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 107 institutions that hold shares in the stock, with a total of 4.28 Million shares, which have been reported (via 13F filing form) to have a value of $257 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
501,889
shares
|
$30.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
482,109
shares
|
$29 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
300,262
shares
|
$18 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
233,667
shares
|
$14 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
232,955
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
158,516
shares
|
$9.52 Million
0.02% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
156,170
shares
|
$9.38 Million
5.02% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
136,872
shares
|
$8.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
133,980
shares
|
$8.05 Million
0.0% of portfolio
|
Q1 2025
Added 269.09%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
125,018
shares
|
$7.51 Million
0.95% of portfolio
|
Q1 2023
Added 7.03%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
112,559
shares
|
$6.76 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
108,970
shares
|
$6.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
108,947
shares
|
$6.54 Million
0.0% of portfolio
|
Q1 2025
Added 13.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
104,482
shares
|
$6.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
101,855
shares
|
$6.12 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.78%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
101,755
shares
|
$6.11 Million
1.18% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
93,330
shares
|
$5.6 Million
3.89% of portfolio
|
Q4 2023
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
93,330
shares
|
$5.6 Million
0.6% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
62,161
shares
|
$3.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
60,512
shares
|
$3.63 Million
0.01% of portfolio
|
Q1 2025
Added 52.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,764
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
52,263
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
48,795
shares
|
$2.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
45,726
shares
|
$2.75 Million
1.18% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,416
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Added 2.92%
|