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 108 institutions that hold shares in the stock, with a total of 9.72 Million shares, which have been reported (via 13F filing form) to have a value of $430 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
80,658
shares
|
$3.57 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
70,948
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Added 63.75%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
61,925
shares
|
$2.74 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
57,904
shares
|
$2.56 Million
0.37% of portfolio
|
Q4 2024
Reduced 82.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
53,516
shares
|
$2.37 Million
0.05% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
48,054
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
45,479
shares
|
$2.01 Million
1.29% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
45,044
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
31,382
shares
|
$1.39 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
29,821
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
28,359
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
Added 32.41%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
27,153
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
26,724
shares
|
$1.18 Million
0.26% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
26,489
shares
|
$1.17 Million
0.16% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
25,294
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
24,896
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2024
Added 44.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
24,791
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
23,107
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
22,553
shares
|
$998,872
0.76% of portfolio
|
Q4 2024
Added 11.26%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
22,435
shares
|
$993,646
0.19% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
21,348
shares
|
$945,502
0.01% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
19,174
shares
|
$849,216
0.0% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
19,144
shares
|
$847,887
0.04% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
17,027
shares
|
$754,125
0.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,938
shares
|
$750,184
0.0% of portfolio
|
Q4 2024
Added 24.91%
|