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 107 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 $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,088
shares
|
$240,824
0.11% of portfolio
|
Q1 2023
Reduced 2.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,082
shares
|
$181,560
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,228
shares
|
$131,251
0.0% of portfolio
|
Q4 2024
Reduced 29.16%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$94,256
0.0% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,529
shares
|
$90,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,319
shares
|
$77,702
0.0% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$58,910
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
900
shares
|
$53,019
0.01% of portfolio
|
Q4 2024
Reduced 48.57%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
843
shares
|
$49,661
0.01% of portfolio
|
Q3 2023
Reduced 70.68%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
681
shares
|
$40,117
0.0% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
526
shares
|
$30,986
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
479
shares
|
$28,217
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
401
shares
|
$23,622
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
359
shares
|
$21,148
0.0% of portfolio
|
Q3 2024
Reduced 76.38%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
351
shares
|
$20,677
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
340
shares
|
$20,029
0.0% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
335
shares
|
$19,734
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
310
shares
|
$18,262
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
272
shares
|
$16,023
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
223
shares
|
$13,136
0.0% of portfolio
|
Q4 2024
Added 34.34%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
215
shares
|
$12,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
170
shares
|
$10,014
0.0% of portfolio
|
Q4 2024
Reduced 51.01%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
83
shares
|
$4,889
0.0% of portfolio
|
Q2 2024
Reduced 69.6%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
34
shares
|
$2,002
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
30
shares
|
$1,767
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|