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 102 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
1,113
shares
|
$64,208
0.0% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,016
shares
|
$58,613
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
1,000
shares
|
$57,690
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
852
shares
|
$49,151
0.0% of portfolio
|
Q1 2023
New holding
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
843
shares
|
$48,632
0.01% of portfolio
|
Q3 2023
Reduced 70.68%
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
526
shares
|
$30,344
0.02% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
481
shares
|
$27,748
0.0% of portfolio
|
Q2 2024
Reduced 62.83%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
400
shares
|
$23,076
0.0% of portfolio
|
Q4 2023
Reduced 11.89%
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
359
shares
|
$20,710
0.0% of portfolio
|
Q3 2024
Reduced 76.38%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
347
shares
|
$20,018
0.0% of portfolio
|
Q3 2022
Reduced 3.61%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
335
shares
|
$19,326
0.01% of portfolio
|
Q3 2022
New holding
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
328
shares
|
$18,922
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
310
shares
|
$17,883
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
266
shares
|
$15,345
0.0% of portfolio
|
Q1 2024
Reduced 57.98%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
167
shares
|
$9,634
0.0% of portfolio
|
Q2 2024
Reduced 12.57%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
120
shares
|
$6,922
0.0% of portfolio
|
Q1 2024
New holding
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
118
shares
|
$6,807
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
90
shares
|
$5,192
0.0% of portfolio
|
Q4 2021
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
83
shares
|
$4,788
0.0% of portfolio
|
Q2 2024
Reduced 69.6%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
30
shares
|
$1,730
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
30
shares
|
$1,730
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18
shares
|
$1,038
0.0% of portfolio
|
Q3 2022
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
12
shares
|
$692
0.0% of portfolio
|
Q1 2024
Reduced 82.61%
|
|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
8
shares
|
$461
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
3
shares
|
$173
0.0% of portfolio
|
Q1 2024
New holding
|