JPM Diver Ret US MC EquityJPMEETF
13F holders, Q1 2024 (March 31)78holders
$99.14avg. 13F price*
At the end of Q1 2024, 78 institutions reported holding JPM Diver Ret US MC Equity (JPME) in their 13F filings. The largest holders were Cerity Partners LLC ($66.6M), Morgan Stanley ($32.7M) and HighTower Advisors, LLC ($29.0M).
- Company
- JPM Diver Ret US MC Equity
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2024)
- CUSIP
- 46641Q886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.9M |
| Exits | 7 | $7.2M |
Ownership 78 holders
| Cerity Partners LLC | 0.18% | Reduce -0.4% | 671,346 | $66.6M |
| Morgan Stanley | 0.00% | Add +3.2% | 329,739 | $32.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.1% | 292,269 | $29.0M |
| LPL Financial LLC | 0.01% | Reduce -7.6% | 245,993 | $24.4M |
| Goldstein Advisors, LLC | 3.89% | Add +4.8% | 229,673 | $22.8M |
| CreativeOne Wealth, LLC | 0.88% | Add +39.0% | 222,040 | $22.0M |
| Trilogy Capital Inc. | 0.68% | Reduce -5.0% | 119,513 | $11.8M |
| Appleton Partners Inc. | 0.68% | Add +0.4% | 87,745 | $8.7M |
| RVW Wealth, LLC | 0.78% | Reduce -16.3% | 76,656 | $7.6M |
| Dynamic Advisor Solutions LLC | 0.23% | Add +36.0% | 69,406 | $6.9M |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 54,414 | $5.4M |
| 1900 Wealth Management LLC | 0.48% | Reduce -2.9% | 53,606 | $5.3M |
| Gateway Wealth Partners, LLC | 1.33% | Add +20.6% | 37,482 | $3.7M |
| N.E.W. Advisory Services LLC | 0.37% | Reduce -0.1% | 34,032 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +33.8% | 31,346 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 26,461 | $2.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.0% | 24,812 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.5% | 24,224 | $2.4M |
| Bank of America Corp. | 0.00% | Reduce -7.4% | 23,179 | $2.3M |
| LWM Advisory Services, LLC | 1.28% | Reduce -0.3% | 16,133 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +8.3% | 15,438 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +43.7% | 15,294 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.1% | 15,136 | $1.5M |
| KWB Wealth | 0.19% | Reduce -3.1% | 14,270 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +467.9% | 14,232 | $1.4M |
| Gallacher Capital Management LLC | 0.72% | Reduce -5.2% | 14,153 | $1.4M |
| Apella Capital, LLC | 0.07% | Reduce -0.2% | 13,900 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Reduce -17.8% | 13,124 | $1.3M |
| Richard P Slaughter Associates Inc | 0.30% | Reduce -2.4% | 12,654 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.2% | 12,139 | $1.2M |
| Empirical Asset Management, LLC | 0.55% | Reduce -6.1% | 11,527 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 10,185 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -28.4% | 10,032 | $995K |
| Choreo, LLC | 0.03% | No change | 9,927 | $984K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.4% | 9,631 | $955K |
| MML Investors Services, LLC | 0.00% | Reduce -7.1% | 7,333 | $727K |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 6,834 | $678K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -2.1% | 6,778 | $672K |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.6% | 6,568 | $652K |
| Cosner Financial Group, LLC | 0.46% | Add +0.2% | 6,454 | $640K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -86.8% | 6,383 | $633K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.9% | 6,147 | $609K |
| Harbour Investments, Inc. | 0.02% | Reduce -7.7% | 6,090 | $604K |
| Mariner, LLC | 0.00% | Reduce -2.1% | 5,794 | $574K |
| Adamsbrown Wealth Consultants LLC | 0.23% | Reduce -7.6% | 5,707 | $566K |
| Stifel Financial Corp. | 0.00% | Add +124.7% | 5,215 | $517K |
| UBS Group AG | 0.00% | New | 4,864 | $482K |
| Fifth Third Securities, Inc. | 0.05% | Add +1.2% | 4,690 | $465K |
| Cetera Investment Advisers | 0.00% | New | 4,585 | $455K |
| FSM Wealth Advisors, LLC | 0.11% | Add +17.6% | 3,229 | $320K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 2,925 | $290K |
| PFG Advisors | 0.02% | New | 2,869 | $284K |
| Intrua Financial, LLC | 0.03% | New | 2,102 | $208K |
| Raymond James & Associates | 0.00% | New | 2,027 | $201K |
| Global Retirement Partners, LLC | 0.01% | Add +0.3% | 1,877 | $186K |
| Sanctuary Wealth Management, L.L.C. | 0.15% | Reduce -19.6% | 1,830 | $181K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -10.8% | 1,799 | $169K |
| Aspire Wealth Management Corp | 0.06% | Reduce -7.0% | 995 | $99K |
| FMR LLC | 0.00% | Add +5.9% | 716 | $71K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +2.2% | 685 | $68K |
| Principal Securities, Inc. | 0.00% | Add +20.2% | 601 | $60K |
| Citigroup Inc. | 0.00% | Add +42.3% | 505 | $50K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 309 | $31K |
| Private Trust Co. NA | 0.00% | Add +22.7% | 184 | $18K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 98 | $10K |
| Rise Advisors, LLC | 0.00% | No change | 93 | $9K |
| Avior Wealth Management, LLC | 0.00% | No change | 78 | $8K |
| Aspire Private Capital, LLC | 0.00% | Reduce -2.1% | 47 | $5K |
| Assetmark, Inc. | 0.00% | Add +3600.0% | 37 | $4K |
| Investors Research Corp | 0.00% | No change | 36 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 25 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 25 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -74.6% | 15 | $1K |
| NFSG Corp | 0.00% | New | 7 | $694 |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -97.5% | 6 | $607 |
| Bank of Montreal | 0.00% | New | 3 | $297 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $91 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $67 |
"% of holder's portfolio" is JPME's weight in each manager's 13F, not the share of JPM Diver Ret US MC Equity the manager owns.