Institutional Ownership J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 9.31 Million shares, which have been reported (via 13F filing form) to have a value of $432 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
1,248,672
shares
|
$58 Million
4.72% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
832,355
shares
|
$38.7 Million
0.01% of portfolio
|
Q2 2025
Added 28.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
796,316
shares
|
$37 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
780,718
shares
|
$36.3 Million
0.05% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
571,912
shares
|
$26.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
564,297
shares
|
$26.2 Million
0.02% of portfolio
|
Q3 2024
Added 1239.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
316,645
shares
|
$14.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.34%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
315,333
shares
|
$14.6 Million
4.33% of portfolio
|
Q2 2025
Added 97.68%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
263,455
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
242,683
shares
|
$11.3 Million
1.48% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
223,080
shares
|
$10.4 Million
0.01% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
190,340
shares
|
$8.84 Million
0.01% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
188,962
shares
|
$8.78 Million
0.34% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
182,143
shares
|
$8.46 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
156,068
shares
|
$7.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
150,714
shares
|
$7 Million
5.21% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
134,900
shares
|
$6.27 Million
1.59% of portfolio
|
Q1 2023
Added 116.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
132,756
shares
|
$6.17 Million
0.01% of portfolio
|
Q2 2025
Added 159.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
130,614
shares
|
$6.07 Million
0.0% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
126,612
shares
|
$5.88 Million
3.52% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
121,567
shares
|
$5.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
111,067
shares
|
$5.16 Million
3.85% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
108,166
shares
|
$5.02 Million
0.03% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
104,901
shares
|
$4.87 Million
0.09% of portfolio
|
Q2 2025
Added 22.12%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
95,024
shares
|
$4.41 Million
0.37% of portfolio
|
Q2 2025
Reduced 32.42%
|