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 97 institutions that hold shares in the stock, with a total of 8.05 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,263
shares
|
$64,248
0.01% of portfolio
|
Q3 2024
Added 50.18%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
805
shares
|
$40,950
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
800
shares
|
$40,696
0.0% of portfolio
|
Q1 2023
Added 18.52%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
406
shares
|
$20,653
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
406
shares
|
$20,653
0.0% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
368
shares
|
$18,720
0.0% of portfolio
|
Q1 2024
Added 46.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
282
shares
|
$14,345
0.0% of portfolio
|
Q2 2024
Added 403.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
191
shares
|
$9,716
0.0% of portfolio
|
Q2 2024
Reduced 55.58%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
126
shares
|
$6,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
80
shares
|
$4,069
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70
shares
|
$3,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
65
shares
|
$3,306
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
54
shares
|
$2,746
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
51
shares
|
$2,594
0.0% of portfolio
|
Q1 2024
Added 4.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
43
shares
|
$2,187
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$2,034
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
32
shares
|
$1,627
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6
shares
|
$305
0.0% of portfolio
|
Q1 2024
Reduced 62.5%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3
shares
|
$152
0.0% of portfolio
|
Q3 2024
Reduced 99.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|