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 125 institutions that hold shares in the stock, with a total of 7.43 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,777
shares
|
$94,945
0.08% of portfolio
|
Q3 2024
Reduced 88.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,759
shares
|
$93,983
0.01% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
1,730
shares
|
$92,433
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,591
shares
|
$85,007
0.01% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,539
shares
|
$82,228
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,213
shares
|
$64,810
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,199
shares
|
$64,062
0.0% of portfolio
|
Q2 2024
Reduced 26.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,184
shares
|
$63,261
0.0% of portfolio
|
Q3 2024
Added 862.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,162
shares
|
$62,085
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,121
shares
|
$59,895
0.0% of portfolio
|
Q3 2022
Added 45.4%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,046
shares
|
$55,887
0.0% of portfolio
|
Q4 2023
Reduced 26.29%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
900
shares
|
$48,087
0.03% of portfolio
|
Q2 2024
Reduced 42.97%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
787
shares
|
$42,049
0.0% of portfolio
|
Q4 2023
Reduced 36.99%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
711
shares
|
$37,988
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
700
shares
|
$37,401
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
465
shares
|
$24,844
0.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
312
shares
|
$16,670
0.0% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
300
shares
|
$16,029
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
175
shares
|
$9,350
0.01% of portfolio
|
Q1 2024
Added 28.68%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
96
shares
|
$5,129
0.0% of portfolio
|
Q1 2024
Reduced 68.11%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
90
shares
|
$4,808
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
72
shares
|
$3,846
0.0% of portfolio
|
Q3 2021
Reduced 4.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
59
shares
|
$3,152
0.0% of portfolio
|
Q3 2024
Reduced 48.25%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
37
shares
|
$1,976
0.0% of portfolio
|
Q3 2023
Added 2.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
31
shares
|
$1,656
0.0% of portfolio
|
Q3 2024
New holding
|