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 88 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $320 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
692,280
shares
|
$73.1 Million
0.16% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
292,171
shares
|
$30.9 Million
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
288,484
shares
|
$30.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
224,974
shares
|
$23.8 Million
0.86% of portfolio
|
Q3 2024
Added 30.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
215,297
shares
|
$22.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
143,328
shares
|
$15.1 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
126,823
shares
|
$13.4 Million
1.78% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
105,315
shares
|
$11.1 Million
0.47% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
86,798
shares
|
$9.17 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
72,808
shares
|
$7.69 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
72,758
shares
|
$7.68 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
47,289
shares
|
$4.99 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,276
shares
|
$4.89 Million
0.02% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,578
shares
|
$4.81 Million
0.03% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
43,218
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
41,778
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2024
Added 27.7%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
41,527
shares
|
$4.39 Million
0.41% of portfolio
|
Q4 2024
Reduced 18.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
23,496
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
22,270
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,029
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
17,559
shares
|
$1.85 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
16,693
shares
|
$1.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
16,494
shares
|
$1.74 Million
0.21% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
15,516
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 46.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,685
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|