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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,323
shares
|
$216,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,311
shares
|
$216,042
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,232
shares
|
$210,888
0.0% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
3,149
shares
|
$205,472
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,126
shares
|
$138,721
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,661
shares
|
$108,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,628
shares
|
$106,227
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,529
shares
|
$99,767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,059
shares
|
$69,099
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,048
shares
|
$68,382
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$65,250
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
912
shares
|
$59,508
0.0% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
900
shares
|
$58,725
0.01% of portfolio
|
Q4 2024
Reduced 48.57%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
843
shares
|
$55,005
0.01% of portfolio
|
Q3 2023
Reduced 70.68%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
681
shares
|
$44,435
0.0% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
555
shares
|
$36,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
501
shares
|
$32,690
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
486
shares
|
$31,711
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
401
shares
|
$26,165
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
365
shares
|
$23,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
351
shares
|
$22,902
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
332
shares
|
$21,663
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
310
shares
|
$20,227
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
277
shares
|
$18,074
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
100
shares
|
$6,525
0.0% of portfolio
|
Q1 2025
New holding
|