Institutional Ownership Jp Morgan Diversified Return I (JPIN)
This table provides information about the institutional ownership of Jp Morgan Diversified Return I (JPIN). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 5.1 Million shares, which have been reported (via 13F filing form) to have a value of $283 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
663,836
shares
|
$36.8 Million
0.1% of portfolio
|
Q1 2024
Reduced 10.29%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
654,673
shares
|
$36.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
458,899
shares
|
$25.5 Million
0.0% of portfolio
|
Q1 2024
Added 17.02%
|
|
|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
329,078
shares
|
$18.3 Million
0.52% of portfolio
|
Q4 2022
Reduced 5.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
320,240
shares
|
$17.8 Million
0.0% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
265,453
shares
|
$14.7 Million
0.04% of portfolio
|
Q1 2024
Reduced 12.26%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
192,250
shares
|
$10.7 Million
0.01% of portfolio
|
Q1 2024
Added 217.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
140,274
shares
|
$7.79 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
138,674
shares
|
$7.7 Million
0.0% of portfolio
|
Q1 2024
Added 48.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
133,129
shares
|
$7.39 Million
0.0% of portfolio
|
Q1 2024
Added 6.34%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
125,018
shares
|
$6.94 Million
0.95% of portfolio
|
Q1 2023
Added 7.03%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 26, 2024 Q1 2024 |
122,865
shares
|
$6.82 Million
4.22% of portfolio
|
Q1 2024
Added 5.57%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
101,855
shares
|
$5.65 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.78%
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
93,330
shares
|
$5.18 Million
0.73% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
93,330
shares
|
$5.18 Million
3.89% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
86,049
shares
|
$4.78 Million
0.0% of portfolio
|
Q1 2024
Added 610.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
82,531
shares
|
$4.58 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.94%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 10, 2024 Q1 2024 |
81,878
shares
|
$4.54 Million
1.19% of portfolio
|
Q1 2024
Added 8.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
72,146
shares
|
$4 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
63,527
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2024
Reduced 17.49%
|
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
55,188
shares
|
$3.06 Million
0.08% of portfolio
|
Q1 2024
Added 20.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
52,917
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2024
Added 3.16%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
51,258
shares
|
$2.84 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
48,290
shares
|
$2.68 Million
0.0% of portfolio
|
Q1 2024
Reduced 60.53%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
42,501
shares
|
$2.36 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.05%
|
|