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 |
|---|---|---|---|---|---|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
3,613
shares
|
$239,144
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
3,564
shares
|
$235,901
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
3,325
shares
|
$220,081
0.05% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,323
shares
|
$219,949
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,322
shares
|
$219,883
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,232
shares
|
$213,926
0.0% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
3,170
shares
|
$209,822
0.04% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,126
shares
|
$140,719
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,661
shares
|
$109,941
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,628
shares
|
$107,757
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,529
shares
|
$101,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,103
shares
|
$73,007
0.0% of portfolio
|
Q3 2025
Added 20.94%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,048
shares
|
$69,367
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
900
shares
|
$59,571
0.01% of portfolio
|
Q4 2024
Reduced 48.57%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
843
shares
|
$55,798
0.01% of portfolio
|
Q3 2023
Reduced 70.68%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
718
shares
|
$47,524
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
681
shares
|
$45,075
0.0% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
555
shares
|
$36,735
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
501
shares
|
$33,161
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
486
shares
|
$32,168
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
401
shares
|
$26,542
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
365
shares
|
$24,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
351
shares
|
$23,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
332
shares
|
$21,975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
310
shares
|
$20,518
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|