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 134 institutions that hold shares in the stock, with a total of 5.03 Million shares, which have been reported (via 13F filing form) to have a value of $278 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
63,616
shares
|
$3.52 Million
0.28% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
55,968
shares
|
$3.09 Million
1.25% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
52,432
shares
|
$2.9 Million
0.25% of portfolio
|
Q1 2025
Reduced 25.32%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
51,843
shares
|
$2.87 Million
1.41% of portfolio
|
Q2 2023
Added 2.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
44,418
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Added 55.13%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
37,074
shares
|
$2.05 Million
0.15% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
34,917
shares
|
$1.93 Million
0.84% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
33,365
shares
|
$1.84 Million
0.04% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
32,873
shares
|
$1.82 Million
0.6% of portfolio
|
Q1 2025
Reduced 21.82%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
31,837
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,493
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.73%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
29,694
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
27,107
shares
|
$1.5 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
26,970
shares
|
$1.49 Million
0.22% of portfolio
|
Q1 2025
Added 53.89%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
26,201
shares
|
$1.45 Million
0.93% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
25,393
shares
|
$1.4 Million
0.25% of portfolio
|
Q1 2025
Reduced 37.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
25,377
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
25,026
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 20.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
24,945
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
24,213
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
23,595
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,554
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2022
Added 124.54%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
21,462
shares
|
$1.19 Million
0.47% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
20,205
shares
|
$1.12 Million
0.48% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
20,087
shares
|
$1.11 Million
0.67% of portfolio
|
Q1 2025
Reduced 6.75%
|