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 9.23 Million shares, which have been reported (via 13F filing form) to have a value of $460 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
15,973
shares
|
$795,615
0.34% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
14,241
shares
|
$709,344
0.0% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
14,131
shares
|
$703,865
0.45% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
13,866
shares
|
$690,665
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
11,810
shares
|
$588,256
0.0% of portfolio
|
Q2 2025
Reduced 70.16%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
11,034
shares
|
$549,603
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
9,961
shares
|
$496,157
0.22% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,926
shares
|
$494,414
0.0% of portfolio
|
Q2 2025
Reduced 46.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
9,737
shares
|
$484,999
0.0% of portfolio
|
Q2 2025
Added 99.82%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
8,961
shares
|
$446,347
0.1% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,876
shares
|
$442,113
0.01% of portfolio
|
Q2 2025
Reduced 40.25%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
8,859
shares
|
$441,266
0.01% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
8,859
shares
|
$441,266
0.03% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
8,112
shares
|
$404,058
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,441
shares
|
$370,636
0.01% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
7,113
shares
|
$354,298
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
6,781
shares
|
$337,761
0.0% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
6,286
shares
|
$313,105
0.0% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,263
shares
|
$311,960
0.02% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,202
shares
|
$308,921
0.0% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
5,866
shares
|
$292,185
0.23% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,787
shares
|
$288,250
0.02% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
5,498
shares
|
$273,855
0.04% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
5,444
shares
|
$271,165
0.01% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,133
shares
|
$255,674
0.01% of portfolio
|
Q2 2025
Reduced 77.08%
|