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 $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,688
shares
|
$994,950
0.83% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
17,452
shares
|
$981,675
0.01% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,432
shares
|
$980,550
0.0% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
17,284
shares
|
$972,225
0.01% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,219
shares
|
$968,568
0.0% of portfolio
|
Q1 2025
Reduced 14.86%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
16,965
shares
|
$954,281
0.06% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
16,849
shares
|
$947,756
0.0% of portfolio
|
Q1 2025
Added 42.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,787
shares
|
$944,268
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
15,664
shares
|
$881,100
0.1% of portfolio
|
Q1 2025
Reduced 24.55%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
15,447
shares
|
$868,893
0.3% of portfolio
|
Q1 2025
Added 21.67%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
15,423
shares
|
$867,543
0.23% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
15,350
shares
|
$863,437
0.03% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,060
shares
|
$847,125
0.07% of portfolio
|
Q4 2022
Added 63.36%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,955
shares
|
$841,218
0.01% of portfolio
|
Q2 2022
Reduced 24.68%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
14,186
shares
|
$797,962
0.28% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
13,259
shares
|
$745,818
0.0% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
12,590
shares
|
$708,187
0.09% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
12,340
shares
|
$694,125
0.28% of portfolio
|
Q3 2023
Reduced 48.28%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
11,969
shares
|
$673,256
0.2% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
10,165
shares
|
$571,781
0.02% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
9,815
shares
|
$552,093
0.24% of portfolio
|
Q1 2025
Added 90.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,807
shares
|
$551,643
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
9,405
shares
|
$529,031
0.45% of portfolio
|
Q4 2022
Added 80.9%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
9,057
shares
|
$509,456
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
8,528
shares
|
$479,700
0.24% of portfolio
|
Q1 2025
Reduced 19.8%
|