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 9.68 Million shares, which have been reported (via 13F filing form) to have a value of $392 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
16,821
shares
|
$681,082
0.43% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
16,349
shares
|
$661,971
0.38% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16,139
shares
|
$653,468
0.0% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
15,797
shares
|
$639,620
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
15,693
shares
|
$635,409
0.01% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
14,869
shares
|
$602,045
0.53% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
14,621
shares
|
$592,004
0.2% of portfolio
|
Q4 2024
Reduced 36.02%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
14,323
shares
|
$579,938
0.21% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
13,866
shares
|
$561,434
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
11,034
shares
|
$446,766
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
9,556
shares
|
$386,922
0.11% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
9,501
shares
|
$384,695
0.08% of portfolio
|
Q4 2024
Reduced 34.58%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
8,859
shares
|
$358,700
0.01% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
8,859
shares
|
$358,700
0.04% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
8,738
shares
|
$353,801
0.19% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
8,063
shares
|
$326,470
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,938
shares
|
$321,409
0.03% of portfolio
|
Q4 2024
Reduced 31.17%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,746
shares
|
$313,635
0.01% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
7,259
shares
|
$293,916
0.01% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
6,627
shares
|
$268,327
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
5,582
shares
|
$226,015
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
5,498
shares
|
$222,614
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,393
shares
|
$218,362
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
4,983
shares
|
$201,761
0.02% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,941
shares
|
$200,061
0.0% of portfolio
|
Q4 2024
Reduced 6.7%
|