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 2.3 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
15,077
shares
|
$1.61 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,685
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
13,226
shares
|
$1.41 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
12,098
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
11,990
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 70.22%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
11,442
shares
|
$1.22 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,945
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
10,729
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
10,693
shares
|
$1.14 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
10,537
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
10,355
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
9,521
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,039
shares
|
$962,743
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
8,191
shares
|
$872,423
0.01% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,254
shares
|
$772,623
0.0% of portfolio
|
Q2 2025
Added 29.19%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
6,993
shares
|
$744,824
0.07% of portfolio
|
Q2 2025
Reduced 91.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,754
shares
|
$719,368
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 05, 2025 Q2 2025 |
6,517
shares
|
$694,125
0.29% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
6,280
shares
|
$668,882
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
6,199
shares
|
$660,255
0.36% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,837
shares
|
$621,698
0.01% of portfolio
|
Q3 2022
Added 72.23%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
5,229
shares
|
$556,940
0.09% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
5,100
shares
|
$543,201
0.01% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,948
shares
|
$527,011
0.0% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,889
shares
|
$520,727
0.04% of portfolio
|
Q1 2025
Reduced 33.1%
|