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 |
---|---|---|---|---|---|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
800
shares
|
$34,824
0.0% of portfolio
|
Q1 2023
Added 18.52%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
736
shares
|
$32,038
0.0% of portfolio
|
Q1 2024
Added 3580.0%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
430
shares
|
$18,717
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
368
shares
|
$16,019
0.0% of portfolio
|
Q1 2024
Added 46.03%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
205
shares
|
$8,923
0.0% of portfolio
|
Q1 2024
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2024 Q1 2024 |
181
shares
|
$7,878
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
65
shares
|
$2,829
0.0% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
56
shares
|
$2,437
0.0% of portfolio
|
Q4 2023
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
54
shares
|
$2,350
0.0% of portfolio
|
Q2 2023
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
51
shares
|
$2,220
0.0% of portfolio
|
Q1 2024
Added 4.08%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
43
shares
|
$1,871
0.0% of portfolio
|
Q1 2023
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
32
shares
|
$1,392
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
22
shares
|
$957
0.0% of portfolio
|
Q4 2021
Reduced 77.32%
|
|
Family Asset Management, LLC
Charleston, SC |
May 14, 2024 Q1 2024 |
6
shares
|
$261
0.0% of portfolio
|
Q1 2024
Reduced 62.5%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|