Institutional Ownership Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 5.02 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
345,021
shares
|
$19.4 Million
0.07% of portfolio
|
Q1 2025
Added 47.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
299,036
shares
|
$16.8 Million
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
243,067
shares
|
$13.7 Million
0.16% of portfolio
|
Q1 2025
Added 55.14%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
210,509
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
195,474
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
193,921
shares
|
$10.9 Million
0.06% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
188,972
shares
|
$10.6 Million
1.92% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
185,751
shares
|
$10.4 Million
3.7% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
151,773
shares
|
$8.54 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
150,560
shares
|
$8.47 Million
1.01% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
149,415
shares
|
$8.4 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
142,965
shares
|
$8.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
142,248
shares
|
$8 Million
0.12% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
128,646
shares
|
$7.24 Million
0.22% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
125,388
shares
|
$7.05 Million
0.75% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
117,279
shares
|
$6.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
97,327
shares
|
$5.47 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
92,530
shares
|
$5.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
90,775
shares
|
$5.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
87,249
shares
|
$4.91 Million
0.01% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
84,119
shares
|
$4.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
75,572
shares
|
$4.25 Million
0.0% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
73,938
shares
|
$4.16 Million
0.5% of portfolio
|
Q1 2025
Added 28.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
73,439
shares
|
$4.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
69,296
shares
|
$3.9 Million
2.12% of portfolio
|
Q1 2025
Reduced 15.64%
|