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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
64,860
shares
|
$3.73 Million
0.29% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
61,564
shares
|
$3.54 Million
0.37% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
58,859
shares
|
$3.39 Million
1.3% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
54,997
shares
|
$3.17 Million
1.84% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
51,843
shares
|
$2.98 Million
1.41% of portfolio
|
Q2 2023
Added 2.23%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
44,451
shares
|
$2.56 Million
0.17% of portfolio
|
Q2 2025
Added 19.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
43,774
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
40,712
shares
|
$2.34 Million
0.34% of portfolio
|
Q2 2025
Added 50.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
38,138
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.07%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
35,942
shares
|
$2.07 Million
0.84% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
35,790
shares
|
$2.06 Million
0.04% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
33,121
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
32,873
shares
|
$1.89 Million
0.6% of portfolio
|
Q1 2025
Reduced 21.82%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
31,317
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,493
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.73%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
30,064
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
28,133
shares
|
$1.62 Million
1.12% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
27,107
shares
|
$1.56 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
25,212
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
24,906
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
24,717
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,554
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2022
Added 124.54%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
18,843
shares
|
$1.08 Million
0.42% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
18,351
shares
|
$1.06 Million
0.55% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
17,823
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.46%
|