JPM Diver Ret US MC EquityJPMEETF

13F holders, Q1 2026 (March 31)
112holders +9
15new positions
6sold out
1famous investor
$114.44avg. 13F price*

At the end of Q1 2026, 112 institutions reported holding JPM Diver Ret US MC Equity (JPME) in their 13F filings, up 9 from Q4 2025. 15 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($47.1M), HighTower Advisors, LLC ($40.7M) and LPL Financial LLC ($28.7M). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions15$7.8M
Exits6$1.2M

All 13F filers, Q4 2025 → Q1 2026: 149,862 shares bought and 241,619 shares sold, net −91,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 112 holders

Morgan Stanley 0.00% Reduce -7.8% 411,437 $47.1M
HighTower Advisors, LLC 0.04% Add +4.9% 355,257 $40.7M
LPL Financial LLC 0.01% Add +2.5% 250,776 $28.7M
Jones Financial Companies LLLP 0.01% Add +20.1% 133,463 $15.1M
Cambridge Investment Research Advisors, Inc. 0.04% Add +0.0% 123,160 $14.1M
Appleton Partners Inc. 0.74% Add +0.9% 92,579 $10.6M
Cerity Partners LLC 0.01% Reduce -2.1% 92,474 $10.6M
RVW Wealth, LLC 0.57% Reduce -2.6% 63,630 $7.3M
Manske Wealth Management 1.92% Add +9.1% 59,844 $6.9M
Sanctuary Advisors, LLC 0.03% Reduce -21.2% 54,638 $6.3M
Royal Bank of Canada 0.00% Add +2.0% 54,599 $6.3M
1900 Wealth Management LLC 0.34% Reduce -2.5% 46,344 $5.3M
Bank of America Corp. 0.00% Reduce -10.1% 34,342 $3.9M
Osaic Holdings, Inc. 0.01% Add +61.3% 29,633 $3.4M
Equitable Holdings, Inc. 0.02% New 24,064 $2.8M
Stonehaven Wealth & Tax Solutions, LLC 2.32% Add +0.8% 22,890 $2.6M
Modern Wealth Management, LLC 0.04% New 21,930 $2.5M
Dynamic Advisor Solutions LLC 0.07% Reduce -87.0% 19,971 $2.3M
Raymond James Financial Inc. 0.00% Add +3.1% 19,667 $2.3M
Private Advisor Group, LLC 0.01% Add +1.1% 19,227 $2.2M
KWB Wealth 0.21% No change 19,504 $2.1M
Advyzon Investment Management, LLC 0.19% Add +20.1% 18,463 $2.1M
Trilogy Capital Inc. 0.09% Reduce -9.2% 18,022 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -24.5% 17,881 $2.0M
CreativeOne Wealth, LLC 0.04% Reduce -6.5% 15,759 $1.8M
Stifel Financial Corp. 0.00% Reduce -30.0% 15,678 $1.8M
Cassilly Financial Group LLC 1.55% Add +1.9% 15,627 $1.8M
Empirical Asset Management, LLC 0.45% Reduce -8.0% 14,887 $1.7M
Apella Capital, LLC 0.02% Reduce -2.5% 11,610 $1.4M
Gallacher Capital Management LLC 0.53% Reduce -9.0% 12,133 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -8.2% 11,559 $1.3M
Journey Strategic Wealth LLC 0.03% Add +1.0% 11,353 $1.3M
Archford Capital Strategies, LLC 0.14% No change 10,693 $1.2M
Goldstein Advisors, LLC 0.14% Add +0.8% 10,626 $1.2M
LWM Advisory Services, LLC 1.28% Reduce -35.0% 10,474 $1.2M
FSM Wealth Advisors, LLC 0.15% Add +0.9% 10,132 $1.2M
Harbour Investments, Inc. 0.02% Add +42.5% 10,004 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +10.7% 9,837 $1.1M
Richard P Slaughter Associates Inc 0.23% Reduce -1.1% 9,185 $1.1M
Goldman Sachs Group Inc. 0.00% New 8,600 $985K
Choreo, LLC 0.01% No change 8,191 $938K
Cetera Investment Advisers 0.00% Add +21.6% 7,493 $858K
JPMorgan Chase & Co. 0.00% Reduce -2.0% 7,228 $813K
Ameriprise Financial Inc. 0.00% Add +159.5% 6,872 $794K
Citadel Advisors 0.00% Reduce -52.7% 6,788 $777K
Landmark Wealth Management, Inc. 0.28% No change 6,518 $746K
Bluedoor Private Wealth, LLC 0.32% Reduce -3.7% 6,084 $697K
Cosner Financial Group, LLC 0.38% Reduce -3.3% 6,009 $688K
Compass Capital Management, Inc. 0.04% No change 5,320 $609K
Cpwa, LLC 0.71% — 4,918 $595K
CoreCap Advisors, LLC 0.02% Reduce -3.8% 5,059 $579K
Nottingham Advisors, Inc. 0.07% No change 4,896 $561K
Susquehanna International Group, LLP 0.00% Add +2.2% 4,677 $536K
Fifth Third Securities, Inc. 0.03% Add +0.5% 4,519 $518K
Thoroughbred Financial Services, LLC 0.03% Reduce -7.3% 4,475 $512K
N.E.W. Advisory Services LLC 0.04% Reduce -43.7% 4,340 $497K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.9% 4,311 $494K
Traub Capital Management LLC 0.48% Add +2.9% 4,270 $489K
Entelevest, LLC 0.48% Reduce -8.5% 4,064 $466K
Principal Securities, Inc. 0.01% Add +30.1% 4,028 $461K
McLaughlin Asset Management, Inc. 0.44% Reduce -3.6% 3,976 $455K
Summit Financial, LLC 0.01% New 3,869 $443K
Jane Street Group, LLC 0.00% New 3,827 $438K
Adamsbrown Wealth Consultants LLC 0.11% Reduce -0.2% 3,530 $404K
OneDigital Investment Advisors LLC 0.00% Add +85.3% 3,471 $398K
Kestra Private Wealth Services, LLC 0.00% Add +5.3% 3,407 $390K
StoneX Group Inc. 0.02% Add +8.4% 2,859 $327K
Luts & Greenleigh Group, Inc. 0.24% Add +5.5% 2,593 $297K
EverSource Wealth Advisors, LLC 0.01% Reduce -2.8% 2,420 $277K
Janney Montgomery Scott LLC 0.00% New 2,362 $271K
PFG Advisors 0.01% Reduce -2.6% 2,277 $261K
Layline Advisors, LLC 0.28% — 2,149 $246K
Curry Webb Wealth Management LLC 0.11% No change 2,101 $241K
Gateway Wealth Partners, LLC 0.01% New 1,974 $226K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% Reduce -0.1% 1,945 $223K
Private Trust Co. NA 0.02% Add +50.3% 1,817 $208K
Envestnet Asset Management Inc. 0.00% Reduce -14.6% 1,805 $207K
FMR LLC 0.00% Add +12.8% 1,285 $147K
US Bancorp \de 0.00% New 1,035 $119K
BlackRock, Inc. 0.00% Reduce -0.1% 1,019 $117K
Albion Financial Group 0.01% No change 936 $107K
Brown Brothers Harriman & Co. 0.00% No change 915 $105K
AE Wealth Management LLC 0.00% Reduce -2.7% 835 $96K
Farther Finance Advisors, LLC 0.00% Reduce -6.0% 745 $86K
Steward Partners Investment Advisory, LLC 0.00% Add +5.3% 571 $65K
Citigroup Inc. 0.00% No change 450 $52K
MAI Capital Management 0.00% No change 408 $47K
IFP Advisors, Inc 0.00% Add +1.3% 324 $37K
Fifth Third Bancorp 0.00% New 286 $33K
Asset Dedication, LLC 0.00% No change 234 $27K
Pflug Koory, LLC 0.01% No change 200 $23K
Cwm, LLC 0.00% New 195 $22K
Smartleaf Asset Management LLC 0.00% No change 129 $15K
Team Financial Group, LLC 0.01% No change 115 $13K
Vanguard Advisers Inc. 0.00% — 108 $12K
Capital Investment Advisory Services, LLC 0.00% Add +1333.3% 86 $10K
Golden State Wealth Management, LLC 0.00% No change 82 $9K
Napier Financial, LLC 0.00% New 52 $6K
UBS Group AG 0.00% New 50 $6K
Wells Fargo & Company 0.00% Add +4800.0% 49 $6K

"% 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 112 holders