Institutional Ownership Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 2.37 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
429,945
shares
|
$44.9 Million
0.0% of portfolio
|
Q2 2025
Added 52.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
294,604
shares
|
$30.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
230,072
shares
|
$24 Million
0.01% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
150,959
shares
|
$15.8 Million
0.5% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
100,162
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 85.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
93,781
shares
|
$9.79 Million
0.03% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
88,477
shares
|
$9.24 Million
0.65% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
85,676
shares
|
$8.95 Million
0.69% of portfolio
|
Q1 2025
Added 106.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
72,513
shares
|
$7.57 Million
0.22% of portfolio
|
Q2 2025
Reduced 66.9%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
68,206
shares
|
$7.12 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
65,542
shares
|
$6.84 Million
0.01% of portfolio
|
Q2 2025
Added 51.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
59,164
shares
|
$6.18 Million
0.0% of portfolio
|
Q2 2025
Added 31.27%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
47,540
shares
|
$4.96 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,578
shares
|
$4.76 Million
0.03% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
36,200
shares
|
$3.78 Million
0.0% of portfolio
|
Q2 2025
Added 31.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
29,977
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
27,463
shares
|
$2.87 Million
0.19% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
22,674
shares
|
$2.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 18.99%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
22,270
shares
|
$2.33 Million
2.25% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
21,838
shares
|
$2.28 Million
3.82% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
20,327
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
20,060
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.63%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
19,003
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
17,998
shares
|
$1.88 Million
0.22% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
17,975
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Added 8.34%
|