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 |
|---|---|---|---|---|---|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
8,453
shares
|
$475,481
0.14% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
8,312
shares
|
$467,550
0.05% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
8,061
shares
|
$453,431
0.0% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,817
shares
|
$439,706
0.32% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
7,612
shares
|
$428,175
0.29% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,605
shares
|
$427,781
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,443
shares
|
$418,668
0.01% of portfolio
|
Q3 2024
Reduced 36.88%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
7,175
shares
|
$403,593
0.05% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
5,688
shares
|
$319,950
0.16% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,243
shares
|
$294,918
0.0% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
5,125
shares
|
$288,281
0.0% of portfolio
|
Q1 2025
Reduced 59.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,789
shares
|
$269,381
0.01% of portfolio
|
Q1 2025
Reduced 30.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,683
shares
|
$263,418
0.0% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,657
shares
|
$261,956
0.05% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
4,559
shares
|
$256,443
0.14% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
4,503
shares
|
$253,293
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
4,503
shares
|
$253,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
4,276
shares
|
$240,525
0.03% of portfolio
|
Q1 2025
Reduced 65.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
4,275
shares
|
$240,468
0.0% of portfolio
|
Q1 2025
Reduced 32.34%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,251
shares
|
$239,118
0.0% of portfolio
|
Q4 2024
Reduced 36.32%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
4,121
shares
|
$231,806
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
4,093
shares
|
$230,231
0.02% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,345
shares
|
$131,906
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
2,344
shares
|
$131,850
0.02% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,014
shares
|
$113,287
0.02% of portfolio
|
Q1 2025
Added 5.94%
|