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 135 institutions that hold shares in the stock, with a total of 5.46 Million shares, which have been reported (via 13F filing form) to have a value of $289 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
20,762
shares
|
$1.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 43.52%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
20,415
shares
|
$1.08 Million
0.43% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
20,224
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
19,235
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
18,209
shares
|
$963,984
0.82% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
17,833
shares
|
$944,079
0.01% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
17,525
shares
|
$927,773
0.13% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,432
shares
|
$922,850
0.0% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
17,335
shares
|
$917,714
0.04% of portfolio
|
Q3 2023
Added 0.62%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
17,119
shares
|
$906,279
0.05% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,787
shares
|
$888,703
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
16,497
shares
|
$873,351
0.28% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,060
shares
|
$797,276
0.07% of portfolio
|
Q4 2022
Added 63.36%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,955
shares
|
$791,717
0.01% of portfolio
|
Q2 2022
Reduced 24.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
14,861
shares
|
$786,741
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
13,264
shares
|
$702,196
0.34% of portfolio
|
Q4 2023
Added 26.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
12,730
shares
|
$673,926
0.01% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
12,696
shares
|
$672,126
0.26% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
12,416
shares
|
$657,303
0.09% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
12,340
shares
|
$653,279
0.28% of portfolio
|
Q3 2023
Reduced 48.28%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
12,256
shares
|
$648,832
0.08% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
11,969
shares
|
$633,638
0.18% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
11,846
shares
|
$627,127
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
10,634
shares
|
$562,963
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
9,802
shares
|
$518,917
0.02% of portfolio
|
Q4 2024
Reduced 3.88%
|