JPM Diver Ret US MC EquityJPMEETF
13F holders, Q3 2024 (September 30)82holders +4
8new positions
4sold out
$105.06avg. 13F price*
At the end of Q3 2024, 82 institutions reported holding JPM Diver Ret US MC Equity (JPME) in their 13F filings, up 4 from Q2 2024. 8 opened new positions and 4 sold out. The largest holders were Cerity Partners LLC ($72.7M), HighTower Advisors, LLC ($30.7M) and Morgan Stanley ($30.3M).
- Company
- JPM Diver Ret US MC Equity
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q3 2024)
- CUSIP
- 46641Q886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $10.9M |
| Exits | 4 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 370,100 shares bought and 267,477 shares sold, net +102,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Cerity Partners LLC | 0.16% | Add +1.6% | 692,280 | $72.7M |
| HighTower Advisors, LLC | 0.05% | Add +0.4% | 292,171 | $30.7M |
| Morgan Stanley | 0.00% | Reduce -1.7% | 288,484 | $30.3M |
| CreativeOne Wealth, LLC | 0.80% | Add +30.8% | 224,974 | $23.6M |
| LPL Financial LLC | 0.01% | Add +1.4% | 215,297 | $22.6M |
| Trilogy Capital Inc. | 0.77% | Reduce -1.6% | 144,994 | $15.2M |
| Teamwork Financial Advisors, LLC | 1.72% | Add +2490.0% | 118,130 | $12.4M |
| Dynamic Advisor Solutions LLC | 0.30% | Add +35.3% | 96,541 | $10.1M |
| Appleton Partners Inc. | 0.68% | Reduce -0.1% | 88,056 | $9.2M |
| RVW Wealth, LLC | 0.72% | Reduce -1.6% | 73,372 | $7.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 72,758 | $7.6M |
| N.E.W. Advisory Services LLC | 0.53% | Add +37.4% | 50,811 | $5.3M |
| Gateway Wealth Partners, LLC | 1.38% | Add +1.7% | 47,708 | $5.0M |
| 1900 Wealth Management LLC | 0.43% | Add +1.1% | 47,542 | $5.0M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.0% | 44,952 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.9% | 46,276 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 43,218 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Add +27.7% | 41,778 | $4.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 23,496 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -2.6% | 22,270 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.8% | 22,029 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +5.7% | 16,735 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +46.9% | 15,516 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.4% | 14,685 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 14,184 | $1.5M |
| LWM Advisory Services, LLC | 1.10% | Reduce -11.7% | 14,122 | $1.5M |
| KWB Wealth | 0.19% | Add +8.8% | 15,533 | $1.5M |
| Gallacher Capital Management LLC | 0.66% | Reduce -0.9% | 13,732 | $1.4M |
| Apella Capital, LLC | 0.06% | Reduce -0.2% | 13,456 | $1.4M |
| Richard P Slaughter Associates Inc | 0.32% | Add +6.2% | 13,195 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +131.7% | 12,982 | $1.4M |
| Goldstein Advisors, LLC | 0.19% | Reduce -94.9% | 11,944 | $1.3M |
| GeoWealth Management, LLC | 0.04% | Add +146.0% | 11,747 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +15.8% | 10,006 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 9,941 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.7% | 9,583 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.6% | 9,579 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.6% | 9,499 | $998K |
| Choreo, LLC | 0.01% | No change | 8,897 | $931K |
| Journey Strategic Wealth LLC | 0.03% | Add +14.4% | 8,812 | $926K |
| MML Investors Services, LLC | 0.00% | Reduce -2.5% | 7,827 | $822K |
| Jane Street Group, LLC | 0.00% | Reduce -54.7% | 7,801 | $819K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +4.9% | 7,237 | $760K |
| Landmark Wealth Management, Inc. | 0.37% | Reduce -2.8% | 6,996 | $735K |
| Harbour Investments, Inc. | 0.02% | Add +11.7% | 6,689 | $703K |
| Zega Financial, LLC | 0.22% | New | 6,280 | $660K |
| Cosner Financial Group, LLC | 0.42% | Add +0.0% | 6,266 | $658K |
| Cetera Investment Advisers | 0.00% | Add +26.3% | 6,210 | $652K |
| Osaic Holdings, Inc. | 0.00% | Add +64.8% | 6,109 | $642K |
| Nottingham Advisors, Inc. | 0.06% | New | 5,505 | $578K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -0.2% | 4,616 | $485K |
| Adamsbrown Wealth Consultants LLC | 0.17% | Reduce -12.5% | 4,566 | $480K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +12.2% | 4,444 | $467K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -41.9% | 3,399 | $357K |
| FSM Wealth Advisors, LLC | 0.09% | No change | 3,170 | $333K |
| PFG Advisors | 0.02% | Reduce -8.9% | 2,965 | $311K |
| Mariner, LLC | 0.00% | Reduce -27.4% | 2,837 | $298K |
| Raymond James & Associates | 0.00% | New | 2,039 | $214K |
| First Trust Direct Indexing L.P. | 0.01% | New | 2,011 | $211K |
| Sanctuary Wealth Management, L.L.C. | 0.14% | No change | 1,821 | $191K |
| Global Retirement Partners, LLC | 0.00% | Reduce -50.2% | 939 | $99K |
| Albion Financial Group | 0.01% | Reduce -41.9% | 936 | $98K |
| Principal Securities, Inc. | 0.00% | Add +0.3% | 860 | $90K |
| FMR LLC | 0.00% | Reduce -11.0% | 833 | $87K |
| Aspire Wealth Management Corp | 0.04% | Reduce -6.1% | 757 | $80K |
| Private Trust Co. NA | 0.01% | Add +3.0% | 512 | $54K |
| Citigroup Inc. | 0.00% | No change | 505 | $53K |
| Anfield Capital Management, LLC | 0.02% | New | 385 | $40K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 312 | $33K |
| Asset Dedication, LLC | 0.00% | New | 234 | $25K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 198 | $21K |
| Rise Advisors, LLC | 0.00% | Add +1.1% | 94 | $10K |
| Avior Wealth Management, LLC | 0.00% | No change | 78 | $8K |
| Investors Research Corp | 0.00% | No change | 36 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -7.7% | 36 | $4K |
| FSA Wealth Management LLC | 0.00% | — | 25 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 25 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 15 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 6 | $649 |
| Bank of Montreal | 0.00% | No change | 3 | $314 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $106 |
| Wells Fargo & Company | 0.00% | Reduce -95.5% | 1 | $74 |
"% 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.