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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
17,131
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,307
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
15,100
shares
|
$1.54 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,685
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
13,307
shares
|
$1.36 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
12,562
shares
|
$1.28 Million
0.39% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
12,144
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
11,602
shares
|
$1.19 Million
0.17% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
10,693
shares
|
$1.09 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
10,401
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
9,875
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,786
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,768
shares
|
$998,387
0.01% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,335
shares
|
$954,130
0.0% of portfolio
|
Q1 2025
Added 16.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
9,084
shares
|
$928,475
0.0% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
8,191
shares
|
$837,202
0.01% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
8,171
shares
|
$835,157
0.19% of portfolio
|
Q1 2025
Added 157.76%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
7,710
shares
|
$788,039
0.17% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,722
shares
|
$687,055
0.02% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
6,698
shares
|
$684,602
0.32% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
6,280
shares
|
$641,878
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
6,223
shares
|
$636,052
0.38% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,837
shares
|
$596,599
0.01% of portfolio
|
Q3 2022
Added 72.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,698
shares
|
$582,392
0.0% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,615
shares
|
$573,909
0.0% of portfolio
|
Q1 2025
Reduced 12.42%
|