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 104 institutions that hold shares in the stock, with a total of 5.1 Million shares, which have been reported (via 13F filing form) to have a value of $286 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
2,605
shares
|
$146,218
0.0% of portfolio
|
Q4 2023
Reduced 15.78%
|
|
Resources Management Corp
West Hartford, CT |
May 15, 2024 Q1 2024 |
1,750
shares
|
$98,227
0.01% of portfolio
|
Q4 2023
Added 3140.74%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,726
shares
|
$96,880
0.0% of portfolio
|
Q1 2024
Added 247.98%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
1,537
shares
|
$86,271
0.0% of portfolio
|
Q1 2024
Added 0.07%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
1,420
shares
|
$79,704
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
1,294
shares
|
$72,632
0.01% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Hm Payson & CO
Portland, ME |
Jun 20, 2024 Q1 2024 |
1,000
shares
|
$56,130
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 07, 2024 Q1 2024 |
852
shares
|
$47,822
0.0% of portfolio
|
Q1 2023
New holding
|
|
Sym Financial Corp
|
May 06, 2024 Q1 2024 |
843
shares
|
$47,317
0.01% of portfolio
|
Q3 2023
Reduced 70.68%
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
526
shares
|
$29,524
0.02% of portfolio
|
Q1 2024
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
400
shares
|
$22,452
0.0% of portfolio
|
Q4 2023
Reduced 11.89%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
347
shares
|
$19,477
0.0% of portfolio
|
Q3 2022
Reduced 3.61%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
335
shares
|
$18,803
0.01% of portfolio
|
Q3 2022
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
327
shares
|
$18,354
0.0% of portfolio
|
Q4 2023
Added 2.51%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
310
shares
|
$17,400
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
May 03, 2024 Q1 2024 |
300
shares
|
$16,839
0.01% of portfolio
|
Q1 2024
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
273
shares
|
$15,323
0.0% of portfolio
|
Q4 2023
Reduced 82.57%
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
266
shares
|
$14,930
0.0% of portfolio
|
Q1 2024
Reduced 57.98%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
191
shares
|
$10,720
0.0% of portfolio
|
Q1 2024
Closed
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
120
shares
|
$6,735
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
90
shares
|
$5,051
0.0% of portfolio
|
Q4 2021
New holding
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
30
shares
|
$1,683
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
30
shares
|
$1,683
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18
shares
|
$1,010
0.0% of portfolio
|
Q3 2022
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
12
shares
|
$673
0.0% of portfolio
|
Q1 2024
Reduced 82.61%
|