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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
9,193
shares
|
$599,843
0.23% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
8,758
shares
|
$571,459
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
8,533
shares
|
$556,778
0.32% of portfolio
|
Q2 2025
Added 27.28%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
8,293
shares
|
$541,118
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
7,946
shares
|
$518,476
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
7,610
shares
|
$496,552
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
7,585
shares
|
$494,921
0.06% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,380
shares
|
$481,545
0.0% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
7,365
shares
|
$480,566
0.0% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
7,076
shares
|
$461,709
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
6,656
shares
|
$434,304
0.26% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,157
shares
|
$401,744
0.0% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
6,084
shares
|
$396,981
0.0% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
5,768
shares
|
$376,362
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
5,606
shares
|
$365,791
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
5,492
shares
|
$358,353
0.0% of portfolio
|
Q2 2025
Reduced 95.9%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,344
shares
|
$348,696
0.0% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
5,014
shares
|
$327,163
0.16% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,088
shares
|
$266,742
0.11% of portfolio
|
Q1 2023
Reduced 2.06%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
4,047
shares
|
$264,066
0.13% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
3,930
shares
|
$256,432
0.01% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,907
shares
|
$254,931
0.0% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
3,613
shares
|
$235,748
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
3,564
shares
|
$232,551
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,340
shares
|
$217,935
0.05% of portfolio
|
Q2 2025
Added 62.53%
|