JPM Diver Ret US MC EquityJPMEETF

13F holders, Q4 2025 (December 31)
103holders +10
12new positions
8sold out
1famous investor
$108.66avg. 13F price*

At the end of Q4 2025, 103 institutions reported holding JPM Diver Ret US MC Equity (JPME) in their 13F filings, up 10 from Q3 2025. 12 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($48.5M), HighTower Advisors, LLC ($36.8M) and LPL Financial LLC ($26.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
JPM Diver Ret US MC Equity
Filed as
J P MORGAN EXCHANGE TRADED F (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions12$2.6M
Exits8$2.1M

All 13F filers, Q3 2025 → Q4 2025: 156,597 shares bought and 42,869 shares sold, net +113,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 103 holders

Morgan Stanley 0.00% Add +1.8% 446,483 $48.5M
HighTower Advisors, LLC 0.04% Add +8.0% 338,574 $36.8M
LPL Financial LLC 0.01% Add +7.8% 244,782 $26.6M
Dynamic Advisor Solutions LLC 0.54% Reduce -1.3% 153,652 $16.7M
Cambridge Investment Research Advisors, Inc. 0.04% Add +10.2% 123,107 $13.4M
Jones Financial Companies LLLP 0.01% Add +15.8% 111,159 $12.1M
Cerity Partners LLC 0.01% Reduce -4.5% 94,460 $10.3M
Appleton Partners Inc. 0.66% Add +2.3% 91,742 $10.0M
Sanctuary Advisors, LLC 0.04% Add +3.5% 69,363 $7.5M
RVW Wealth, LLC 0.54% Reduce -2.7% 65,362 $7.1M
Manske Wealth Management 1.76% Add +1.9% 54,840 $6.0M
Royal Bank of Canada 0.00% Add +5.3% 53,518 $5.8M
1900 Wealth Management LLC 0.33% Add +0.0% 47,544 $5.2M
Bank of America Corp. 0.00% Add +4.5% 38,217 $4.2M
Commonwealth Equity Services, LLC 0.00% Add +2.6% 23,691 $2.6M
Stonehaven Wealth & Tax Solutions, LLC 2.22% Add +2.7% 22,717 $2.5M
Stifel Financial Corp. 0.00% Add +3.0% 22,389 $2.4M
Trilogy Capital Inc. 0.10% Reduce -4.6% 19,841 $2.2M
KWB Wealth 0.20% Add +8.3% 19,504 $2.1M
Raymond James Financial Inc. 0.00% Add +0.6% 19,068 $2.1M
Private Advisor Group, LLC 0.01% Reduce -3.5% 19,015 $2.1M
Osaic Holdings, Inc. 0.00% Add +39.6% 18,374 $2.0M
CreativeOne Wealth, LLC 0.04% Reduce -14.1% 16,846 $1.8M
Empirical Asset Management, LLC 0.50% Add +63.9% 16,177 $1.8M
LWM Advisory Services, LLC 1.03% Add +3.9% 16,110 $1.8M
Vantus Wealth LLC 1.26% — 15,685 $1.7M
Advyzon Investment Management, LLC 0.19% Add +627.6% 15,375 $1.7M
Cassilly Financial Group LLC 1.47% — 15,335 $1.7M
Citadel Advisors 0.00% New 14,349 $1.6M
Gallacher Capital Management LLC 0.56% Add +10.2% 13,332 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -17.1% 12,586 $1.4M
Apella Capital, LLC 0.03% Reduce -1.6% 11,905 $1.3M
Journey Strategic Wealth LLC 0.03% Add +19.5% 11,240 $1.2M
Archford Capital Strategies, LLC 0.14% No change 10,693 $1.2M
Goldstein Advisors, LLC 0.13% Reduce -4.3% 10,544 $1.1M
FSM Wealth Advisors, LLC 0.15% Reduce -4.7% 10,040 $1.1M
Richard P Slaughter Associates Inc 0.21% Reduce -2.5% 9,286 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.6% 8,886 $966K
Choreo, LLC 0.01% No change 8,191 $898K
N.E.W. Advisory Services LLC 0.06% Add +825.7% 7,711 $838K
JPMorgan Chase & Co. 0.00% Reduce -2.0% 7,373 $801K
Harbour Investments, Inc. 0.02% Add +1.2% 7,019 $763K
Two Sigma Investments, LP 0.00% New 7,000 $761K
Landmark Wealth Management, Inc. 0.27% No change 6,518 $708K
Bluedoor Private Wealth, LLC 0.32% — 6,316 $686K
Cosner Financial Group, LLC 0.34% Add +0.1% 6,213 $675K
Cetera Investment Advisers 0.00% Add +13.3% 6,163 $670K
Compass Capital Management, Inc. 0.03% Add +57.9% 5,320 $578K
CoreCap Advisors, LLC 0.02% Add +28.3% 5,260 $572K
Nottingham Advisors, Inc. 0.07% Reduce -6.4% 4,896 $532K
Thoroughbred Financial Services, LLC 0.03% Reduce -1.3% 4,826 $524K
Susquehanna International Group, LLP 0.00% Reduce -36.3% 4,575 $497K
Fifth Third Securities, Inc. 0.03% Add +1.6% 4,497 $489K
Entelevest, LLC 0.50% — 4,442 $483K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.3% 4,441 $483K
Traub Capital Management LLC 0.43% No change 4,150 $451K
McLaughlin Asset Management, Inc. 0.40% — 4,124 $448K
Adamsbrown Wealth Consultants LLC 0.11% Reduce -9.5% 3,538 $384K
Kestra Private Wealth Services, LLC 0.00% Reduce -9.9% 3,234 $351K
Principal Securities, Inc. 0.01% Add +102.0% 3,096 $336K
Ameriprise Financial Inc. 0.00% Reduce -37.1% 2,648 $288K
StoneX Group Inc. 0.01% Add +8.0% 2,638 $287K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.2% 2,490 $271K
Luts & Greenleigh Group, Inc. 0.23% Add +20.2% 2,459 $267K
PFG Advisors 0.01% Reduce -7.6% 2,339 $254K
Envestnet Asset Management Inc. 0.00% Reduce -20.9% 2,114 $230K
Curry Webb Wealth Management LLC 0.11% — 2,101 $228K
ProCore Advisors, LLC 0.23% — 2,082 $226K
Cary Street Partners Financial LLC 0.01% Reduce -1.9% 1,989 $216K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% — 1,948 $212K
OneDigital Investment Advisors LLC 0.00% New 1,873 $203K
Private Trust Co. NA 0.01% Add +3.8% 1,209 $131K
FMR LLC 0.00% Reduce -2.0% 1,139 $124K
BlackRock, Inc. 0.00% Add +104.4% 1,020 $111K
Albion Financial Group 0.01% No change 936 $102K
Global Retirement Partners, LLC 0.00% Add +0.7% 916 $100K
Brown Brothers Harriman & Co. 0.00% No change 915 $99K
AE Wealth Management LLC 0.00% No change 858 $93K
Farther Finance Advisors, LLC 0.00% Add +355.8% 793 $86K
Steward Partners Investment Advisory, LLC 0.00% Reduce -43.3% 542 $59K
Citigroup Inc. 0.00% Reduce -4.3% 450 $49K
MAI Capital Management 0.00% No change 408 $44K
IFP Advisors, Inc 0.00% Reduce -6.4% 320 $35K
Comerica Bank 0.00% No change 286 $31K
Asset Dedication, LLC 0.00% No change 234 $25K
Pflug Koory, LLC 0.01% New 200 $22K
Smartleaf Asset Management LLC 0.00% Add +2.4% 129 $14K
Team Financial Group, LLC 0.01% Add +0.9% 115 $12K
Golden State Wealth Management, LLC 0.00% No change 82 $9K
Root Financial Partners, LLC 0.00% New 36 $4K
Greykasell Wealth Strategies, Inc. 0.00% New 34 $4K
WealthShield Partners, LLC 0.00% New 34 $4K
Allworth Financial LP 0.00% New 25 $3K
IMG Wealth Management, Inc. 0.00% No change 21 $2K
Assetmark, Inc. 0.00% Add +600.0% 21 $2K
Parallel Advisors, LLC 0.00% New 17 $2K
Bartlett & Co. Wealth Management LLC 0.00% No change 8 $869
Frazier Financial Advisors, LLC 0.00% No change 6 $690
Capital Investment Advisory Services, LLC 0.00% New 6 $652
Aptus Capital Advisors, LLC 0.00% New 4 $435

"% 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.

Show all 103 holders