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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,723
shares
|
$96,918
0.02% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,717
shares
|
$96,581
0.01% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,623
shares
|
$91,293
0.01% of portfolio
|
Q1 2025
Added 106.23%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,539
shares
|
$86,568
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,495
shares
|
$84,093
0.07% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
953
shares
|
$53,606
0.0% of portfolio
|
Q4 2024
Reduced 20.52%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
906
shares
|
$50,962
0.0% of portfolio
|
Q1 2025
Reduced 25.25%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
900
shares
|
$50,625
0.03% of portfolio
|
Q2 2024
Reduced 42.97%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
900
shares
|
$50,625
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
793
shares
|
$44,606
0.0% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
685
shares
|
$38,531
0.01% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
685
shares
|
$38,531
0.0% of portfolio
|
Q1 2025
Reduced 42.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
350
shares
|
$19,687
0.0% of portfolio
|
Q4 2024
Reduced 68.78%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
300
shares
|
$16,875
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
293
shares
|
$16,481
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
278
shares
|
$15,637
0.0% of portfolio
|
Q1 2025
Reduced 89.53%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
271
shares
|
$15,243
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
244
shares
|
$13,725
0.0% of portfolio
|
Q4 2024
Added 154.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
234
shares
|
$13,162
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
229
shares
|
$12,881
0.0% of portfolio
|
Q1 2025
Reduced 29.1%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
175
shares
|
$9,843
0.01% of portfolio
|
Q1 2024
Added 28.68%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
155
shares
|
$8,718
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
117
shares
|
$6,581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
100
shares
|
$5,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
90
shares
|
$5,062
0.0% of portfolio
|
Q4 2023
New holding
|