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 132 institutions that hold shares in the stock, with a total of 5.15 Million shares, which have been reported (via 13F filing form) to have a value of $304 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,036
shares
|
$474,445
0.0% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,605
shares
|
$448,999
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,443
shares
|
$439,434
0.01% of portfolio
|
Q3 2024
Reduced 36.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,344
shares
|
$433,589
0.0% of portfolio
|
Q2 2025
Added 40.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,941
shares
|
$409,796
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
6,493
shares
|
$383,346
0.01% of portfolio
|
Q3 2025
Reduced 19.38%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
5,863
shares
|
$346,151
0.04% of portfolio
|
Q2 2025
Reduced 62.57%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
5,743
shares
|
$339,066
0.07% of portfolio
|
Q3 2025
Reduced 62.37%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
5,695
shares
|
$336,232
0.15% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,435
shares
|
$320,882
0.0% of portfolio
|
Q2 2025
Added 27.13%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
5,029
shares
|
$296,912
0.03% of portfolio
|
Q2 2025
Reduced 71.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,367
shares
|
$257,827
0.0% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
4,341
shares
|
$256,292
0.08% of portfolio
|
Q2 2025
Reduced 63.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
4,333
shares
|
$255,820
0.0% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
4,293
shares
|
$253,458
0.03% of portfolio
|
Q2 2025
Reduced 83.09%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
4,235
shares
|
$250,034
0.06% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
4,141
shares
|
$244,484
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
4,093
shares
|
$241,650
0.02% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
3,952
shares
|
$233,326
0.12% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,921
shares
|
$231,495
0.0% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
3,902
shares
|
$230,374
0.03% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
3,779
shares
|
$223,112
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
3,754
shares
|
$221,636
0.04% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,391
shares
|
$141,164
0.13% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,345
shares
|
$138,448
0.0% of portfolio
|
Q2 2024
New holding
|