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 |
|---|---|---|---|---|---|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
2,055
shares
|
$123,402
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,661
shares
|
$99,743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,605
shares
|
$96,380
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,529
shares
|
$91,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
1,520
shares
|
$91,276
0.01% of portfolio
|
Q1 2025
Added 323.4%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$60,050
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
972
shares
|
$58,368
0.0% of portfolio
|
Q1 2025
Reduced 26.31%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
900
shares
|
$54,045
0.01% of portfolio
|
Q4 2024
Reduced 48.57%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
843
shares
|
$50,622
0.01% of portfolio
|
Q3 2023
Reduced 70.68%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
May 07, 2025 Q1 2025 |
769
shares
|
$46,178
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
681
shares
|
$40,894
0.0% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
480
shares
|
$28,824
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
401
shares
|
$24,080
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
365
shares
|
$21,918
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
351
shares
|
$21,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
342
shares
|
$20,537
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
335
shares
|
$20,116
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
310
shares
|
$18,615
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
273
shares
|
$16,393
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
216
shares
|
$12,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
100
shares
|
$6,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
83
shares
|
$4,984
0.0% of portfolio
|
Q2 2024
Reduced 69.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
80
shares
|
$4,804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
78
shares
|
$4,683
0.0% of portfolio
|
Q1 2025
Reduced 65.02%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
27
shares
|
$1,621
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|