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 5.41 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,016
shares
|
$122,734
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,654
shares
|
$100,695
0.01% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
1,623
shares
|
$98,808
0.01% of portfolio
|
Q1 2025
Added 106.23%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,495
shares
|
$91,015
0.07% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
First Horizon Corp
Memphis, TN |
Jan 27, 2026 Q4 2025 |
1,362
shares
|
$82,918
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
1,248
shares
|
$75,978
0.0% of portfolio
|
Q4 2025
Added 126.09%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
966
shares
|
$58,810
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
900
shares
|
$54,792
0.03% of portfolio
|
Q2 2024
Reduced 42.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
651
shares
|
$39,632
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
530
shares
|
$32,266
0.01% of portfolio
|
Q4 2025
Reduced 2.39%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
350
shares
|
$21,308
0.0% of portfolio
|
Q4 2024
Reduced 68.78%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
278
shares
|
$16,924
0.0% of portfolio
|
Q1 2025
Reduced 89.53%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
278
shares
|
$16,924
0.0% of portfolio
|
Q2 2025
Reduced 83.87%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
277
shares
|
$16,863
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
247
shares
|
$15,037
0.0% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
234
shares
|
$14,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
227
shares
|
$13,819
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 28, 2026 Q4 2025 |
200
shares
|
$12,176
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
186
shares
|
$11,323
0.0% of portfolio
|
Q3 2025
Reduced 31.62%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
175
shares
|
$10,654
0.01% of portfolio
|
Q1 2024
Added 28.68%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
155
shares
|
$9,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jan 28, 2026 Q4 2025 |
120
shares
|
$7,305
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jan 26, 2026 Q4 2025 |
120
shares
|
$7,305
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
117
shares
|
$7,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
105
shares
|
$6,392
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|