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 6.89 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 |
---|---|---|---|---|---|
Kpp Advisory Services LLC
Louisville, KY |
May 14, 2024 Q1 2024 |
15,812
shares
|
$688,296
0.2% of portfolio
|
Q1 2024
New holding
|
|
Redwood Financial Network Corp
|
May 02, 2024 Q1 2024 |
14,572
shares
|
$634,319
0.58% of portfolio
|
Q1 2024
Reduced 5.03%
|
|
Hill Island Financial LLC
Grand Rapids, MI |
May 10, 2024 Q1 2024 |
14,293
shares
|
$622,174
0.21% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
14,054
shares
|
$611,770
0.0% of portfolio
|
Q1 2024
Reduced 45.68%
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
May 14, 2024 Q1 2024 |
13,866
shares
|
$603,586
0.43% of portfolio
|
Q1 2024
New holding
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
13,711
shares
|
$596,839
0.05% of portfolio
|
Q1 2024
Reduced 0.75%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
12,755
shares
|
$555,225
0.0% of portfolio
|
Q1 2024
Reduced 5.02%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
12,611
shares
|
$548,956
0.0% of portfolio
|
Q1 2024
Added 21.43%
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
10,888
shares
|
$473,954
0.49% of portfolio
|
Q4 2022
New holding
|
|
Mendel Money Management
Northbrook, IL |
May 01, 2024 Q1 2024 |
10,035
shares
|
$436,823
0.21% of portfolio
|
Q1 2024
Added 4.1%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
9,535
shares
|
$415,058
0.04% of portfolio
|
Q1 2024
Added 38.25%
|
|
Pinnacle Associates LTD
|
Apr 26, 2024 Q1 2024 |
9,040
shares
|
$393,511
0.01% of portfolio
|
Q1 2024
Reduced 19.32%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Apr 30, 2024 Q1 2024 |
9,040
shares
|
$393,511
0.04% of portfolio
|
Q1 2024
Reduced 19.32%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
7,814
shares
|
$340,143
0.0% of portfolio
|
Q1 2024
New holding
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
7,275
shares
|
$316,680
0.01% of portfolio
|
Q4 2023
Reduced 2.77%
|
|
N.E.W. Advisory Services LLC
|
Apr 24, 2024 Q1 2024 |
6,422
shares
|
$279,549
0.03% of portfolio
|
Q1 2024
Reduced 67.27%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
5,694
shares
|
$247,859
0.0% of portfolio
|
Q1 2024
Reduced 21.24%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
5,588
shares
|
$243,245
0.01% of portfolio
|
Q1 2024
New holding
|
|
Hengehold Capital Management LLC
|
Apr 15, 2024 Q1 2024 |
4,764
shares
|
$207,376
0.02% of portfolio
|
Q4 2023
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
3,504
shares
|
$152,529
0.0% of portfolio
|
Q4 2023
Reduced 13.72%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Apr 29, 2024 Q1 2024 |
3,136
shares
|
$136,510
0.09% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
2,182
shares
|
$94,982
0.0% of portfolio
|
Q4 2023
Reduced 43.79%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
1,438
shares
|
$62,596
0.0% of portfolio
|
Q1 2024
Added 2.2%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
841
shares
|
$36,608
0.0% of portfolio
|
Q1 2024
Reduced 38.66%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Apr 17, 2024 Q1 2024 |
805
shares
|
$35,041
0.02% of portfolio
|
Q4 2023
New holding
|