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 |
|---|---|---|---|---|---|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
9,366
shares
|
$619,935
0.34% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
9,346
shares
|
$618,611
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
8,758
shares
|
$579,692
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
8,293
shares
|
$548,913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
7,946
shares
|
$525,945
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
7,854
shares
|
$519,856
0.28% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
7,610
shares
|
$503,705
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
7,585
shares
|
$502,051
0.06% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,380
shares
|
$488,482
0.0% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
7,365
shares
|
$487,489
0.0% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
7,076
shares
|
$468,360
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
6,914
shares
|
$457,637
0.26% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,157
shares
|
$407,531
0.0% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
6,084
shares
|
$402,699
0.0% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,940
shares
|
$393,168
0.0% of portfolio
|
Q3 2025
Reduced 70.52%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
5,768
shares
|
$381,783
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
5,606
shares
|
$371,061
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
5,492
shares
|
$363,515
0.0% of portfolio
|
Q2 2025
Reduced 95.9%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,344
shares
|
$353,719
0.0% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
5,014
shares
|
$331,876
0.16% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
4,301
shares
|
$284,683
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,088
shares
|
$270,584
0.11% of portfolio
|
Q1 2023
Reduced 2.06%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
4,047
shares
|
$267,870
0.13% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
3,930
shares
|
$260,126
0.01% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,907
shares
|
$258,604
0.0% of portfolio
|
Q2 2025
Reduced 3.32%
|