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 |
|---|---|---|---|---|---|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
5,103
shares
|
$254,180
0.04% of portfolio
|
Q2 2025
Reduced 31.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
4,069
shares
|
$202,676
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,932
shares
|
$146,042
0.08% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,915
shares
|
$145,196
0.0% of portfolio
|
Q3 2025
Added 97066.67%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,573
shares
|
$78,351
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
|
$73,121
0.0% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,175
shares
|
$58,526
0.0% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
941
shares
|
$46,871
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
805
shares
|
$40,097
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
757
shares
|
$37,706
0.0% of portfolio
|
Q3 2025
Reduced 38.65%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
685
shares
|
$34,119
0.0% of portfolio
|
Q3 2025
Reduced 37.78%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
436
shares
|
$21,717
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
417
shares
|
$20,770
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
413
shares
|
$20,571
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
349
shares
|
$17,383
0.0% of portfolio
|
Q2 2025
Reduced 96.51%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
276
shares
|
$13,747
0.01% of portfolio
|
Q2 2025
Added 22.12%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
253
shares
|
$12,601
0.0% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
232
shares
|
$11,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
201
shares
|
$10,011
0.0% of portfolio
|
Q2 2025
Added 336.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
130
shares
|
$6,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
111
shares
|
$5,528
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
103
shares
|
$5,130
0.0% of portfolio
|
Q2 2025
Reduced 63.48%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
96
shares
|
$4,781
0.0% of portfolio
|
Q2 2025
Added 17.07%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
65
shares
|
$3,237
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
54
shares
|
$2,689
0.0% of portfolio
|
Q1 2025
Reduced 73.66%
|