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 99 institutions that hold shares in the stock, with a total of 7.95 Million shares, which have been reported (via 13F filing form) to have a value of $381 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,211,892
shares
|
$58.1 Million
5.09% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
780,718
shares
|
$37.4 Million
0.05% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
564,297
shares
|
$27.1 Million
0.02% of portfolio
|
Q3 2024
Added 1239.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
553,045
shares
|
$26.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
485,046
shares
|
$23.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
480,392
shares
|
$23 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
383,263
shares
|
$18.4 Million
3.23% of portfolio
|
Q4 2024
Added 58.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
258,484
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
228,895
shares
|
$11 Million
1.56% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
190,829
shares
|
$9.15 Million
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
177,764
shares
|
$8.52 Million
0.39% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
177,701
shares
|
$8.52 Million
0.63% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
166,857
shares
|
$8 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
161,040
shares
|
$7.72 Million
1.64% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
155,743
shares
|
$7.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
154,909
shares
|
$7.43 Million
0.42% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
142,704
shares
|
$6.84 Million
0.01% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
138,633
shares
|
$6.65 Million
0.0% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
134,900
shares
|
$6.47 Million
1.59% of portfolio
|
Q1 2023
Added 116.42%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
99,387
shares
|
$4.77 Million
3.41% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
97,532
shares
|
$4.68 Million
0.03% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
84,673
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.19%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
80,658
shares
|
$3.87 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
65,140
shares
|
$3.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
57,904
shares
|
$2.78 Million
0.37% of portfolio
|
Q4 2024
Reduced 82.62%
|