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 96 institutions that hold shares in the stock, with a total of 2.95 Million shares, which have been reported (via 13F filing form) to have a value of $314 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
5,329
shares
|
$566,099
0.08% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
5,179
shares
|
$550,165
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
5,162
shares
|
$548,359
0.01% of portfolio
|
Q1 2025
Reduced 45.54%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
4,889
shares
|
$519,358
0.03% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
4,590
shares
|
$487,595
0.04% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,420
shares
|
$469,536
0.01% of portfolio
|
Q2 2022
Reduced 29.05%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
3,955
shares
|
$420,139
0.12% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
3,831
shares
|
$406,967
0.01% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
3,782
shares
|
$401,761
0.02% of portfolio
|
Q1 2025
Reduced 66.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,752
shares
|
$292,344
0.02% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
2,715
shares
|
$288,414
0.02% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,119
shares
|
$225,101
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,039
shares
|
$216,602
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,793
shares
|
$190,470
0.0% of portfolio
|
Q4 2024
Added 108.49%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,654
shares
|
$175,704
0.12% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,038
shares
|
$110,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
936
shares
|
$99,431
0.01% of portfolio
|
Q2 2025
Reduced 41.86%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
897
shares
|
$95,288
0.0% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
866
shares
|
$91,995
0.0% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
757
shares
|
$80,416
0.05% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
699
shares
|
$74,254
0.0% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
612
shares
|
$65,012
0.01% of portfolio
|
Q1 2025
Added 56.52%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
540
shares
|
$57,364
0.0% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
505
shares
|
$53,646
0.0% of portfolio
|
Q1 2024
Added 42.25%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
372
shares
|
$39,517
0.01% of portfolio
|
Q1 2025
New holding
|