Institutional Ownership J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 8.05 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,211,892
shares
|
$61.6 Million
5.09% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
780,718
shares
|
$39.7 Million
0.05% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
564,297
shares
|
$28.7 Million
0.02% of portfolio
|
Q3 2024
Added 1239.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
553,045
shares
|
$28.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
485,046
shares
|
$24.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
480,392
shares
|
$24.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
333,125
shares
|
$16.9 Million
2.22% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
258,484
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
241,626
shares
|
$12.3 Million
2.16% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
220,057
shares
|
$11.2 Million
1.61% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
190,829
shares
|
$9.71 Million
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
177,764
shares
|
$9.04 Million
0.39% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
177,701
shares
|
$9.04 Million
0.63% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
166,857
shares
|
$8.49 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
161,943
shares
|
$8.24 Million
1.65% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
155,743
shares
|
$7.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
154,909
shares
|
$7.88 Million
0.42% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
142,704
shares
|
$7.26 Million
0.01% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
138,633
shares
|
$7.05 Million
0.0% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
134,900
shares
|
$6.86 Million
1.59% of portfolio
|
Q1 2023
Added 116.42%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
99,387
shares
|
$5.06 Million
3.41% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
92,515
shares
|
$4.71 Million
0.03% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
84,673
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.19%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
81,279
shares
|
$4.13 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
65,140
shares
|
$3.31 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.41%
|