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 86 institutions that hold shares in the stock, with a total of 3 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
4,616
shares
|
$507,436
0.05% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
4,566
shares
|
$501,940
0.17% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,444
shares
|
$488,528
0.01% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,420
shares
|
$485,890
0.01% of portfolio
|
Q2 2022
Reduced 29.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,399
shares
|
$373,652
0.02% of portfolio
|
Q3 2024
Reduced 41.85%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
3,170
shares
|
$348,478
0.09% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
2,965
shares
|
$325,942
0.02% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,837
shares
|
$311,871
0.0% of portfolio
|
Q3 2024
Reduced 27.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,119
shares
|
$232,941
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,039
shares
|
$224,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
2,011
shares
|
$221,069
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
1,821
shares
|
$200,182
0.14% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
939
shares
|
$103,224
0.0% of portfolio
|
Q3 2024
Reduced 50.21%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
936
shares
|
$102,894
0.01% of portfolio
|
Q3 2024
Reduced 41.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
860
shares
|
$94,539
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
757
shares
|
$83,217
0.05% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
699
shares
|
$76,841
0.0% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
512
shares
|
$56,284
0.01% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
505
shares
|
$55,514
0.0% of portfolio
|
Q1 2024
Added 42.25%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
385
shares
|
$42,323
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
311
shares
|
$34,188
0.0% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
234
shares
|
$25,723
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
198
shares
|
$21,766
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
94
shares
|
$10,333
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
78
shares
|
$8,574
0.0% of portfolio
|
Q3 2023
New holding
|