Institutional Ownership Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 3.75 Million shares, which have been reported (via 13F filing form) to have a value of $357 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
774,300
shares
|
$73.7 Million
2.08% of portfolio
|
Q4 2022
Reduced 4.27%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
671,346
shares
|
$63.9 Million
0.18% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
329,739
shares
|
$31.4 Million
0.0% of portfolio
|
Q1 2024
Added 3.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
292,269
shares
|
$27.8 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
245,993
shares
|
$23.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.61%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
May 13, 2024 Q1 2024 |
229,673
shares
|
$21.9 Million
3.89% of portfolio
|
Q1 2024
Added 6.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
222,040
shares
|
$21.1 Million
0.88% of portfolio
|
Q1 2024
Added 39.05%
|
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
119,513
shares
|
$11.4 Million
0.7% of portfolio
|
Q1 2024
Reduced 5.02%
|
|
|
Appleton Partners Inc
|
Apr 01, 2024 Q1 2024 |
87,745
shares
|
$8.35 Million
0.68% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Rvw Wealth, LLC
|
Apr 05, 2024 Q1 2024 |
76,656
shares
|
$7.3 Million
0.81% of portfolio
|
Q1 2024
Reduced 16.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
69,406
shares
|
$6.61 Million
0.24% of portfolio
|
Q1 2024
Added 35.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
54,414
shares
|
$5.18 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
|
1900 Wealth Management LLC
|
Apr 24, 2024 Q1 2024 |
53,606
shares
|
$5.1 Million
0.51% of portfolio
|
Q1 2024
Reduced 2.87%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
37,482
shares
|
$3.57 Million
1.33% of portfolio
|
Q1 2024
Added 20.64%
|
|
|
N.E.W. Advisory Services LLC
|
Apr 24, 2024 Q1 2024 |
34,032
shares
|
$3.24 Million
0.38% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
31,346
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2024
Added 33.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
26,461
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2024
Added 3.13%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
24,812
shares
|
$2.36 Million
0.02% of portfolio
|
Q1 2024
Added 4.98%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
24,224
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2024
Added 2.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
23,179
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.36%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 09, 2024 Q1 2024 |
16,133
shares
|
$1.54 Million
1.1% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,438
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2024
Added 8.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
15,294
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2024
Added 43.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
15,136
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 19, 2024 Q1 2024 |
14,270
shares
|
$1.36 Million
0.19% of portfolio
|
Q1 2024
Reduced 3.12%
|
|