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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,184
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
14,122
shares
|
$1.49 Million
1.13% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
13,732
shares
|
$1.45 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
13,710
shares
|
$1.45 Million
0.4% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
12,982
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 131.7%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
12,413
shares
|
$1.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
11,747
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Added 146.01%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
11,519
shares
|
$1.22 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
10,137
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,006
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 15.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
9,941
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,596
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,579
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,479
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
8,579
shares
|
$906,113
0.23% of portfolio
|
Q4 2024
Reduced 82.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
8,191
shares
|
$865,133
0.01% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,827
shares
|
$826,687
0.0% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,801
shares
|
$823,941
0.0% of portfolio
|
Q3 2024
Reduced 54.73%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
7,237
shares
|
$764,371
0.05% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
6,698
shares
|
$707,442
0.33% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,689
shares
|
$706,492
0.02% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
6,300
shares
|
$665,406
0.41% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
6,280
shares
|
$663,293
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
6,210
shares
|
$655,900
0.0% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,109
shares
|
$645,232
0.0% of portfolio
|
Q3 2024
Added 64.8%
|