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 130 institutions that hold shares in the stock, with a total of 4.94 Million shares, which have been reported (via 13F filing form) to have a value of $281 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Aug 09, 2024 Q2 2024 |
19,296
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2024
Reduced 32.73%
|
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
18,665
shares
|
$1.06 Million
0.15% of portfolio
|
Q2 2024
Added 78.14%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 24, 2024 Q2 2024 |
17,902
shares
|
$1.02 Million
0.47% of portfolio
|
Q2 2024
Added 36.49%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
17,808
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2024
Reduced 45.79%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
17,393
shares
|
$989,139
0.0% of portfolio
|
Q2 2024
Added 3.65%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 23, 2024 Q2 2024 |
17,381
shares
|
$988,457
0.38% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
17,335
shares
|
$985,841
0.04% of portfolio
|
Q3 2023
Added 0.62%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,787
shares
|
$954,676
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
16,133
shares
|
$917,483
0.0% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
|
Accel Wealth Management
|
Jul 12, 2024 Q2 2024 |
15,750
shares
|
$895,702
0.35% of portfolio
|
Q2 2024
Added 3.24%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
15,231
shares
|
$866,186
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,060
shares
|
$856,462
0.07% of portfolio
|
Q4 2022
Added 63.36%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,955
shares
|
$850,490
0.01% of portfolio
|
Q2 2022
Reduced 24.68%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
14,467
shares
|
$822,738
0.05% of portfolio
|
Q2 2024
Reduced 24.82%
|
|
|
Slow Capital, Inc.
|
Jul 24, 2024 Q2 2024 |
13,730
shares
|
$780,825
0.12% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 12, 2024 Q2 2024 |
13,264
shares
|
$754,323
0.39% of portfolio
|
Q4 2023
Added 26.4%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Aug 02, 2024 Q2 2024 |
12,600
shares
|
$716,562
0.09% of portfolio
|
Q2 2024
Reduced 10.01%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
12,340
shares
|
$701,775
0.28% of portfolio
|
Q3 2023
Reduced 48.28%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 10, 2024 Q2 2024 |
11,969
shares
|
$680,677
0.17% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
11,791
shares
|
$670,554
0.02% of portfolio
|
Q2 2024
Added 62.54%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
11,115
shares
|
$632,110
0.0% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
11,101
shares
|
$631,313
0.0% of portfolio
|
Q2 2024
Added 111.97%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 14, 2024 Q2 2024 |
10,443
shares
|
$593,893
0.02% of portfolio
|
Q2 2024
Reduced 26.05%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
10,233
shares
|
$581,950
0.19% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
9,764
shares
|
$555,278
0.03% of portfolio
|
Q2 2024
Reduced 3.28%
|