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 |
|---|---|---|---|---|---|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
8,056
shares
|
$463,783
0.31% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
8,054
shares
|
$463,668
0.02% of portfolio
|
Q2 2025
Reduced 20.77%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,036
shares
|
$462,632
0.0% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,605
shares
|
$437,819
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,443
shares
|
$428,493
0.01% of portfolio
|
Q3 2024
Reduced 36.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,344
shares
|
$422,794
0.0% of portfolio
|
Q2 2025
Added 40.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,941
shares
|
$399,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
5,863
shares
|
$337,532
0.04% of portfolio
|
Q2 2025
Reduced 62.57%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
5,688
shares
|
$327,458
0.16% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,435
shares
|
$312,892
0.0% of portfolio
|
Q2 2025
Added 27.13%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
5,029
shares
|
$289,519
0.03% of portfolio
|
Q2 2025
Reduced 71.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,367
shares
|
$251,408
0.0% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
4,341
shares
|
$249,911
0.07% of portfolio
|
Q2 2025
Reduced 63.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
4,333
shares
|
$249,450
0.0% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
4,293
shares
|
$247,148
0.03% of portfolio
|
Q2 2025
Reduced 83.09%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
4,147
shares
|
$238,742
0.06% of portfolio
|
Q2 2025
Added 4047.0%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
4,141
shares
|
$238,397
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
4,129
shares
|
$237,706
0.14% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
4,093
shares
|
$235,634
0.02% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,921
shares
|
$225,731
0.0% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
3,902
shares
|
$224,638
0.03% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
3,779
shares
|
$217,557
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
3,754
shares
|
$216,117
0.04% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
2,377
shares
|
$136,843
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,345
shares
|
$135,001
0.0% of portfolio
|
Q2 2024
New holding
|