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 89 institutions that hold shares in the stock, with a total of 3.06 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,837
shares
|
$611,250
0.01% of portfolio
|
Q3 2022
Added 72.23%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
5,505
shares
|
$576,483
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,091
shares
|
$533,129
0.0% of portfolio
|
Q4 2024
Reduced 16.66%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
4,734
shares
|
$495,744
0.04% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,420
shares
|
$462,862
0.01% of portfolio
|
Q2 2022
Reduced 29.05%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
4,017
shares
|
$420,660
0.14% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,922
shares
|
$410,711
0.01% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,399
shares
|
$355,943
0.02% of portfolio
|
Q3 2024
Reduced 41.85%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
3,170
shares
|
$331,962
0.08% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
2,863
shares
|
$299,813
0.02% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,837
shares
|
$297,090
0.0% of portfolio
|
Q3 2024
Reduced 27.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,119
shares
|
$221,901
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,039
shares
|
$213,524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
1,821
shares
|
$190,695
0.14% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,793
shares
|
$187,762
0.0% of portfolio
|
Q4 2024
Added 108.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,038
shares
|
$108,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
936
shares
|
$98,017
0.01% of portfolio
|
Q3 2024
Reduced 41.86%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
897
shares
|
$93,933
0.0% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
757
shares
|
$79,273
0.05% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
699
shares
|
$73,199
0.0% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
505
shares
|
$52,883
0.0% of portfolio
|
Q1 2024
Added 42.25%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
391
shares
|
$40,945
0.0% of portfolio
|
Q4 2024
Reduced 23.63%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
314
shares
|
$32,882
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
234
shares
|
$24,504
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
198
shares
|
$20,734
0.0% of portfolio
|
Q2 2024
New holding
|