JPM DIVER RET US MC EQUITY JPME
$124.78
+0.6% 52w: $99.70 – $124.88
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data99.70112.29124.88
Jun 20, 2025 Jul 2, 2026
Institutional holders
110
+8 QoQ
13F value
$269.5M
+0.9% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JPME?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 411.4K | $47.1M | 0.0% | -7.8% |
| HighTower Advisors, LLC | Diversified mechanical | 355.3K | $40.7M | 0.0% | +4.9% |
| LPL Financial LLC | Bank broker | 250.8K | $28.7M | 0.0% | +2.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 133.5K | $15.1M | 0.0% | +20.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 123.2K | $14.1M | 0.0% | 0.0% |
| APPLETON PARTNERS INC/MA | Other | 92.6K | $10.6M | 0.7% | +0.9% |
| Cerity Partners LLC | Diversified mechanical | 92.5K | $10.6M | 0.0% | -2.1% |
| RVW Wealth, LLC | Wealth advisor | 63.6K | $7.3M | 0.6% | -2.6% |
| Manske Wealth Management | Other | 59.8K | $6.9M | 1.9% | +9.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 54.6K | $6.3M | 0.0% | -21.2% |
| ROYAL BANK OF CANADA | Bank broker | 54.6K | $6.3M | 0.0% | +2.0% |
| 1900 WEALTH MANAGEMENT LLC | Wealth advisor | 46.3K | $5.3M | 0.3% | -2.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 34.3K | $3.9M | 0.0% | -10.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 29.6K | $3.4M | 0.0% | +61.3% |
| Equitable Holdings, Inc. | Wealth advisor | 24.1K | $2.8M | 0.0% | New |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | Wealth advisor | 22.9K | $2.6M | 2.3% | +0.8% |
| Modern Wealth Management, LLC | Wealth advisor | 21.9K | $2.5M | 0.0% | New |
| Dynamic Advisor Solutions LLC | Wealth advisor | 20.0K | $2.3M | 0.1% | -87.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 19.7K | $2.3M | 0.0% | +3.1% |
| Private Advisor Group, LLC | Wealth advisor | 19.2K | $2.2M | 0.0% | +1.1% |
| KWB Wealth | Wealth advisor | 19.5K | $2.1M | 0.2% | Held |
| Advyzon Investment Management, LLC | Wealth advisor | 18.5K | $2.1M | 0.2% | +20.1% |
| Trilogy Capital Inc. | Wealth advisor | 18.0K | $2.1M | 0.1% | -9.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 17.9K | $2.0M | 0.0% | -24.5% |
| CreativeOne Wealth, LLC | Wealth advisor | 15.8K | $1.8M | 0.0% | -6.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 15.7K | $1.8M | 0.0% | -30.0% |
| Cassilly Financial Group LLC | Wealth advisor | 15.6K | $1.8M | 1.6% | +1.9% |
| Empirical Asset Management, LLC | Wealth advisor | 14.9K | $1.7M | 0.5% | -8.0% |
| Apella Capital, LLC | Wealth advisor | 11.6K | $1.4M | 0.0% | -2.5% |
| Gallacher Capital Management LLC | Other | 12.1K | $1.4M | 0.5% | -9.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 11.6K | $1.3M | 0.0% | -8.2% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 11.4K | $1.3M | 0.0% | +1.0% |
| Archford Capital Strategies, LLC | Wealth advisor | 10.7K | $1.2M | 0.1% | Held |
| Goldstein Advisors, LLC | Wealth advisor | 10.6K | $1.2M | 0.1% | +0.8% |
| LWM Advisory Services, LLC | Wealth advisor | 10.5K | $1.2M | 1.3% | -35.0% |
| FSM Wealth Advisors, LLC | Wealth advisor | 10.1K | $1.2M | 0.1% | +0.9% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 10.0K | $1.1M | 0.0% | +42.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 9.8K | $1.1M | 0.0% | +10.7% |
| Richard P Slaughter Associates Inc | Wealth advisor | 9.2K | $1.1M | 0.2% | -1.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 8.6K | $985K | 0.0% | New |
| CHOREO, LLC | Wealth advisor | 8.2K | $938K | 0.0% | Held |
| Cetera Investment Advisers | Wealth advisor | 7.5K | $858K | 0.0% | +21.6% |
| JPMORGAN CHASE & CO | Bank broker | 7.2K | $813K | 0.0% | -2.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 6.9K | $794K | 0.0% | +159.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 6.8K | $777K | 0.0% | -52.7% |
| LANDMARK WEALTH MANAGEMENT, INC. | Wealth advisor | 6.5K | $746K | 0.3% | Held |
| BLUEDOOR PRIVATE WEALTH, LLC | Wealth advisor | 6.1K | $697K | 0.3% | -3.7% |
| Cosner Financial Group, LLC | Wealth advisor | 6.0K | $688K | 0.4% | -3.3% |
| COMPASS CAPITAL MANAGEMENT, INC ★2 | Fundamental diversified | 5.3K | $609K | 0.0% | Held |
| CPWA, LLC | Wealth advisor | 4.9K | $595K | 0.7% | — |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.