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 125 institutions that hold shares in the stock, with a total of 7.43 Million shares, which have been reported (via 13F filing form) to have a value of $396 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
51,843
shares
|
$2.76 Million
1.41% of portfolio
|
Q2 2023
Added 2.23%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
44,836
shares
|
$2.39 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
43,660
shares
|
$2.33 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
42,050
shares
|
$2.24 Million
1.02% of portfolio
|
Q3 2024
Added 25.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
41,679
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
36,759
shares
|
$1.96 Million
0.34% of portfolio
|
Q3 2024
Reduced 32.12%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
34,338
shares
|
$1.83 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,493
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,117
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2024
Added 47.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
30,028
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,887
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.42%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
28,223
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
26,827
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
25,989
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
25,525
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
24,723
shares
|
$1.32 Million
0.96% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
24,088
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
23,071
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
22,519
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.07%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
22,137
shares
|
$1.18 Million
1.11% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,554
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2022
Added 124.54%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
21,052
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
20,667
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
19,950
shares
|
$1.06 Million
0.46% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
19,358
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 11.3%
|