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 96 institutions that hold shares in the stock, with a total of 2.96 Million shares, which have been reported (via 13F filing form) to have a value of $300 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
702,656
shares
|
$71.8 Million
0.15% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
299,534
shares
|
$30.6 Million
0.04% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
281,809
shares
|
$28.8 Million
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
222,291
shares
|
$22.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
219,073
shares
|
$22.4 Million
0.74% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
139,692
shares
|
$14.3 Million
0.47% of portfolio
|
Q1 2025
Added 32.64%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
87,687
shares
|
$8.96 Million
0.68% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
86,439
shares
|
$8.83 Million
0.03% of portfolio
|
Q1 2025
Added 44.08%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
85,676
shares
|
$8.76 Million
0.69% of portfolio
|
Q1 2025
Added 106.31%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
69,200
shares
|
$7.07 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
49,100
shares
|
$5.02 Million
0.45% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,578
shares
|
$4.66 Million
0.03% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
45,070
shares
|
$4.61 Million
0.0% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
43,326
shares
|
$4.43 Million
0.0% of portfolio
|
Q1 2025
Added 50871.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
30,364
shares
|
$3.1 Million
0.0% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
27,990
shares
|
$2.86 Million
0.15% of portfolio
|
Q1 2025
Reduced 80.47%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
27,579
shares
|
$2.82 Million
0.0% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
26,846
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.31%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
26,546
shares
|
$2.71 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
25,597
shares
|
$2.62 Million
0.01% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
25,303
shares
|
$2.59 Million
4.02% of portfolio
|
Q1 2025
Added 44.1%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
21,154
shares
|
$2.16 Million
2.25% of portfolio
|
Q1 2025
Added 24.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
18,763
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Added 58.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
17,975
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
17,401
shares
|
$1.78 Million
0.22% of portfolio
|
Q1 2025
Added 5.5%
|