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 97 institutions that hold shares in the stock, with a total of 8.05 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
14,865
shares
|
$756,182
0.57% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
14,523
shares
|
$738,785
0.13% of portfolio
|
Q3 2024
Reduced 31.27%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
14,285
shares
|
$726,677
0.21% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
14,090
shares
|
$716,758
0.0% of portfolio
|
Q3 2024
Reduced 64.92%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
13,866
shares
|
$705,363
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,560
shares
|
$689,797
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
11,532
shares
|
$586,632
0.04% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
11,205
shares
|
$569,998
0.01% of portfolio
|
Q3 2024
Added 26.48%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
11,034
shares
|
$561,299
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
10,888
shares
|
$553,872
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,022
shares
|
$509,819
0.0% of portfolio
|
Q3 2024
Reduced 57.82%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
9,683
shares
|
$492,574
0.11% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
8,859
shares
|
$450,657
0.04% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,391
shares
|
$426,850
0.01% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
8,089
shares
|
$411,487
0.01% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
8,013
shares
|
$407,621
0.17% of portfolio
|
Q3 2024
Reduced 21.79%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,915
shares
|
$351,766
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
5,335
shares
|
$271,391
0.03% of portfolio
|
Q3 2024
Reduced 14.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,296
shares
|
$269,407
0.0% of portfolio
|
Q3 2024
Reduced 16.19%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
4,618
shares
|
$234,917
0.11% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
4,430
shares
|
$225,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,932
shares
|
$149,150
0.08% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,211
shares
|
$112,473
0.0% of portfolio
|
Q2 2024
Reduced 36.9%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
1,573
shares
|
$80,018
0.01% of portfolio
|
Q3 2024
Reduced 47.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,468
shares
|
$74,677
0.0% of portfolio
|
Q2 2024
Added 2.09%
|