JPM Diver Ret US MC EquityJPMEETF
13F holders, Q4 2024 (December 31)88holders +6
7new positions
3sold out
$102.56avg. 13F price*
At the end of Q4 2024, 88 institutions reported holding JPM Diver Ret US MC Equity (JPME) in their 13F filings, up 6 from Q3 2024. 7 opened new positions and 3 sold out. The largest holders were Cerity Partners LLC ($70.5M), HighTower Advisors, LLC ($30.0M) and Morgan Stanley ($28.8M).
- Company
- JPM Diver Ret US MC Equity
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2024)
- CUSIP
- 46641Q886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.1M |
| Exits | 3 | $4.4M |
All 13F filers, Q3 2024 → Q4 2024: 105,840 shares bought and 152,047 shares sold, net −46,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Cerity Partners LLC | 0.15% | Reduce -0.6% | 688,074 | $70.5M |
| HighTower Advisors, LLC | 0.04% | Add +0.2% | 292,701 | $30.0M |
| Morgan Stanley | 0.00% | Reduce -2.5% | 281,305 | $28.8M |
| LPL Financial LLC | 0.01% | Add +6.8% | 230,050 | $23.6M |
| CreativeOne Wealth, LLC | 0.71% | Add +0.7% | 226,475 | $23.2M |
| Trilogy Capital Inc. | 0.76% | Reduce -1.1% | 143,328 | $14.7M |
| Teamwork Financial Advisors, LLC | 1.69% | Add +7.4% | 126,823 | $13.0M |
| Dynamic Advisor Solutions LLC | 0.47% | Add +9.1% | 105,315 | $10.8M |
| Appleton Partners Inc. | 0.66% | Reduce -1.4% | 86,798 | $8.9M |
| RVW Wealth, LLC | 0.70% | Reduce -0.8% | 72,808 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +29.6% | 59,993 | $6.1M |
| Manske Wealth Management | 1.96% | — | 48,125 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Add +1.4% | 45,578 | $4.9M |
| 1900 Wealth Management LLC | 0.41% | Reduce -0.5% | 47,289 | $4.8M |
| Royal Bank of Canada | 0.00% | Add +2.2% | 44,168 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.2% | 43,519 | $4.5M |
| N.E.W. Advisory Services LLC | 0.40% | Reduce -18.3% | 41,527 | $4.3M |
| Bank of America Corp. | 0.00% | Add +24.7% | 27,777 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +107.2% | 26,894 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.2% | 25,198 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.8% | 24,855 | $2.5M |
| MAS Advisors LLC | 3.02% | New | 17,559 | $1.8M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.90% | — | 17,021 | $1.7M |
| KWB Wealth | 0.21% | Add +6.2% | 16,494 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.3% | 16,693 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +6.9% | 16,591 | $1.7M |
| Raymond James Financial Inc. | 0.00% | — | 16,409 | $1.7M |
| LWM Advisory Services, LLC | 1.11% | Add +9.9% | 15,522 | $1.6M |
| Richard P Slaughter Associates Inc | 0.31% | Add +3.9% | 13,710 | $1.4M |
| Gallacher Capital Management LLC | 0.68% | Reduce -2.6% | 13,373 | $1.4M |
| Apella Capital, LLC | 0.05% | Reduce -7.8% | 12,413 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +18.2% | 11,826 | $1.2M |
| Goldstein Advisors, LLC | 0.17% | Reduce -3.6% | 11,519 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Reduce -4.8% | 11,189 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Add +15.0% | 10,137 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 9,742 | $998K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.1% | 9,596 | $983K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.2% | 9,479 | $971K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.2% | 9,328 | $956K |
| Osaic Holdings, Inc. | 0.00% | Add +44.8% | 8,847 | $907K |
| Gateway Wealth Partners, LLC | 0.23% | Reduce -82.0% | 8,579 | $879K |
| Choreo, LLC | 0.01% | Reduce -7.9% | 8,191 | $839K |
| MML Investors Services, LLC | 0.00% | Add +2.2% | 8,000 | $820K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +1.0% | 7,308 | $748K |
| Harbour Investments, Inc. | 0.02% | Add +2.6% | 6,863 | $703K |
| Landmark Wealth Management, Inc. | 0.33% | Reduce -4.3% | 6,698 | $686K |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.8% | 6,411 | $657K |
| Cosner Financial Group, LLC | 0.41% | Add +0.5% | 6,300 | $646K |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 6,225 | $638K |
| Nottingham Advisors, Inc. | 0.07% | No change | 5,505 | $564K |
| Jane Street Group, LLC | 0.00% | Reduce -36.3% | 4,968 | $509K |
| Fifth Third Securities, Inc. | 0.04% | Add +2.6% | 4,734 | $485K |
| ZEGA Investments, LLC | 0.14% | — | 4,270 | $456K |
| Adamsbrown Wealth Consultants LLC | 0.14% | Reduce -12.0% | 4,017 | $412K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -11.8% | 3,922 | $402K |
| FSM Wealth Advisors, LLC | 0.08% | No change | 3,170 | $335K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -14.8% | 2,895 | $297K |
| PFG Advisors | 0.02% | Reduce -3.4% | 2,863 | $293K |
| Mariner, LLC | 0.00% | Reduce -14.9% | 2,413 | $247K |
| Principal Securities, Inc. | 0.00% | Add +108.5% | 1,793 | $184K |
| Sanctuary Wealth Management, L.L.C. | 0.11% | Reduce -9.2% | 1,654 | $170K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,038 | $106K |
| AE Wealth Management LLC | 0.00% | New | 958 | $98K |
| Albion Financial Group | 0.01% | No change | 936 | $96K |
| FMR LLC | 0.00% | Add +10.9% | 924 | $95K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.5% | 897 | $92K |
| UBS Group AG | 0.00% | New | 653 | $67K |
| Citigroup Inc. | 0.00% | No change | 505 | $52K |
| Private Trust Co. NA | 0.00% | Reduce -23.6% | 391 | $40K |
| MAI Capital Management | 0.00% | New | 316 | $32K |
| IFP Advisors, Inc | 0.00% | Add +0.6% | 314 | $32K |
| Asset Dedication, LLC | 0.00% | No change | 234 | $24K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 198 | $20K |
| CoreFirst Bank & Trust | 0.01% | New | 156 | $16K |
| Rise Advisors, LLC | 0.00% | No change | 94 | $10K |
| Golden State Wealth Management, LLC | 0.00% | — | 82 | $8K |
| Avior Wealth Management, LLC | 0.00% | No change | 78 | $8K |
| Wells Fargo & Company | 0.00% | Add +4600.0% | 47 | $5K |
| Investors Research Corp | 0.00% | No change | 36 | $4K |
| Assetmark, Inc. | 0.00% | No change | 36 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 25 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 25 | $3K |
| IMG Wealth Management, Inc. | 0.00% | — | 21 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -13.3% | 13 | $1K |
| Park Square Financial Group, LLC | 0.00% | — | 7 | $717 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 6 | $636 |
| NewEdge Advisors, LLC | 0.00% | New | 2 | $205 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $102 |
"% 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.