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 112 institutions that hold shares in the stock, with a total of 9.93 Million shares, which have been reported (via 13F filing form) to have a value of $469 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,322,004
shares
|
$62.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
1,268,046
shares
|
$59.9 Million
4.7% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
780,718
shares
|
$36.9 Million
0.05% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
645,954
shares
|
$30.5 Million
0.01% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
564,297
shares
|
$26.7 Million
0.02% of portfolio
|
Q3 2024
Added 1239.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
564,189
shares
|
$26.7 Million
0.0% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
461,206
shares
|
$21.8 Million
0.0% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
449,072
shares
|
$21.2 Million
3.49% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
281,272
shares
|
$13.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
242,632
shares
|
$11.5 Million
1.55% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
213,857
shares
|
$10.1 Million
0.01% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
185,657
shares
|
$8.78 Million
0.37% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
182,143
shares
|
$8.61 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
163,771
shares
|
$7.74 Million
0.01% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
159,518
shares
|
$7.54 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
157,499
shares
|
$7.44 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
143,175
shares
|
$6.77 Million
5.28% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
140,620
shares
|
$6.65 Million
0.45% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
134,900
shares
|
$6.38 Million
1.59% of portfolio
|
Q1 2023
Added 116.42%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
126,946
shares
|
$6 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
126,612
shares
|
$5.98 Million
3.52% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
125,761
shares
|
$5.94 Million
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
108,166
shares
|
$5.11 Million
0.03% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
106,947
shares
|
$5.06 Million
4.01% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
85,899
shares
|
$4.06 Million
0.08% of portfolio
|
Q1 2025
Added 60.51%
|