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 115 institutions that hold shares in the stock, with a total of 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
9,399
shares
|
$641,387
0.0% of portfolio
|
Q3 2025
Added 54.49%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
9,366
shares
|
$639,135
0.34% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
9,366
shares
|
$639,135
0.0% of portfolio
|
Q3 2025
Reduced 20.18%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
9,346
shares
|
$637,771
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
8,758
shares
|
$597,645
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
8,682
shares
|
$592,459
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,321
shares
|
$567,825
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
8,203
shares
|
$559,772
0.25% of portfolio
|
Q3 2025
Added 63.6%
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
7,946
shares
|
$542,235
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
7,854
shares
|
$535,956
0.28% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
7,593
shares
|
$518,146
0.05% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
7,585
shares
|
$517,600
0.06% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
7,311
shares
|
$498,902
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 03, 2025 Q3 2025 |
7,076
shares
|
$482,866
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
6,923
shares
|
$472,425
0.0% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
6,914
shares
|
$471,811
0.26% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
5,973
shares
|
$407,597
0.0% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,940
shares
|
$405,345
0.0% of portfolio
|
Q3 2025
Reduced 70.52%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
5,805
shares
|
$396,133
0.01% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,712
shares
|
$389,786
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
5,607
shares
|
$382,621
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,381
shares
|
$367,199
0.0% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
4,262
shares
|
$290,838
0.03% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
4,198
shares
|
$286,471
0.01% of portfolio
|
Q3 2025
Added 152.74%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,088
shares
|
$278,965
0.11% of portfolio
|
Q1 2023
Reduced 2.06%
|
|