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 113 institutions that hold shares in the stock, with a total of 3.96 Million shares, which have been reported (via 13F filing form) to have a value of $258 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
|
$1.77 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
|
$1.58 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
|
$1.47 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,249
shares
|
$1.45 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
|
$1.37 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
|
$1.36 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
20,150
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 93.1%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
20,114
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
18,311
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
17,869
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Added 66.29%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
17,492
shares
|
$1.14 Million
0.5% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
16,980
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
15,832
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
13,919
shares
|
$908,214
0.08% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
13,734
shares
|
$896,143
0.46% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,237
shares
|
$798,464
0.0% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
11,734
shares
|
$765,643
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,574
shares
|
$755,203
0.0% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
11,381
shares
|
$742,610
0.06% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
10,629
shares
|
$693,542
0.03% of portfolio
|
Q2 2025
Reduced 35.9%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
10,311
shares
|
$672,792
0.09% of portfolio
|
Q2 2025
Reduced 23.52%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
9,706
shares
|
$633,316
0.14% of portfolio
|
Q2 2025
Reduced 28.7%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
9,653
shares
|
$629,858
0.33% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
9,636
shares
|
$628,749
0.01% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
9,375
shares
|
$611,718
0.36% of portfolio
|
Q2 2025
Added 18.25%
|