JPM Diver Ret US MC EquityJPMEETF
13F holders, Q2 2025 (June 30)89holders +2
9new positions
9sold out
$103.69avg. 13F price*
At the end of Q2 2025, 89 institutions reported holding JPM Diver Ret US MC Equity (JPME) in their 13F filings, up 2 from Q1 2025. 9 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($44.6M), HighTower Advisors, LLC ($30.6M) and LPL Financial LLC ($23.9M).
- Company
- JPM Diver Ret US MC Equity
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2025)
- CUSIP
- 46641Q886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $761K |
| Exits | 9 | $5.0M |
All 13F filers, Q1 2025 → Q2 2025: 248,521 shares bought and 917,656 shares sold, net −669,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Morgan Stanley | 0.00% | Add +52.6% | 429,945 | $44.6M |
| HighTower Advisors, LLC | 0.04% | Reduce -1.6% | 294,604 | $30.6M |
| LPL Financial LLC | 0.01% | Add +3.5% | 230,072 | $23.9M |
| Dynamic Advisor Solutions LLC | 0.48% | Add +8.1% | 150,959 | $15.7M |
| Cerity Partners LLC | 0.02% | Reduce -85.8% | 100,162 | $10.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.5% | 93,781 | $9.7M |
| Appleton Partners Inc. | 0.65% | Add +0.9% | 88,477 | $9.2M |
| CreativeOne Wealth, LLC | 0.20% | Reduce -66.9% | 72,513 | $7.5M |
| RVW Wealth, LLC | 0.60% | Reduce -1.4% | 68,206 | $7.1M |
| Jones Financial Companies LLLP | 0.01% | Add +51.3% | 65,542 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +31.3% | 59,164 | $6.1M |
| Manske Wealth Management | 1.86% | Add +10.8% | 54,160 | $5.6M |
| 1900 Wealth Management LLC | 0.37% | Reduce -3.2% | 47,540 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Add +0.8% | 45,824 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +31.3% | 36,200 | $3.8M |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 29,977 | $3.1M |
| Good Life Advisors, LLC | 0.18% | Add +3.5% | 27,463 | $2.8M |
| Trilogy Capital Inc. | 0.11% | Reduce -19.0% | 22,674 | $2.4M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.25% | Add +5.3% | 22,270 | $2.3M |
| MAS Advisors LLC | 3.70% | Reduce -13.7% | 21,838 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +8.3% | 20,327 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -21.6% | 20,060 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +10.9% | 19,003 | $2.0M |
| KWB Wealth | 0.22% | Add +3.4% | 17,998 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.8% | 15,531 | $1.6M |
| LWM Advisory Services, LLC | 1.08% | Reduce -0.1% | 15,077 | $1.6M |
| Gallacher Capital Management LLC | 0.63% | Reduce -0.6% | 13,226 | $1.4M |
| Apella Capital, LLC | 0.03% | Reduce -0.4% | 12,100 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +22.5% | 11,990 | $1.2M |
| Goldstein Advisors, LLC | 0.16% | Reduce -1.4% | 11,442 | $1.2M |
| FSM Wealth Advisors, LLC | 0.18% | Add +32.8% | 10,851 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.8% | 10,945 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Add +3.1% | 10,729 | $1.1M |
| Archford Capital Strategies, LLC | 0.14% | No change | 10,693 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +10.9% | 10,355 | $1.1M |
| Richard P Slaughter Associates Inc | 0.21% | Reduce -22.3% | 9,764 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 9,039 | $937K |
| Choreo, LLC | 0.01% | No change | 8,191 | $849K |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.6% | 7,614 | $790K |
| Susquehanna International Group, LLP | 0.00% | Add +29.2% | 7,254 | $752K |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -91.8% | 6,993 | $725K |
| Harbour Investments, Inc. | 0.02% | Add +0.5% | 6,754 | $700K |
| Landmark Wealth Management, Inc. | 0.29% | Reduce -2.7% | 6,517 | $676K |
| Cosner Financial Group, LLC | 0.36% | Reduce -0.4% | 6,199 | $643K |
| Astoria Portfolio Advisors LLC. | 0.15% | Add +0.2% | 5,189 | $551K |
| Nottingham Advisors, Inc. | 0.08% | Reduce -1.9% | 5,229 | $542K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.2% | 5,100 | $529K |
| Cetera Investment Advisers | 0.00% | Reduce -13.2% | 4,948 | $513K |
| Thoroughbred Financial Services, LLC | 0.04% | No change | 4,889 | $507K |
| Ameriprise Financial Inc. | 0.00% | New | 4,723 | $490K |
| Fifth Third Securities, Inc. | 0.04% | Add +3.1% | 4,590 | $476K |
| Traub Capital Management LLC | 0.40% | — | 4,150 | $430K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Add +0.0% | 3,955 | $410K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.2% | 3,633 | $377K |
| GeoWealth Management, LLC | 0.01% | Reduce -13.0% | 3,291 | $341K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -6.4% | 2,576 | $267K |
| PFG Advisors | 0.01% | Reduce -5.1% | 2,576 | $267K |
| Principal Securities, Inc. | 0.00% | Reduce -16.9% | 1,490 | $155K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.5% | 1,095 | $114K |
| FMR LLC | 0.00% | Add +1.8% | 957 | $99K |
| Albion Financial Group | 0.01% | Reduce -41.9% | 936 | $97K |
| Brown Brothers Harriman & Co. | 0.00% | New | 915 | $95K |
| Global Retirement Partners, LLC | 0.00% | — | 905 | $94K |
| AE Wealth Management LLC | 0.00% | Reduce -0.2% | 864 | $90K |
| Private Trust Co. NA | 0.01% | Reduce -13.2% | 531 | $55K |
| UBS Group AG | 0.00% | New | 504 | $52K |
| Citigroup Inc. | 0.00% | Reduce -6.9% | 470 | $49K |
| IFP Advisors, Inc | 0.00% | Add +0.6% | 317 | $33K |
| Ameritas Advisory Services, LLC | 0.00% | New | 302 | $31K |
| Comerica Bank | 0.00% | New | 286 | $30K |
| MAI Capital Management | 0.00% | Reduce -13.0% | 275 | $29K |
| Asset Dedication, LLC | 0.00% | No change | 234 | $24K |
| Clearstead Advisors, LLC | 0.00% | New | 229 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -11.5% | 169 | $17K |
| Talon Private Wealth, LLC | 0.00% | New | 136 | $14K |
| Total Investment Management Inc. | 0.00% | New | 128 | $13K |
| Team Financial Group, LLC | 0.01% | New | 114 | $12K |
| Rise Advisors, LLC | 0.00% | No change | 95 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 82 | $9K |
| Investors Research Corp | 0.00% | No change | 36 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 25 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 21 | $2K |
| Wells Fargo & Company | 0.00% | Add +1800.0% | 19 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 13 | $1K |
| Park Square Financial Group, LLC | 0.00% | No change | 7 | $726 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 6 | $650 |
| Assetmark, Inc. | 0.00% | Reduce -99.4% | 3 | $311 |
| NewEdge Advisors, LLC | 0.00% | No change | 2 | $207 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $104 |
"% 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.