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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
94
shares
|
$9,843
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
82
shares
|
$8,587
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
78
shares
|
$8,168
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
59
shares
|
$6,178
0.0% of portfolio
|
Q4 2023
Added 2850.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
36
shares
|
$3,769
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
36
shares
|
$3,769
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
25
shares
|
$2,618
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
25
shares
|
$2,618
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
13
shares
|
$1,361
0.0% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6
shares
|
$628
0.0% of portfolio
|
Q1 2024
Reduced 97.51%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3
shares
|
$314
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$104
0.0% of portfolio
|
Q3 2024
Reduced 95.45%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1
shares
|
$104
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|