JPM Diver Ret US MC EquityJPMEETF
13F holders, Q1 2025 (March 31)87holders −1
9new positions
8sold out
$100.55avg. 13F price*
At the end of Q1 2025, 87 institutions reported holding JPM Diver Ret US MC Equity (JPME) in their 13F filings, down 1 from Q4 2024. 9 opened new positions and 8 sold out. The largest holders were Cerity Partners LLC ($70.7M), HighTower Advisors, LLC ($30.1M) and Morgan Stanley ($28.3M).
- Company
- JPM Diver Ret US MC Equity
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2025)
- CUSIP
- 46641Q886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.6M |
| Exits | 8 | $1.3M |
All 13F filers, Q4 2024 → Q1 2025: 229,957 shares bought and 308,107 shares sold, net −78,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Cerity Partners LLC | 0.15% | Add +2.1% | 702,656 | $70.7M |
| HighTower Advisors, LLC | 0.04% | Add +2.3% | 299,534 | $30.1M |
| Morgan Stanley | 0.00% | Add +0.2% | 281,809 | $28.3M |
| LPL Financial LLC | 0.01% | Reduce -3.4% | 222,291 | $22.4M |
| CreativeOne Wealth, LLC | 0.66% | Reduce -3.3% | 219,073 | $22.0M |
| Dynamic Advisor Solutions LLC | 0.46% | Add +32.6% | 139,692 | $14.0M |
| Appleton Partners Inc. | 0.68% | Add +1.0% | 87,687 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +44.1% | 86,439 | $8.7M |
| N.E.W. Advisory Services LLC | 0.66% | Add +106.3% | 85,676 | $8.6M |
| RVW Wealth, LLC | 0.66% | Reduce -5.0% | 69,200 | $7.0M |
| 1900 Wealth Management LLC | 0.41% | Add +3.8% | 49,100 | $4.9M |
| Manske Wealth Management | 1.86% | Add +1.5% | 48,865 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.3% | 45,463 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 45,070 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +61.1% | 43,326 | $4.3M |
| Bank of America Corp. | 0.00% | Add +9.3% | 30,364 | $3.1M |
| Trilogy Capital Inc. | 0.15% | Reduce -80.5% | 27,990 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.4% | 27,579 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.3% | 26,846 | $2.7M |
| Good Life Advisors, LLC | 0.19% | New | 26,546 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.0% | 25,597 | $2.6M |
| MAS Advisors LLC | 3.91% | Add +44.1% | 25,303 | $2.5M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.25% | Add +24.3% | 21,154 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +58.7% | 18,763 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +8.3% | 17,975 | $1.8M |
| KWB Wealth | 0.22% | Add +5.5% | 17,401 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +2.6% | 17,131 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.6% | 16,307 | $1.6M |
| LWM Advisory Services, LLC | 1.05% | Reduce -2.7% | 15,100 | $1.5M |
| Gallacher Capital Management LLC | 0.65% | Reduce -0.5% | 13,307 | $1.3M |
| Richard P Slaughter Associates Inc | 0.30% | Reduce -8.4% | 12,562 | $1.3M |
| Goldstein Advisors, LLC | 0.17% | Add +0.7% | 11,602 | $1.2M |
| Apella Capital, LLC | 0.04% | Reduce -2.2% | 12,144 | $1.2M |
| Archford Capital Strategies, LLC | 0.16% | New | 10,693 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Add +2.6% | 10,401 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 9,875 | $993K |
| Osaic Holdings, Inc. | 0.00% | Add +10.6% | 9,786 | $985K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.8% | 9,768 | $982K |
| MML Investors Services, LLC | 0.00% | Add +16.7% | 9,335 | $939K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.6% | 9,084 | $914K |
| Choreo, LLC | 0.01% | No change | 8,191 | $824K |
| FSM Wealth Advisors, LLC | 0.18% | Add +157.8% | 8,171 | $822K |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -10.1% | 7,710 | $775K |
| Harbour Investments, Inc. | 0.02% | Reduce -2.0% | 6,722 | $676K |
| Landmark Wealth Management, Inc. | 0.32% | No change | 6,698 | $674K |
| Cosner Financial Group, LLC | 0.38% | Reduce -1.2% | 6,223 | $626K |
| Cetera Investment Advisers | 0.00% | Reduce -8.5% | 5,698 | $573K |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.4% | 5,615 | $565K |
| Nottingham Advisors, Inc. | 0.08% | Reduce -3.2% | 5,329 | $536K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -45.5% | 5,162 | $519K |
| Astoria Portfolio Advisors LLC. | 0.17% | New | 5,179 | $499K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -33.1% | 4,889 | $491K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -5.9% | 4,453 | $448K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Reduce -1.6% | 3,954 | $398K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.3% | 3,831 | $385K |
| GeoWealth Management, LLC | 0.02% | Reduce -66.2% | 3,782 | $380K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -4.9% | 2,752 | $277K |
| PFG Advisors | 0.02% | Reduce -5.2% | 2,715 | $273K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -98.3% | 2,216 | $223K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,212 | $222K |
| Principal Securities, Inc. | 0.00% | No change | 1,793 | $184K |
| Albion Financial Group | 0.01% | Add +72.0% | 1,610 | $162K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,038 | $104K |
| FMR LLC | 0.00% | Add +1.7% | 940 | $95K |
| AE Wealth Management LLC | 0.00% | Reduce -9.6% | 866 | $87K |
| Private Trust Co. NA | 0.01% | Add +56.5% | 612 | $62K |
| Assetmark, Inc. | 0.00% | Add +1400.0% | 540 | $54K |
| Citigroup Inc. | 0.00% | No change | 505 | $51K |
| 3Chopt Investment Partners, LLC | 0.01% | New | 372 | $37K |
| MAI Capital Management | 0.00% | No change | 316 | $32K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 315 | $32K |
| Wayfinding Financial, LLC | 0.01% | New | 281 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 234 | $24K |
| SVB Wealth LLC | 0.00% | New | 192 | $19K |
| Smartleaf Asset Management LLC | 0.00% | New | 191 | $19K |
| Rise Advisors, LLC | 0.00% | Add +1.1% | 95 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 82 | $8K |
| Investors Research Corp | 0.00% | No change | 36 | $4K |
| Farther Finance Advisors, LLC | 0.00% | New | 29 | $3K |
| FSA Wealth Management LLC | 0.00% | No change | 25 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 21 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 13 | $1K |
| Park Square Financial Group, LLC | 0.00% | No change | 7 | $704 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 6 | $627 |
| NewEdge Advisors, LLC | 0.00% | No change | 2 | $201 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $101 |
| Wells Fargo & Company | 0.00% | Reduce -97.9% | 1 | $57 |
"% 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.