Institutional Ownership Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
15,825,343
shares
|
$913 Million
0.75% of portfolio
|
Q3 2024
Added 671034.12%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
634,188
shares
|
$36.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
619,988
shares
|
$35.8 Million
0.09% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
452,528
shares
|
$26.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
323,937
shares
|
$18.7 Million
0.0% of portfolio
|
Q2 2024
Added 1.15%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
262,317
shares
|
$15.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
173,031
shares
|
$9.98 Million
0.47% of portfolio
|
Q2 2024
Added 775.8%
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
149,967
shares
|
$8.65 Million
5.03% of portfolio
|
Q3 2024
Added 1.5%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
146,537
shares
|
$8.45 Million
0.03% of portfolio
|
Q2 2024
Added 4.46%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
139,202
shares
|
$8.03 Million
0.0% of portfolio
|
Q2 2024
Added 4.56%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
125,018
shares
|
$7.21 Million
0.95% of portfolio
|
Q1 2023
Added 7.03%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
102,211
shares
|
$5.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.29%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
101,855
shares
|
$5.88 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.78%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
100,632
shares
|
$5.81 Million
0.0% of portfolio
|
Q2 2024
Added 21.93%
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
93,330
shares
|
$5.38 Million
3.89% of portfolio
|
Q4 2023
New holding
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
93,330
shares
|
$5.38 Million
0.67% of portfolio
|
Q1 2024
New holding
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
90,527
shares
|
$5.22 Million
1.26% of portfolio
|
Q3 2024
Added 8.57%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
78,236
shares
|
$4.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
64,201
shares
|
$3.7 Million
0.0% of portfolio
|
Q2 2024
Added 32.95%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
63,231
shares
|
$3.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 67.11%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
57,722
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2024
Reduced 19.99%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,764
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
51,597
shares
|
$2.98 Million
0.02% of portfolio
|
Q2 2024
Added 0.66%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,416
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 2.92%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
37,844
shares
|
$2.18 Million
0.11% of portfolio
|
Q2 2024
Reduced 10.96%
|