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 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $244 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
9,116
shares
|
$527,634
0.07% of portfolio
|
Q4 2024
Reduced 14.59%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
8,930
shares
|
$516,868
0.2% of portfolio
|
Q4 2024
Added 44.1%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,758
shares
|
$506,913
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,745
shares
|
$506,160
0.0% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
7,946
shares
|
$459,914
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
7,839
shares
|
$453,721
0.05% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
7,696
shares
|
$445,444
0.22% of portfolio
|
Q4 2024
Reduced 32.94%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
7,555
shares
|
$437,283
0.23% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,352
shares
|
$425,533
0.0% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,129
shares
|
$412,626
0.0% of portfolio
|
Q2 2024
Added 35.95%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Feb 13, 2025 Q4 2024 |
7,076
shares
|
$409,558
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
6,834
shares
|
$395,551
0.23% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
6,252
shares
|
$361,865
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
5,815
shares
|
$336,572
0.01% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,806
shares
|
$336,051
0.0% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
5,605
shares
|
$324,417
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
5,522
shares
|
$319,613
0.14% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,071
shares
|
$293,509
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,977
shares
|
$288,068
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,882
shares
|
$282,570
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
4,798
shares
|
$277,708
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,697
shares
|
$271,862
0.01% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
4,280
shares
|
$247,726
0.12% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
4,155
shares
|
$240,491
0.01% of portfolio
|
Q4 2024
Reduced 48.84%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4,117
shares
|
$238,291
0.0% of portfolio
|
Q4 2024
Reduced 24.18%
|