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 $356 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
14,232
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2024
Added 467.92%
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 06, 2024 Q1 2024 |
14,153
shares
|
$1.34 Million
0.71% of portfolio
|
Q1 2024
Reduced 5.18%
|
|
Apella Capital, LLC
|
Apr 10, 2024 Q1 2024 |
13,900
shares
|
$1.32 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
13,124
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2024
Closed
|
|
Richard P Slaughter Associates Inc
|
Apr 09, 2024 Q1 2024 |
12,654
shares
|
$1.2 Million
0.34% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
12,139
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.19%
|
|
Empirical Asset Management, LLC
|
May 10, 2024 Q1 2024 |
11,527
shares
|
$1.09 Million
0.38% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
10,185
shares
|
$964,926
0.0% of portfolio
|
Q1 2024
Added 2.2%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
10,032
shares
|
$950,431
0.02% of portfolio
|
Q1 2024
Reduced 28.42%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
9,927
shares
|
$940,483
0.03% of portfolio
|
Q4 2023
Added 0.28%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
9,631
shares
|
$912,440
0.01% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
7,333
shares
|
$694,728
0.0% of portfolio
|
Q1 2024
Reduced 7.07%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
6,834
shares
|
$647,453
0.0% of portfolio
|
Q1 2024
Added 2.37%
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
6,778
shares
|
$642,147
0.06% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
6,601
shares
|
$625,378
0.03% of portfolio
|
Q4 2023
Added 3.08%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
6,568
shares
|
$622,252
0.0% of portfolio
|
Q1 2024
Reduced 42.64%
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 02, 2024 Q1 2024 |
6,454
shares
|
$611,451
0.46% of portfolio
|
Q1 2024
Added 0.23%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
6,383
shares
|
$604,725
0.03% of portfolio
|
Q1 2024
Reduced 86.75%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
6,147
shares
|
$582,366
0.0% of portfolio
|
Q1 2024
Reduced 17.95%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,837
shares
|
$552,997
0.01% of portfolio
|
Q3 2022
Added 72.23%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
5,794
shares
|
$548,923
0.0% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 30, 2024 Q1 2024 |
5,707
shares
|
$540,681
0.23% of portfolio
|
Q1 2024
Reduced 7.56%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
5,215
shares
|
$494,069
0.0% of portfolio
|
Q1 2024
Added 124.69%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,864
shares
|
$460,815
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fifth Third Securities, Inc.
|
Apr 17, 2024 Q1 2024 |
4,690
shares
|
$444,330
0.05% of portfolio
|
Q1 2024
Added 1.16%
|