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 |
|---|---|---|---|---|---|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
9,694
shares
|
$582,124
0.35% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
9,487
shares
|
$569,694
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
9,350
shares
|
$561,467
0.23% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
8,831
shares
|
$530,301
0.07% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,758
shares
|
$525,917
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,562
shares
|
$514,148
0.0% of portfolio
|
Q1 2025
Reduced 30.54%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
7,946
shares
|
$477,157
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
7,928
shares
|
$476,076
0.26% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
7,608
shares
|
$456,860
0.05% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,167
shares
|
$430,378
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
7,076
shares
|
$424,913
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
6,940
shares
|
$416,747
0.25% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
6,735
shares
|
$404,436
0.0% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
6,704
shares
|
$402,575
0.23% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,701
shares
|
$342,345
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
5,605
shares
|
$336,580
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,344
shares
|
$320,907
0.0% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
5,227
shares
|
$313,881
0.15% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,088
shares
|
$245,484
0.11% of portfolio
|
Q1 2023
Reduced 2.06%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
4,041
shares
|
$242,662
0.0% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
3,855
shares
|
$231,492
0.01% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
3,678
shares
|
$220,863
0.12% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
3,664
shares
|
$220,023
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,082
shares
|
$185,074
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,153
shares
|
$129,287
0.0% of portfolio
|
Q1 2025
Reduced 3.37%
|