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 101 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 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
|
$879 Million
0.75% of portfolio
|
Q3 2024
Added 671034.12%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
618,132
shares
|
$34.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
584,290
shares
|
$32.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
418,744
shares
|
$23.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
325,434
shares
|
$18.1 Million
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
269,145
shares
|
$14.9 Million
0.04% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
149,967
shares
|
$8.33 Million
5.03% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
144,798
shares
|
$8.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
140,252
shares
|
$7.79 Million
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
125,018
shares
|
$6.94 Million
0.95% of portfolio
|
Q1 2023
Added 7.03%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
101,855
shares
|
$5.66 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
96,879
shares
|
$5.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
95,725
shares
|
$5.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
94,470
shares
|
$5.25 Million
0.0% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
93,330
shares
|
$5.18 Million
3.89% of portfolio
|
Q4 2023
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
93,330
shares
|
$5.18 Million
0.69% of portfolio
|
Q1 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
90,527
shares
|
$5.03 Million
1.26% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
53,552
shares
|
$2.97 Million
0.02% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,764
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,416
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
39,389
shares
|
$2.19 Million
0.09% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
36,838
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
30,433
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
28,393
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
21,716
shares
|
$1.21 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.83%
|