JPM Diver Ret US MC EquityJPMEETF
13F holders, Q2 2024 (June 30)78holders
6new positions
7sold out
1famous investor
$95.22avg. 13F price*
At the end of Q2 2024, 78 institutions reported holding JPM Diver Ret US MC Equity (JPME) in their 13F filings, unchanged from Q1 2024. 6 opened new positions and 7 sold out. The largest holders were Cerity Partners LLC ($64.8M), Morgan Stanley ($27.9M) and HighTower Advisors, LLC ($27.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Diver Ret US MC Equity
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2024)
- CUSIP
- 46641Q886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.3M |
| Exits | 7 | $2.8M |
All 13F filers, Q1 2024 → Q2 2024: 118,538 shares bought and 197,035 shares sold, net −78,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Cerity Partners LLC | 0.18% | Add +1.4% | 681,097 | $64.8M |
| Morgan Stanley | 0.00% | Reduce -11.0% | 293,525 | $27.9M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.5% | 290,925 | $27.7M |
| Goldstein Advisors, LLC | 3.72% | Add +1.8% | 233,810 | $22.3M |
| LPL Financial LLC | 0.01% | Reduce -13.7% | 212,244 | $20.2M |
| CreativeOne Wealth, LLC | 0.83% | Reduce -22.6% | 171,945 | $16.4M |
| Trilogy Capital Inc. | 0.76% | Add +23.4% | 147,420 | $14.0M |
| Appleton Partners Inc. | 0.65% | Add +0.5% | 88,145 | $8.4M |
| RVW Wealth, LLC | 0.71% | Reduce -2.8% | 74,545 | $7.1M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +2.8% | 71,350 | $6.8M |
| 1900 Wealth Management LLC | 0.42% | Reduce -12.3% | 47,034 | $4.5M |
| Gateway Wealth Partners, LLC | 1.35% | Add +25.1% | 46,897 | $4.5M |
| Sanctuary Advisors, LLC | 0.03% | — | 44,961 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -20.4% | 43,299 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +38.1% | 43,287 | $4.1M |
| N.E.W. Advisory Services LLC | 0.38% | Add +8.7% | 36,975 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +23.6% | 32,717 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 23,375 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 22,873 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -19.9% | 19,883 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +21.1% | 17,233 | $1.6M |
| LWM Advisory Services, LLC | 1.28% | Reduce -0.9% | 15,994 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +2.5% | 15,826 | $1.5M |
| KWB Wealth | 0.19% | No change | 14,270 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.6% | 14,742 | $1.4M |
| Gallacher Capital Management LLC | 0.69% | Reduce -2.1% | 13,855 | $1.3M |
| Apella Capital, LLC | 0.06% | Reduce -3.0% | 13,479 | $1.3M |
| Richard P Slaughter Associates Inc | 0.28% | Reduce -1.8% | 12,422 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 12,215 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +54.6% | 10,566 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 10,153 | $966K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.2% | 9,650 | $919K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.7% | 9,557 | $910K |
| Choreo, LLC | 0.01% | Reduce -10.4% | 8,897 | $841K |
| Stifel Financial Corp. | 0.00% | Add +65.6% | 8,638 | $822K |
| MML Investors Services, LLC | 0.00% | Add +9.5% | 8,029 | $764K |
| Journey Strategic Wealth LLC | 0.03% | Add +20.7% | 7,705 | $733K |
| Empirical Asset Management, LLC | 0.27% | Reduce -35.1% | 7,478 | $712K |
| Landmark Wealth Management, Inc. | 0.38% | New | 7,195 | $685K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +1.7% | 6,896 | $656K |
| Cosner Financial Group, LLC | 0.42% | Reduce -2.9% | 6,265 | $596K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +224.9% | 5,845 | $590K |
| Harbour Investments, Inc. | 0.02% | Reduce -1.6% | 5,990 | $570K |
| Jones Financial Companies LLLP | 0.00% | New | 5,603 | $533K |
| Citadel Advisors | 0.00% | New | 5,276 | $502K |
| Adamsbrown Wealth Consultants LLC | 0.19% | Reduce -8.6% | 5,216 | $497K |
| Cetera Investment Advisers | 0.00% | Add +7.2% | 4,916 | $468K |
| GeoWealth Management, LLC | 0.02% | Reduce -63.6% | 4,775 | $455K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -1.4% | 4,624 | $440K |
| Teamwork Financial Advisors, LLC | 0.06% | New | 4,561 | $434K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +35.4% | 3,961 | $377K |
| Mariner, LLC | 0.00% | Reduce -32.5% | 3,910 | $372K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.6% | 3,707 | $354K |
| PFG Advisors | 0.02% | Add +13.4% | 3,255 | $310K |
| FSM Wealth Advisors, LLC | 0.10% | Reduce -1.8% | 3,170 | $302K |
| Intrua Financial, LLC | 0.03% | No change | 2,102 | $200K |
| Global Retirement Partners, LLC | 0.01% | Add +0.5% | 1,886 | $180K |
| Sanctuary Wealth Management, L.L.C. | 0.13% | Reduce -0.5% | 1,821 | $173K |
| Albion Financial Group | 0.01% | New | 1,610 | $153K |
| FMR LLC | 0.00% | Add +30.7% | 936 | $89K |
| Principal Securities, Inc. | 0.00% | Add +42.6% | 857 | $82K |
| Aspire Wealth Management Corp | 0.04% | Reduce -19.0% | 806 | $77K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +2.0% | 699 | $67K |
| Citigroup Inc. | 0.00% | No change | 505 | $48K |
| Private Trust Co. NA | 0.01% | Add +170.1% | 497 | $47K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 311 | $30K |
| Coppell Advisory Solutions LLC | 0.00% | — | 198 | $19K |
| Gleason Group, Inc. | 0.00% | New | 188 | $18K |
| Rise Advisors, LLC | 0.00% | No change | 93 | $9K |
| Avior Wealth Management, LLC | 0.00% | No change | 78 | $7K |
| Assetmark, Inc. | 0.00% | Add +5.4% | 39 | $4K |
| Investors Research Corp | 0.00% | No change | 36 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 25 | $2K |
| Wells Fargo & Company | 0.00% | Add +2100.0% | 22 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 15 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 6 | $585 |
| Bank of Montreal | 0.00% | No change | 3 | $288 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $95 |
"% 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.