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 108 institutions that hold shares in the stock, with a total of 4.28 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
36,916
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Added 28.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
29,413
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
28,928
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
27,660
shares
|
$1.74 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.21%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
22,457
shares
|
$1.42 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
21,813
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2025
Added 75.2%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
21,249
shares
|
$1.34 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
20,953
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2022
Reduced 1.06%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
19,066
shares
|
$1.2 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
18,771
shares
|
$1.18 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
18,327
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
16,708
shares
|
$1.05 Million
0.53% of portfolio
|
Q1 2025
Added 26.14%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
16,581
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
16,265
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
14,863
shares
|
$937,112
0.0% of portfolio
|
Q1 2025
Reduced 40.61%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
14,233
shares
|
$897,390
0.08% of portfolio
|
Q1 2025
Reduced 19.11%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
13,612
shares
|
$858,236
0.2% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
13,482
shares
|
$850,040
0.11% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,349
shares
|
$778,604
0.0% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
11,193
shares
|
$705,718
0.0% of portfolio
|
Q1 2025
Reduced 24.66%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
11,119
shares
|
$701,052
0.0% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
10,746
shares
|
$677,535
0.05% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
10,435
shares
|
$657,926
0.0% of portfolio
|
Q1 2025
Added 19.33%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
10,403
shares
|
$655,909
0.05% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
10,052
shares
|
$633,778
0.01% of portfolio
|
Q1 2025
Reduced 0.77%
|