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 116 institutions that hold shares in the stock, with a total of 4.02 Million shares, which have been reported (via 13F filing form) to have a value of $266 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
27,163
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
24,268
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
22,457
shares
|
$1.49 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,249
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.21%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
20,953
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2022
Reduced 1.06%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20,849
shares
|
$1.38 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
20,048
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
18,326
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
17,869
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Added 66.29%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
16,980
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
16,214
shares
|
$1.07 Million
0.45% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
15,832
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
14,404
shares
|
$953,400
0.03% of portfolio
|
Q3 2025
Added 35.52%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
13,908
shares
|
$920,570
0.08% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
13,734
shares
|
$909,053
0.46% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
12,950
shares
|
$857,160
0.06% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,237
shares
|
$809,967
0.0% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
11,734
shares
|
$776,673
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,574
shares
|
$766,083
0.0% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
10,757
shares
|
$712,005
0.25% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
10,311
shares
|
$682,485
0.09% of portfolio
|
Q2 2025
Reduced 23.52%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
10,280
shares
|
$680,433
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
9,706
shares
|
$642,440
0.14% of portfolio
|
Q2 2025
Reduced 28.7%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
9,653
shares
|
$638,932
0.33% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
9,636
shares
|
$637,806
0.01% of portfolio
|
Q2 2025
Reduced 4.14%
|