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 125 institutions that hold shares in the stock, with a total of 7.43 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
18,178
shares
|
$971,250
0.01% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
18,016
shares
|
$962,594
0.8% of portfolio
|
Q3 2024
Reduced 20.77%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
17,771
shares
|
$949,504
0.0% of portfolio
|
Q3 2024
Added 60.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,572
shares
|
$938,871
0.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,432
shares
|
$931,391
0.0% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
17,335
shares
|
$926,209
0.04% of portfolio
|
Q3 2023
Added 0.62%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
16,997
shares
|
$908,149
0.32% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,787
shares
|
$896,929
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
16,169
shares
|
$863,909
0.06% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
15,745
shares
|
$841,255
0.13% of portfolio
|
Q3 2024
Reduced 31.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
15,529
shares
|
$829,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,060
shares
|
$804,655
0.07% of portfolio
|
Q4 2022
Added 63.36%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,955
shares
|
$799,045
0.01% of portfolio
|
Q2 2022
Reduced 24.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
14,682
shares
|
$784,459
0.0% of portfolio
|
Q3 2024
Added 93.8%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
13,534
shares
|
$723,121
0.12% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
13,264
shares
|
$708,695
0.33% of portfolio
|
Q4 2023
Added 26.4%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
12,340
shares
|
$659,326
0.28% of portfolio
|
Q3 2023
Reduced 48.28%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
12,082
shares
|
$645,541
0.26% of portfolio
|
Q3 2024
Reduced 23.29%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
11,984
shares
|
$640,305
0.0% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
11,969
shares
|
$639,503
0.2% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
11,177
shares
|
$597,187
0.08% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
10,198
shares
|
$544,879
0.02% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,935
shares
|
$530,827
0.02% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
9,405
shares
|
$502,509
0.45% of portfolio
|
Q4 2022
Added 80.9%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
9,057
shares
|
$483,915
0.26% of portfolio
|
Q1 2024
New holding
|