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 95 institutions that hold shares in the stock, with a total of 3.04 Million shares, which have been reported (via 13F filing form) to have a value of $320 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
688,074
shares
|
$72.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
292,701
shares
|
$30.7 Million
0.04% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
281,305
shares
|
$29.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
230,050
shares
|
$24.2 Million
0.01% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
226,475
shares
|
$23.8 Million
0.77% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
143,328
shares
|
$15.1 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
126,823
shares
|
$13.3 Million
1.78% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
105,315
shares
|
$11.1 Million
0.47% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
86,798
shares
|
$9.12 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
72,808
shares
|
$7.65 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
59,993
shares
|
$6.3 Million
0.02% of portfolio
|
Q4 2024
Added 29.64%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
47,289
shares
|
$4.97 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,578
shares
|
$4.79 Million
0.03% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
44,168
shares
|
$4.64 Million
0.0% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
43,519
shares
|
$4.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.19%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
41,527
shares
|
$4.36 Million
0.41% of portfolio
|
Q4 2024
Reduced 18.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
27,777
shares
|
$2.92 Million
0.0% of portfolio
|
Q4 2024
Added 24.73%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
26,894
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Added 107.16%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
25,198
shares
|
$2.65 Million
0.0% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,855
shares
|
$2.61 Million
0.01% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
17,559
shares
|
$1.84 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
17,021
shares
|
$1.79 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
16,693
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16,591
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
16,494
shares
|
$1.73 Million
0.21% of portfolio
|
Q4 2024
Added 6.19%
|