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 111 institutions that hold shares in the stock, with a total of 9.92 Million shares, which have been reported (via 13F filing form) to have a value of $457 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
16,662
shares
|
$767,451
0.4% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
15,973
shares
|
$735,716
0.34% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
14,855
shares
|
$684,221
0.01% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
14,537
shares
|
$669,574
0.49% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
13,866
shares
|
$638,667
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
12,271
shares
|
$565,202
0.16% of portfolio
|
Q1 2025
Reduced 16.07%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
11,447
shares
|
$527,248
0.08% of portfolio
|
Q1 2025
Reduced 27.54%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
11,034
shares
|
$508,226
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
9,987
shares
|
$460,001
0.03% of portfolio
|
Q1 2025
Added 100.42%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
9,470
shares
|
$436,188
0.21% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
9,321
shares
|
$429,325
0.08% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
8,859
shares
|
$408,045
0.01% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
8,859
shares
|
$408,045
0.04% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
8,081
shares
|
$372,210
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
7,757
shares
|
$357,287
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
7,435
shares
|
$342,456
0.06% of portfolio
|
Q1 2025
Reduced 21.75%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
7,113
shares
|
$327,624
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
7,099
shares
|
$326,979
0.01% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,986
shares
|
$321,775
0.02% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
6,764
shares
|
$311,549
0.02% of portfolio
|
Q1 2025
Reduced 60.27%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
6,550
shares
|
$301,693
0.28% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,202
shares
|
$285,664
0.0% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,844
shares
|
$269,174
0.0% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,514
shares
|
$253,974
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
5,498
shares
|
$253,237
0.04% of portfolio
|
Q1 2025
Reduced 0.15%
|