JPM Diver Ret US MC EquityJPMEETF

13F holders, Q3 2025 (September 30)
93holders +4
12new positions
6sold out
$108.18avg. 13F price*

At the end of Q3 2025, 93 institutions reported holding JPM Diver Ret US MC Equity (JPME) in their 13F filings, up 4 from Q2 2025. 12 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($47.6M), HighTower Advisors, LLC ($34.0M) and LPL Financial LLC ($24.6M).

Company
JPM Diver Ret US MC Equity
Filed as
J P MORGAN EXCHANGE TRADED F (Q3 2025)
CUSIP
46641Q886
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 78Q1 2024Q2 2024: 78Q2 2024Q3 2024: 82Q3 2024Q4 2024: 88Q4 2024Q1 2025: 87Q1 2025Q2 2025: 89Q2 2025Q3 2025: 93Q3 2025Q4 2025: 103Q4 2025Q1 2026: 112Q1 2026Q2 2026: 107Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions12$4.3M
Exits6$621K

All 13F filers, Q2 2025 → Q3 2025: 158,401 shares bought and 120,595 shares sold, net +37,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 93 holders

Morgan Stanley 0.00% Add +2.0% 438,632 $47.6M
HighTower Advisors, LLC 0.04% Add +6.5% 313,601 $34.0M
LPL Financial LLC 0.01% Reduce -1.3% 227,100 $24.6M
Dynamic Advisor Solutions LLC 0.49% Add +3.1% 155,608 $16.9M
Cambridge Investment Research Advisors, Inc. 0.03% Add +19.2% 111,752 $12.1M
Cerity Partners LLC 0.02% Reduce -1.2% 98,920 $10.7M
Jones Financial Companies LLLP 0.01% Add +46.5% 96,016 $10.4M
Appleton Partners Inc. 0.65% Add +1.4% 89,679 $9.7M
RVW Wealth, LLC 0.57% Reduce -1.5% 67,171 $7.3M
Sanctuary Advisors, LLC 0.04% Add +46.2% 67,014 $7.3M
Manske Wealth Management 1.79% Reduce -0.7% 53,798 $5.8M
Royal Bank of Canada 0.00% Reduce -14.1% 50,829 $5.5M
1900 Wealth Management LLC 0.35% Add +0.0% 47,542 $5.2M
Bank of America Corp. 0.00% Add +22.0% 36,574 $4.0M
Commonwealth Equity Services, LLC 0.00% Reduce -36.2% 23,080 $2.5M
Stonehaven Wealth & Tax Solutions, LLC 2.22% Reduce -0.7% 22,122 $2.4M
MAS Advisors LLC 3.75% No change 21,838 $2.4M
Stifel Financial Corp. 0.00% Add +7.0% 21,743 $2.4M
Trilogy Capital Inc. 0.10% Reduce -8.3% 20,795 $2.3M
Private Advisor Group, LLC 0.01% Add +3.6% 19,694 $2.1M
CreativeOne Wealth, LLC 0.05% Reduce -73.0% 19,611 $2.1M
Raymond James Financial Inc. 0.00% Add +22.1% 18,956 $2.1M
KWB Wealth 0.21% Add +0.0% 18,005 $1.9M
LWM Advisory Services, LLC 0.98% Add +2.8% 15,500 $1.7M
Kestra Advisory Services, LLC 0.01% Reduce -24.3% 15,192 $1.6M
Osaic Holdings, Inc. 0.00% Add +9.8% 13,163 $1.4M
Gallacher Capital Management LLC 0.52% Reduce -8.5% 12,104 $1.3M
Apella Capital, LLC 0.03% Reduce -0.0% 12,098 $1.3M
Goldstein Advisors, LLC 0.15% Reduce -3.7% 11,022 $1.2M
Archford Capital Strategies, LLC 0.14% No change 10,693 $1.2M
FSM Wealth Advisors, LLC 0.16% Reduce -2.9% 10,537 $1.1M
Empirical Asset Management, LLC 0.30% New 9,871 $1.1M
Richard P Slaughter Associates Inc 0.22% Reduce -2.5% 9,521 $1.0M
Journey Strategic Wealth LLC 0.03% Reduce -12.3% 9,405 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.3% 8,830 $958K
Choreo, LLC 0.01% No change 8,191 $888K
Goldman Sachs Group Inc. 0.00% New 7,560 $820K
JPMorgan Chase & Co. 0.00% Reduce -1.2% 7,525 $816K
Susquehanna International Group, LLP 0.00% Reduce -0.9% 7,186 $779K
Harbour Investments, Inc. 0.02% Add +2.7% 6,938 $752K
Landmark Wealth Management, Inc. 0.28% Add +0.0% 6,518 $707K
Cetera Investment Advisers 0.00% Add +10.0% 5,442 $590K
Nottingham Advisors, Inc. 0.08% No change 5,229 $567K
Thoroughbred Financial Services, LLC 0.03% No change 4,889 $530K
Stratos Wealth Partners, LTD. 0.01% Reduce -12.7% 4,455 $483K
Fifth Third Securities, Inc. 0.03% Reduce -3.6% 4,426 $480K
Ameriprise Financial Inc. 0.00% Reduce -10.8% 4,211 $457K
Traub Capital Management LLC 0.45% No change 4,150 $450K
CoreCap Advisors, LLC 0.02% New 4,101 $445K
Adamsbrown Wealth Consultants LLC 0.12% Reduce -1.2% 3,909 $424K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.2% 3,589 $389K
Compass Capital Management, Inc. 0.02% New 3,370 $365K
GeoWealth Management, LLC 0.01% Reduce -7.2% 3,054 $331K
Merit Financial Group, LLC 0.00% New 2,835 $307K
Jane Street Group, LLC 0.00% New 2,725 $296K
MML Investors Services, LLC 0.00% Reduce -73.9% 2,699 $293K
Envestnet Asset Management Inc. 0.00% Reduce -75.6% 2,672 $290K
PFG Advisors 0.01% Reduce -1.8% 2,531 $274K
EverSource Wealth Advisors, LLC 0.01% Reduce -3.1% 2,495 $271K
StoneX Group Inc. 0.01% New 2,443 $265K
Advyzon Investment Management, LLC 0.04% New 2,113 $229K
Luts & Greenleigh Group, Inc. 0.20% New 2,046 $222K
Cary Street Partners Financial LLC 0.01% New 2,028 $220K
Cosner Financial Group, LLC 0.12% Add +0.1% 6,204 $219K
Principal Securities, Inc. 0.00% Add +2.9% 1,533 $166K
Private Trust Co. NA 0.01% Add +119.4% 1,165 $126K
FMR LLC 0.00% Add +21.4% 1,162 $126K
Steward Partners Investment Advisory, LLC 0.00% Reduce -12.7% 956 $104K
Albion Financial Group 0.01% No change 936 $102K
Brown Brothers Harriman & Co. 0.00% No change 915 $99K
Global Retirement Partners, LLC 0.00% Add +0.6% 910 $99K
AE Wealth Management LLC 0.00% Reduce -0.7% 858 $93K
N.E.W. Advisory Services LLC 0.01% Reduce -88.1% 833 $90K
BlackRock, Inc. 0.00% New 499 $54K
Citigroup Inc. 0.00% No change 470 $51K
MAI Capital Management 0.00% Add +48.4% 408 $44K
IFP Advisors, Inc 0.00% Add +7.9% 342 $37K
Ameritas Advisory Services, LLC 0.00% Add +0.7% 304 $33K
Comerica Bank 0.00% No change 286 $31K
Asset Dedication, LLC 0.00% No change 234 $25K
Clearstead Advisors, LLC 0.00% No change 229 $25K
Farther Finance Advisors, LLC 0.00% New 174 $19K
Smartleaf Asset Management LLC 0.00% Reduce -25.4% 126 $14K
Team Financial Group, LLC 0.01% No change 114 $12K
Rise Advisors, LLC 0.00% Add +1.1% 96 $10K
Golden State Wealth Management, LLC 0.00% No change 82 $9K
Abich Financial Wealth Management LLC 0.00% — 27 $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% Reduce -38.5% 8 $868
Frazier Financial Advisors, LLC 0.00% No change 6 $684
Assetmark, Inc. 0.00% No change 3 $325
O'shaughnessy Asset Management, LLC 0.00% No change 1 $108

"% 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.