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 9.72 Million shares, which have been reported (via 13F filing form) to have a value of $430 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,900
shares
|
$217,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
4,618
shares
|
$204,531
0.11% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,932
shares
|
$129,858
0.08% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
1,573
shares
|
$69,668
0.01% of portfolio
|
Q3 2024
Reduced 47.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,468
shares
|
$65,017
0.0% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,444
shares
|
$63,954
0.0% of portfolio
|
Q4 2024
Reduced 34.69%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,127
shares
|
$49,914
0.01% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
805
shares
|
$35,653
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
436
shares
|
$19,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
421
shares
|
$18,646
0.0% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
409
shares
|
$18,114
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
400
shares
|
$17,716
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
368
shares
|
$16,298
0.0% of portfolio
|
Q1 2024
Added 46.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
282
shares
|
$12,489
0.0% of portfolio
|
Q2 2024
Added 403.57%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
273
shares
|
$12,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
232
shares
|
$10,275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
227
shares
|
$10,053
0.01% of portfolio
|
Q4 2024
Added 80.16%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
205
shares
|
$9,079
0.0% of portfolio
|
Q4 2024
Added 279.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
191
shares
|
$8,459
0.0% of portfolio
|
Q2 2024
Reduced 55.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
130
shares
|
$5,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
110
shares
|
$4,871
0.0% of portfolio
|
Q4 2024
Added 175.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
89
shares
|
$3,941
0.0% of portfolio
|
Q4 2024
Added 106.98%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
80
shares
|
$3,543
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
65
shares
|
$2,878
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
51
shares
|
$2,258
0.0% of portfolio
|
Q1 2024
Added 4.08%
|