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
6
shares
|
$608
0.0% of portfolio
|
Q1 2024
Reduced 97.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2
shares
|
$202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1
shares
|
$101
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|