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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,015
shares
|
$118,965
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,623
shares
|
$95,821
0.01% of portfolio
|
Q1 2025
Added 106.23%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,539
shares
|
$90,862
0.01% of portfolio
|
Q2 2025
Reduced 34.34%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,495
shares
|
$88,264
0.07% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
900
shares
|
$53,136
0.03% of portfolio
|
Q2 2024
Reduced 42.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
644
shares
|
$38,021
0.0% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
585
shares
|
$34,538
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
552
shares
|
$32,590
0.0% of portfolio
|
Q3 2025
Reduced 25.41%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
543
shares
|
$32,058
0.01% of portfolio
|
Q3 2025
Reduced 20.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
350
shares
|
$20,664
0.0% of portfolio
|
Q4 2024
Reduced 68.78%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
300
shares
|
$17,712
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
278
shares
|
$16,413
0.0% of portfolio
|
Q2 2025
Reduced 83.87%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
278
shares
|
$16,413
0.0% of portfolio
|
Q1 2025
Reduced 89.53%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
277
shares
|
$16,354
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
272
shares
|
$16,058
0.0% of portfolio
|
Q2 2025
Reduced 71.46%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
234
shares
|
$13,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
232
shares
|
$13,697
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
175
shares
|
$10,332
0.01% of portfolio
|
Q1 2024
Added 28.68%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
165
shares
|
$9,741
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
155
shares
|
$9,151
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
150
shares
|
$8,856
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
117
shares
|
$6,907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
105
shares
|
$6,199
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
100
shares
|
$5,904
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
76
shares
|
$4,487
0.0% of portfolio
|
Q2 2025
New holding
|