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 |
|---|---|---|---|---|---|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,253
shares
|
$241,953
0.03% of portfolio
|
Q2 2025
Reduced 74.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
4,873
shares
|
$224,450
0.0% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
4,611
shares
|
$212,382
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,932
shares
|
$135,047
0.08% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,108
shares
|
$97,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,573
shares
|
$72,452
0.0% of portfolio
|
Q2 2025
Reduced 47.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,468
shares
|
$67,616
0.0% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,175
shares
|
$54,120
0.0% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,101
shares
|
$50,712
0.01% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
805
shares
|
$37,078
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
620
shares
|
$28,557
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
436
shares
|
$20,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
422
shares
|
$19,437
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
416
shares
|
$19,160
0.0% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
368
shares
|
$16,950
0.0% of portfolio
|
Q1 2024
Added 46.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
282
shares
|
$12,988
0.0% of portfolio
|
Q2 2024
Added 403.57%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
273
shares
|
$12,574
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
232
shares
|
$10,685
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
226
shares
|
$10,409
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
130
shares
|
$5,987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
82
shares
|
$3,776
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
65
shares
|
$2,993
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
54
shares
|
$2,487
0.0% of portfolio
|
Q1 2025
Reduced 73.66%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
51
shares
|
$2,349
0.0% of portfolio
|
Q1 2024
Added 4.08%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
50
shares
|
$2,303
0.0% of portfolio
|
Q4 2024
New holding
|