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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
52,973
shares
|
$2.69 Million
0.06% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
47,282
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
46,423
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Added 30.11%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
43,326
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Added 260.51%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
42,084
shares
|
$2.14 Million
1.3% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
29,488
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
27,856
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
26,910
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.22%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
26,460
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
26,201
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
25,904
shares
|
$1.32 Million
0.29% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
24,923
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
24,896
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2024
Added 44.9%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
22,854
shares
|
$1.16 Million
0.31% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
21,965
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,451
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.65%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
21,418
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Added 51.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
20,643
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
20,271
shares
|
$1.03 Million
0.74% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
19,144
shares
|
$973,855
0.0% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
17,580
shares
|
$894,294
0.0% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
16,997
shares
|
$864,637
0.05% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
16,965
shares
|
$863,009
0.37% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
16,629
shares
|
$845,917
0.43% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
15,779
shares
|
$802,677
0.01% of portfolio
|
Q3 2024
Added 10.1%
|