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 127 institutions that hold shares in the stock, with a total of 7.57 Million shares, which have been reported (via 13F filing form) to have a value of $419 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
2,495
shares
|
$137,374
0.0% of portfolio
|
Q4 2022
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
2,345
shares
|
$129,115
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
1,968
shares
|
$108,358
0.02% of portfolio
|
Q2 2024
Added 0.1%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
1,539
shares
|
$84,737
0.02% of portfolio
|
Q2 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
1,398
shares
|
$76,973
0.01% of portfolio
|
Q2 2024
Added 92.83%
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,213
shares
|
$66,787
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
1,199
shares
|
$66,016
0.0% of portfolio
|
Q2 2024
Reduced 26.08%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,147
shares
|
$63,153
0.0% of portfolio
|
Q2 2024
Added 1.33%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
1,121
shares
|
$61,722
0.0% of portfolio
|
Q3 2022
Added 45.4%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
1,118
shares
|
$61,557
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,046
shares
|
$57,592
0.0% of portfolio
|
Q4 2023
Reduced 26.29%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
1,000
shares
|
$55,060
0.0% of portfolio
|
Q3 2023
New holding
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
900
shares
|
$49,554
0.03% of portfolio
|
Q2 2024
Reduced 42.97%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
787
shares
|
$43,332
0.0% of portfolio
|
Q4 2023
Reduced 36.99%
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
711
shares
|
$39,147
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
465
shares
|
$25,602
0.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
312
shares
|
$17,178
0.0% of portfolio
|
Q2 2024
Added 1.3%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
310
shares
|
$17,068
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
300
shares
|
$16,518
0.0% of portfolio
|
Q2 2024
New holding
|
|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
175
shares
|
$9,635
0.01% of portfolio
|
Q1 2024
Added 28.68%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
123
shares
|
$6,772
0.0% of portfolio
|
Q1 2024
Reduced 48.54%
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
96
shares
|
$5,285
0.0% of portfolio
|
Q1 2024
Reduced 68.11%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
90
shares
|
$4,955
0.0% of portfolio
|
Q4 2023
New holding
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
72
shares
|
$3,964
0.0% of portfolio
|
Q3 2021
Reduced 4.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
59
shares
|
$3,248
0.0% of portfolio
|
Q3 2024
Reduced 48.25%
|