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 102 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 30, 2024 Q2 2024 |
8,003
shares
|
$461,693
0.06% of portfolio
|
Q2 2024
Reduced 5.65%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
7,545
shares
|
$435,271
0.0% of portfolio
|
Q2 2024
Reduced 71.89%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
7,129
shares
|
$411,272
0.0% of portfolio
|
Q2 2024
Added 35.95%
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 26, 2024 Q2 2024 |
7,087
shares
|
$408,849
0.26% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 08, 2024 Q2 2024 |
7,076
shares
|
$408,214
0.15% of portfolio
|
Q4 2023
New holding
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
6,750
shares
|
$389,407
0.23% of portfolio
|
Q3 2024
Added 19.6%
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
6,197
shares
|
$357,504
0.17% of portfolio
|
Q3 2024
Added 6.2%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
6,113
shares
|
$352,658
0.01% of portfolio
|
Q2 2024
Added 15.56%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
5,921
shares
|
$341,582
0.01% of portfolio
|
Q2 2024
Reduced 20.72%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 06, 2024 Q2 2024 |
5,837
shares
|
$336,736
0.02% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
5,742
shares
|
$331,255
0.0% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
Mendel Money Management
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
5,710
shares
|
$329,409
0.15% of portfolio
|
Q2 2024
Reduced 7.64%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
5,546
shares
|
$319,948
0.0% of portfolio
|
Q2 2024
Reduced 5.76%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
4,828
shares
|
$278,527
0.01% of portfolio
|
Q2 2024
Added 0.6%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
4,810
shares
|
$277,488
0.0% of portfolio
|
Q2 2024
Added 23.36%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
4,265
shares
|
$246,047
0.0% of portfolio
|
Q2 2024
Added 0.64%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 31, 2024 Q2 2024 |
4,115
shares
|
$237,394
0.13% of portfolio
|
Q2 2024
Added 1.91%
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Aug 21, 2024 Q2 2024 |
4,094
shares
|
$236,182
0.07% of portfolio
|
Q2 2024
New holding
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,088
shares
|
$235,836
0.11% of portfolio
|
Q1 2023
Reduced 2.06%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
3,706
shares
|
$213,799
0.0% of portfolio
|
Q2 2024
Added 0.84%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
3,137
shares
|
$180,973
0.0% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
2,605
shares
|
$150,282
0.0% of portfolio
|
Q4 2023
Reduced 15.78%
|
|
Resources Management Corp
West Hartford, CT |
Aug 14, 2024 Q2 2024 |
1,750
shares
|
$100,957
0.01% of portfolio
|
Q4 2023
Added 3140.74%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
1,559
shares
|
$89,938
0.0% of portfolio
|
Q2 2024
Added 1.43%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,120
shares
|
$64,612
0.0% of portfolio
|
Q2 2024
Reduced 35.11%
|