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 9.05 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
59,281
shares
|
$2.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
57,508
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 74.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
53,168
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
51,599
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
51,361
shares
|
$2.52 Million
1.22% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
49,258
shares
|
$2.41 Million
0.39% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
42,022
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
41,196
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Added 74.09%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
40,848
shares
|
$2 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
34,637
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
34,631
shares
|
$1.7 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
32,301
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
31,560
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
Added 94.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
28,139
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
27,446
shares
|
$1.34 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
26,682
shares
|
$1.31 Million
0.15% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
26,014
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
24,896
shares
|
$1.22 Million
0.18% of portfolio
|
Q3 2024
Added 44.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
24,686
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
23,051
shares
|
$1.13 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
22,755
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
22,606
shares
|
$1.11 Million
0.74% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
19,376
shares
|
$949,424
0.24% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,122
shares
|
$936,978
0.04% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
18,735
shares
|
$918,015
0.0% of portfolio
|
Q3 2025
Reduced 85.66%
|
|