Institutional Ownership Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $290 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
316,730
shares
|
$18.2 Million
0.01% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
274,188
shares
|
$15.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 20.53%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
245,744
shares
|
$14.1 Million
0.0% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
212,015
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
211,192
shares
|
$12.2 Million
0.07% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
191,113
shares
|
$11 Million
3.76% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
185,973
shares
|
$10.7 Million
1.88% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
173,935
shares
|
$10 Million
0.13% of portfolio
|
Q2 2025
Reduced 28.44%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
152,838
shares
|
$8.8 Million
1.02% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
147,969
shares
|
$8.52 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
145,717
shares
|
$8.39 Million
0.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
142,867
shares
|
$8.22 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
139,560
shares
|
$8.03 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
128,646
shares
|
$7.41 Million
0.22% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
123,726
shares
|
$7.12 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
121,290
shares
|
$6.98 Million
0.22% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
103,228
shares
|
$5.94 Million
0.15% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
96,362
shares
|
$5.55 Million
0.0% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
92,260
shares
|
$5.31 Million
0.01% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
91,511
shares
|
$5.27 Million
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
87,740
shares
|
$5.05 Million
0.01% of portfolio
|
Q2 2025
Added 1848.48%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
83,569
shares
|
$4.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
77,281
shares
|
$4.45 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
75,572
shares
|
$4.35 Million
0.0% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
66,980
shares
|
$3.86 Million
0.27% of portfolio
|
Q2 2025
Added 27.75%
|