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 4.28 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,153
shares
|
$135,746
0.0% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
2,055
shares
|
$129,567
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,661
shares
|
$104,726
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,605
shares
|
$101,195
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,529
shares
|
$96,403
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
1,520
shares
|
$95,836
0.01% of portfolio
|
Q1 2025
Added 323.4%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$63,050
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
972
shares
|
$61,284
0.0% of portfolio
|
Q1 2025
Reduced 26.31%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
900
shares
|
$56,745
0.01% of portfolio
|
Q4 2024
Reduced 48.57%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
843
shares
|
$53,151
0.01% of portfolio
|
Q3 2023
Reduced 70.68%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
May 07, 2025 Q1 2025 |
769
shares
|
$48,485
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
681
shares
|
$42,937
0.0% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
480
shares
|
$30,264
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
401
shares
|
$25,283
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
365
shares
|
$23,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
351
shares
|
$22,130
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
342
shares
|
$21,563
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
335
shares
|
$21,121
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
310
shares
|
$19,545
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
273
shares
|
$17,212
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
216
shares
|
$13,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
100
shares
|
$6,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
83
shares
|
$5,233
0.0% of portfolio
|
Q2 2024
Reduced 69.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
80
shares
|
$5,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
78
shares
|
$4,917
0.0% of portfolio
|
Q1 2025
Reduced 65.02%
|