JPM DIVER RET US MC EQUITY (JPME) Institutional Ownership Changes & 13F Activity

JPM DIVER RET US MC EQUITY (JPME). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Kingsview Wealth Management, Llc, Morgan Stanley, Raymond James Financial Inc, Jones Financial Companies Lllp, and Stifel Financial Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+10,453+154.0%17,241$2.14MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcBuy+75,73875,738$9.41MQ2 2026Aug 19, 2026
Raymond James Financial IncBuy+54,737+278.3%74,404$9.24MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+26,183+19.6%159,646$19.91MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-14,807-67.5%7,123$884.78KQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+14,78514,785$1.84MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-12,133-22.2%42,466$5.28MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+9,1509,150$1.14MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-4,804-5.2%87,670$10.89MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,655+9.0%32,288$4.01MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-2,490-53.2%2,187$271.66KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+1,589+8.6%20,052$2.49MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+984+2.9%35,326$4.39MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+107107$13.17KQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+2525$649.44KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1+2.0%50$6.21KQ2 2026Aug 14, 2026
Morgan StanleyBuy+59,872+14.6%471,309$58.54MQ2 2026Aug 13, 2026
Curry Webb Wealth Management LlcBuy+1,9941,994$247.68KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-1,458-9.3%14,301$1.78MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+826+1.5%55,464$6.89MQ2 2026Aug 13, 2026
Fmr LlcBuy+291+22.6%1,576$195.80KQ2 2026Aug 13, 2026
Mclaughlin Asset Management, Inc.Sell-81-2.0%3,895$483.84KQ2 2026Aug 13, 2026
Vanguard Advisers IncSell-19-17.6%89$11.05KQ2 2026Aug 13, 2026
Stifel Financial CorpBuy+16,803+107.2%32,481$4.03MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+6,7936,793$848.38KQ2 2026Aug 12, 2026
Stonex Group Inc.Sell-1,234-43.2%1,625$201.56KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+419+4.2%10,423$1.29MQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+77+2.0%3,946$490.15KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-19-0.3%7,474$928.37KQ2 2026Aug 12, 2026
Thoroughbred Financial Services, LlcBuy+354+7.9%4,829$599.00KQ2 2026Aug 11, 2026
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Frequently asked questions about JPME activity

  • Which institutional owners are buying JPME?

    Institutional owners buying JPME include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JPME activity?

    "Buy" means an investor increased their reported position in JPME compared to the prior reporting period. This reflects growing exposure to JPM DIVER RET US MC EQUITY (JPME) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JPME increasing?

    Institutional interest in JPME can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.