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 111 institutions that hold shares in the stock, with a total of 9.92 Million shares, which have been reported (via 13F filing form) to have a value of $457 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
75,267
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 89.94%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
73,466
shares
|
$3.38 Million
0.65% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
64,618
shares
|
$2.98 Million
0.04% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
52,505
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
51,130
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Added 166.83%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
47,924
shares
|
$2.21 Million
1.29% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
47,377
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
45,552
shares
|
$2.1 Million
0.36% of portfolio
|
Q2 2025
Added 66.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
39,576
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
39,181
shares
|
$1.8 Million
1.8% of portfolio
|
Q1 2025
Added 24.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
38,423
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Added 100.39%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
33,819
shares
|
$1.56 Million
0.12% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
32,688
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
28,455
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 76.31%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
27,094
shares
|
$1.25 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
26,623
shares
|
$1.23 Million
0.14% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
26,172
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
24,896
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2024
Added 44.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
23,260
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
22,798
shares
|
$1.05 Million
0.19% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
22,400
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
21,873
shares
|
$1.01 Million
0.69% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,972
shares
|
$873,850
0.04% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
18,399
shares
|
$847,457
0.0% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
16,980
shares
|
$782,098
0.0% of portfolio
|
Q1 2025
Reduced 31.51%
|