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 |
|---|---|---|---|---|---|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
372
shares
|
$38,022
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
316
shares
|
$32,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
315
shares
|
$32,196
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
281
shares
|
$28,721
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
234
shares
|
$23,917
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
192
shares
|
$19,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
191
shares
|
$19,522
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
95
shares
|
$9,709
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
82
shares
|
$8,381
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
59
shares
|
$6,030
0.0% of portfolio
|
Q4 2023
Added 2850.0%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
36
shares
|
$3,679
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
29
shares
|
$2,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
25
shares
|
$2,555
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
21
shares
|
$2,146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
13
shares
|
$1,328
0.0% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
7
shares
|
$715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
6
shares
|
$613
0.0% of portfolio
|
Q1 2024
Reduced 97.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2
shares
|
$204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1
shares
|
$102
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$102
0.0% of portfolio
|
Q1 2025
Reduced 97.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|