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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
17,487
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,432
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,787
shares
|
$966,427
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
15,989
shares
|
$920,486
0.31% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,692
shares
|
$903,388
0.79% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
15,489
shares
|
$891,701
0.11% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
15,262
shares
|
$878,633
0.21% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,060
shares
|
$867,004
0.07% of portfolio
|
Q4 2022
Added 63.36%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,955
shares
|
$860,959
0.01% of portfolio
|
Q2 2022
Reduced 24.68%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
14,896
shares
|
$857,562
0.03% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
14,186
shares
|
$816,688
0.28% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
13,980
shares
|
$804,828
0.0% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,669
shares
|
$786,924
0.0% of portfolio
|
Q2 2025
Reduced 57.07%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
12,340
shares
|
$710,413
0.28% of portfolio
|
Q3 2023
Reduced 48.28%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,469
shares
|
$660,270
0.27% of portfolio
|
Q2 2025
Reduced 43.24%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
11,286
shares
|
$649,735
0.18% of portfolio
|
Q2 2025
Added 33.51%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
10,173
shares
|
$585,659
0.33% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,669
shares
|
$556,644
0.02% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
9,405
shares
|
$541,445
0.45% of portfolio
|
Q4 2022
Added 80.9%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
9,057
shares
|
$521,411
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
8,536
shares
|
$491,417
0.23% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
8,409
shares
|
$484,106
0.06% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,384
shares
|
$482,666
0.0% of portfolio
|
Q2 2025
Reduced 50.24%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
8,377
shares
|
$482,263
0.05% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
8,320
shares
|
$478,982
0.0% of portfolio
|
Q2 2025
Added 3.21%
|