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 92 institutions that hold shares in the stock, with a total of 6.88 Million shares, which have been reported (via 13F filing form) to have a value of $300 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
823,028
shares
|
$35.9 Million
0.06% of portfolio
|
Q1 2024
Reduced 36.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
778,268
shares
|
$33.9 Million
0.02% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
557,041
shares
|
$24.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
498,436
shares
|
$21.7 Million
0.0% of portfolio
|
Q1 2024
Added 0.92%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
423,565
shares
|
$18.5 Million
3.98% of portfolio
|
Q1 2024
Reduced 22.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
405,253
shares
|
$17.7 Million
0.01% of portfolio
|
Q1 2024
Added 159.66%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
235,097
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2024
Added 68.81%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
May 13, 2024 Q1 2024 |
191,521
shares
|
$8.35 Million
1.48% of portfolio
|
Q1 2024
Added 14.31%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 18, 2024 Q1 2024 |
189,316
shares
|
$8.25 Million
5.27% of portfolio
|
Q1 2024
Added 2.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
183,925
shares
|
$8.02 Million
0.01% of portfolio
|
Q1 2024
Added 2.94%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 13, 2024 Q1 2024 |
180,373
shares
|
$7.86 Million
0.44% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
|
Appleton Partners Inc
|
Apr 01, 2024 Q1 2024 |
173,199
shares
|
$7.55 Million
0.61% of portfolio
|
Q1 2024
Added 0.69%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 09, 2024 Q1 2024 |
168,742
shares
|
$7.36 Million
0.13% of portfolio
|
Q1 2024
Added 28.25%
|
|
|
Hartford Financial Management Inc.
|
Apr 24, 2024 Q1 2024 |
162,331
shares
|
$7.08 Million
1.61% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
134,900
shares
|
$5.88 Million
1.59% of portfolio
|
Q1 2023
Added 116.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
126,704
shares
|
$5.52 Million
0.01% of portfolio
|
Q1 2024
Added 10.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
118,472
shares
|
$5.17 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
101,039
shares
|
$4.41 Million
0.01% of portfolio
|
Q1 2024
Added 4.52%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
99,081
shares
|
$4.32 Million
0.0% of portfolio
|
Q1 2024
Added 204.25%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 25, 2024 Q1 2024 |
90,261
shares
|
$3.94 Million
3.48% of portfolio
|
Q1 2024
Added 123.51%
|
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
87,177
shares
|
$3.8 Million
0.03% of portfolio
|
Q1 2024
Added 14.59%
|
|
|
First Pacific Financial
|
Apr 24, 2024 Q1 2024 |
82,903
shares
|
$3.61 Million
1.33% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
74,151
shares
|
$3.23 Million
0.05% of portfolio
|
Q1 2024
Added 10.52%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
53,319
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
47,238
shares
|
$2.06 Million
0.01% of portfolio
|
Q1 2024
Reduced 23.55%
|
|