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 96 institutions that hold shares in the stock, with a total of 8.32 Million shares, which have been reported (via 13F filing form) to have a value of $396 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
|
$57.7 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
|
$37.1 Million
0.05% of portfolio
|
Q3 2024
Added 7.16%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
641,076
shares
|
$30.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.63%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
564,297
shares
|
$26.8 Million
0.02% of portfolio
|
Q3 2024
Added 1239.45%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
527,905
shares
|
$25.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
501,123
shares
|
$23.8 Million
0.0% of portfolio
|
Q2 2024
Added 0.54%
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
333,125
shares
|
$15.9 Million
2.22% of portfolio
|
Q3 2024
Added 13.94%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
256,443
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2024
Added 9.08%
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
241,626
shares
|
$11.5 Million
2.16% of portfolio
|
Q3 2024
Added 0.77%
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 24, 2024 Q2 2024 |
204,629
shares
|
$9.74 Million
1.49% of portfolio
|
Q2 2024
Added 6.84%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
190,288
shares
|
$9.05 Million
0.01% of portfolio
|
Q2 2024
Added 3.46%
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
177,701
shares
|
$8.46 Million
0.63% of portfolio
|
Q3 2024
Added 0.48%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
177,202
shares
|
$8.43 Million
0.39% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
170,239
shares
|
$8.1 Million
0.12% of portfolio
|
Q2 2024
Added 0.89%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
167,143
shares
|
$7.95 Million
0.0% of portfolio
|
Q2 2024
Reduced 58.76%
|
|
Hartford Financial Management Inc.
|
Aug 09, 2024 Q2 2024 |
161,607
shares
|
$7.69 Million
1.57% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
153,172
shares
|
$7.29 Million
0.42% of portfolio
|
Q2 2024
Added 29.29%
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
134,900
shares
|
$6.42 Million
1.59% of portfolio
|
Q1 2023
Added 116.42%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
134,311
shares
|
$6.39 Million
0.0% of portfolio
|
Q2 2024
Added 35.56%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
132,697
shares
|
$6.31 Million
0.01% of portfolio
|
Q2 2024
Added 31.33%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
130,986
shares
|
$6.23 Million
0.01% of portfolio
|
Q2 2024
Added 3.38%
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
99,387
shares
|
$4.73 Million
3.41% of portfolio
|
Q3 2024
Added 6.29%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
88,084
shares
|
$4.19 Million
0.0% of portfolio
|
Q2 2024
Added 136.28%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
87,918
shares
|
$4.18 Million
0.02% of portfolio
|
Q2 2024
Added 0.85%
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
81,279
shares
|
$3.87 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.57%
|