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 113 institutions that hold shares in the stock, with a total of 3.96 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
488,451
shares
|
$31.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
477,080
shares
|
$31.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
299,386
shares
|
$19.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
219,536
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
209,350
shares
|
$13.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
161,839
shares
|
$10.6 Million
5.43% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
157,813
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
134,848
shares
|
$8.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
125,018
shares
|
$8.16 Million
0.95% of portfolio
|
Q1 2023
Added 7.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
115,859
shares
|
$7.56 Million
0.0% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
108,970
shares
|
$7.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
105,134
shares
|
$6.86 Million
4.44% of portfolio
|
Q2 2025
Added 13571.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
102,337
shares
|
$6.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
101,855
shares
|
$6.65 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.78%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
93,330
shares
|
$6.09 Million
3.89% of portfolio
|
Q4 2023
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
93,330
shares
|
$6.09 Million
0.74% of portfolio
|
Q1 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
69,349
shares
|
$4.53 Million
0.77% of portfolio
|
Q2 2025
Reduced 31.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,764
shares
|
$3.44 Million
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
48,835
shares
|
$3.19 Million
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
43,836
shares
|
$2.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,416
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
37,904
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
29,617
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
29,564
shares
|
$1.93 Million
0.9% of portfolio
|
Q2 2025
Added 55.06%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
29,129
shares
|
$1.9 Million
0.78% of portfolio
|
Q2 2025
Reduced 36.3%
|