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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,889
shares
|
$510,460
0.04% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,723
shares
|
$493,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
4,590
shares
|
$479,241
0.04% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,420
shares
|
$461,492
0.01% of portfolio
|
Q2 2022
Reduced 29.05%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
4,150
shares
|
$433,301
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
3,955
shares
|
$412,941
0.12% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,633
shares
|
$379,321
0.01% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,291
shares
|
$343,613
0.01% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,576
shares
|
$268,960
0.01% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
2,576
shares
|
$268,960
0.01% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,119
shares
|
$221,244
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,039
shares
|
$212,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,654
shares
|
$172,694
0.12% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,490
shares
|
$155,570
0.0% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,095
shares
|
$114,328
0.0% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
936
shares
|
$97,727
0.01% of portfolio
|
Q2 2025
Reduced 41.86%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
915
shares
|
$95,535
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
905
shares
|
$94,491
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
864
shares
|
$90,210
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
757
shares
|
$79,038
0.05% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
699
shares
|
$72,982
0.0% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
531
shares
|
$55,441
0.01% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
504
shares
|
$52,622
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
470
shares
|
$49,072
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
317
shares
|
$33,097
0.0% of portfolio
|
Q2 2025
Added 0.63%
|