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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
9,037
shares
|
$481,400
0.16% of portfolio
|
Q3 2024
Reduced 98.18%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
8,918
shares
|
$475,061
0.36% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,236
shares
|
$438,731
0.0% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,782
shares
|
$414,547
0.35% of portfolio
|
Q3 2024
Added 49.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
7,715
shares
|
$410,978
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
7,629
shares
|
$406,396
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,443
shares
|
$396,488
0.01% of portfolio
|
Q3 2024
Reduced 36.88%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,157
shares
|
$381,253
0.06% of portfolio
|
Q3 2024
Reduced 61.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,902
shares
|
$367,669
0.01% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
6,676
shares
|
$355,630
0.01% of portfolio
|
Q3 2024
Added 40.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,632
shares
|
$353,286
0.0% of portfolio
|
Q3 2024
Reduced 31.96%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
6,276
shares
|
$334,322
0.18% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
6,139
shares
|
$327,024
0.04% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
5,904
shares
|
$314,506
0.19% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
5,267
shares
|
$280,573
0.01% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,957
shares
|
$264,059
0.02% of portfolio
|
Q2 2024
Reduced 25.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,625
shares
|
$246,373
0.0% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
4,561
shares
|
$242,964
0.02% of portfolio
|
Q3 2024
Reduced 42.43%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
4,356
shares
|
$232,044
0.05% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
4,141
shares
|
$220,591
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
3,788
shares
|
$201,786
0.02% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,878
shares
|
$153,311
0.02% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,656
shares
|
$141,485
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,495
shares
|
$132,908
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,345
shares
|
$124,918
0.0% of portfolio
|
Q2 2024
New holding
|