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 |
---|---|---|---|---|---|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
66,074
shares
|
$3.14 Million
0.04% of portfolio
|
Q2 2024
Reduced 10.89%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
51,969
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2024
Added 10.02%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
50,035
shares
|
$2.38 Million
0.05% of portfolio
|
Q2 2024
Added 40.64%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
47,282
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 17, 2024 Q2 2024 |
41,054
shares
|
$1.95 Million
1.22% of portfolio
|
Q2 2024
Added 4.45%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
40,171
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
35,680
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2024
Added 19.75%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
31,607
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2024
Added 1.65%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
31,149
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
26,460
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2024
Added 12.55%
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
25,904
shares
|
$1.23 Million
0.29% of portfolio
|
Q3 2024
Added 2.05%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
25,848
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
24,923
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
23,759
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 08, 2024 Q2 2024 |
21,831
shares
|
$1.04 Million
0.82% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
21,418
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Added 51.71%
|
|
Beck Bode, LLC
|
Aug 15, 2024 Q2 2024 |
21,130
shares
|
$1.01 Million
0.19% of portfolio
|
Q2 2024
Reduced 26.31%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jul 29, 2024 Q2 2024 |
21,023
shares
|
$1 Million
0.17% of portfolio
|
Q2 2024
Added 2.87%
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
21,021
shares
|
$1 Million
0.29% of portfolio
|
Q2 2024
Added 1.2%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
20,655
shares
|
$982,764
0.01% of portfolio
|
Q2 2024
Added 7.92%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,494
shares
|
$927,524
0.0% of portfolio
|
Q2 2024
New holding
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
17,406
shares
|
$828,177
0.05% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Aug 06, 2024 Q2 2024 |
17,227
shares
|
$819,660
0.4% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Aug 12, 2024 Q2 2024 |
17,182
shares
|
$817,519
0.13% of portfolio
|
Q2 2024
New holding
|
|
Interactive Financial Advisors
Chicago, IL |
Aug 02, 2024 Q2 2024 |
16,602
shares
|
$789,923
0.41% of portfolio
|
Q2 2024
Added 3.79%
|