Institutional Ownership J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 9.05 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
4,352
shares
|
$213,248
0.04% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
4,314
shares
|
$211,386
0.13% of portfolio
|
Q3 2025
Reduced 95.46%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
4,069
shares
|
$199,381
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,932
shares
|
$143,668
0.08% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,915
shares
|
$142,835
0.0% of portfolio
|
Q3 2025
Added 97066.67%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,573
shares
|
$77,077
0.0% of portfolio
|
Q2 2025
Reduced 47.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,468
shares
|
$71,932
0.0% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,175
shares
|
$57,575
0.0% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
805
shares
|
$39,445
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
757
shares
|
$37,093
0.0% of portfolio
|
Q3 2025
Reduced 38.65%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
685
shares
|
$33,565
0.0% of portfolio
|
Q3 2025
Reduced 37.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
627
shares
|
$30,723
0.0% of portfolio
|
Q3 2025
Added 211.94%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
486
shares
|
$23,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
436
shares
|
$21,364
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
419
shares
|
$20,531
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
415
shares
|
$20,335
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
350
shares
|
$17,150
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
312
shares
|
$15,288
0.0% of portfolio
|
Q3 2025
Added 34.48%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
276
shares
|
$13,524
0.01% of portfolio
|
Q2 2025
Added 22.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
264
shares
|
$12,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
236
shares
|
$11,564
0.0% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
130
shares
|
$6,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
111
shares
|
$5,439
0.0% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
93
shares
|
$4,557
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
71
shares
|
$3,479
0.0% of portfolio
|
Q3 2025
New holding
|
|