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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +10,453 | +154.0% | 17,241 | $2.14M | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Buy | +75,738 | — | 75,738 | $9.41M | Q2 2026 | Aug 19, 2026 |
| Raymond James Financial Inc | Buy | +54,737 | +278.3% | 74,404 | $9.24M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +26,183 | +19.6% | 159,646 | $19.91M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -14,807 | -67.5% | 7,123 | $884.78K | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +14,785 | — | 14,785 | $1.84M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -12,133 | -22.2% | 42,466 | $5.28M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +9,150 | — | 9,150 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -4,804 | -5.2% | 87,670 | $10.89M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,655 | +9.0% | 32,288 | $4.01M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -2,490 | -53.2% | 2,187 | $271.66K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +1,589 | +8.6% | 20,052 | $2.49M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +984 | +2.9% | 35,326 | $4.39M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +107 | — | 107 | $13.17K | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +25 | — | 25 | $649.44K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | +2.0% | 50 | $6.21K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +59,872 | +14.6% | 471,309 | $58.54M | Q2 2026 | Aug 13, 2026 |
| Curry Webb Wealth Management Llc | Buy | +1,994 | — | 1,994 | $247.68K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -1,458 | -9.3% | 14,301 | $1.78M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +826 | +1.5% | 55,464 | $6.89M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +291 | +22.6% | 1,576 | $195.80K | Q2 2026 | Aug 13, 2026 |
| Mclaughlin Asset Management, Inc. | Sell | -81 | -2.0% | 3,895 | $483.84K | Q2 2026 | Aug 13, 2026 |
| Vanguard Advisers Inc | Sell | -19 | -17.6% | 89 | $11.05K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +16,803 | +107.2% | 32,481 | $4.03M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +6,793 | — | 6,793 | $848.38K | Q2 2026 | Aug 12, 2026 |
| Stonex Group Inc. | Sell | -1,234 | -43.2% | 1,625 | $201.56K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +419 | +4.2% | 10,423 | $1.29M | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +77 | +2.0% | 3,946 | $490.15K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -19 | -0.3% | 7,474 | $928.37K | Q2 2026 | Aug 12, 2026 |
| Thoroughbred Financial Services, Llc | Buy | +354 | +7.9% | 4,829 | $599.00K | Q2 2026 | Aug 11, 2026 |
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.