JPME Institutional Ownership & Shareholders
JPM DIVER RET US MC EQUITY (JPME) is currently held by 101 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $241.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of JPME tracked by InsiderSet, reporting ownership valued at approximately $58.54M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $58.86M, representing an estimated gain of +0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed JPME value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Jones Financial Companies Lllp, and several other long-term asset managers with concentrated positions in JPM DIVER RET US MC EQUITY (JPME).
This page ranks the largest institutional JPME shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
101
Total Reported Value
$241.06M
Largest Holder
Morgan Stanley
Largest Position
$58.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 471,309 | $58,543,669 | $58,861,781 | +$318,112 | +0.54% | |
| Lpl Financial Llc | 0.01% | 261,929 | $32,535,371 | $32,712,313 | +$176,942 | +0.54% | |
| Jones Financial Companies Lllp | 0.01% | 159,646 | $19,912,640 | $19,938,189 | +$25,549 | +0.13% | |
| Cerity Partners Llc | 0.01% | 87,670 | $10,889,888 | $10,949,106 | +$59,218 | +0.54% | |
| Kingsview Wealth Management, Llc | 0.11% | 75,738 | $9,407,758 | $9,458,919 | +$51,161 | +0.54% | |
| Raymond James Financial Inc | 0.00% | 74,404 | $9,242,056 | $9,292,316 | +$50,260 | +0.54% | |
| Manske Wealth Management | 2.06% | 74,046 | $8,807,078 | $9,247,605 | +$440,527 | +5.00% | |
| Rvw Wealth, Llc | 0.48% | 63,356 | $7,535,532 | $7,912,531 | +$376,999 | +5.00% | |
| Sanctuary Advisors, Llc | 0.03% | 55,464 | $6,889,382 | $6,926,899 | +$37,517 | +0.54% | |
| 1900 Wealth Management Llc | 0.30% | 46,318 | $5,509,078 | $5,784,655 | +$275,577 | +5.00% | |
| Royal Bank Of Canada | 0.00% | 42,466 | $5,275,000 | $5,303,579 | +$28,579 | +0.54% | |
| Bank Of America Corp | 0.00% | 35,326 | $4,388,008 | $4,411,864 | +$23,856 | +0.54% | |
| Stifel Financial Corp | 0.00% | 32,481 | $4,034,615 | $4,056,552 | +$21,937 | +0.54% | |
| Osaic Holdings, Inc. | 0.00% | 32,288 | $4,013,438 | $4,032,448 | +$19,010 | +0.47% | |
| Advyzon Investment Management, Llc | 0.18% | 20,052 | $2,490,749 | $2,504,294 | +$13,545 | +0.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,903 | $2,472,240 | $2,485,686 | +$13,446 | +0.54% | |
| Dynamic Advisor Solutions Llc | 0.07% | 19,478 | $2,316,758 | $2,432,607 | +$115,849 | +5.00% | |
| Citadel Advisors Llc | 0.00% | 17,241 | $2,141,582 | $2,153,228 | +$11,646 | +0.54% | |
| Stonehaven Wealth & Tax Solutions, Llc | 1.98% | 17,576 | $2,090,489 | $2,195,067 | +$104,578 | +5.00% | |
| Trilogy Capital Inc. | 0.08% | 16,906 | $2,010,800 | $2,111,390 | +$100,590 | +5.00% | |
| Cassilly Financial Group Llc | 1.35% | 16,878 | $2,007,424 | $2,107,893 | +$100,469 | +5.00% | |
| Empirical Asset Management, Llc | 0.44% | 15,560 | $1,932,796 | $1,943,288 | +$10,492 | +0.54% | |
| Kwb Wealth | 0.16% | 15,935 | $1,895,309 | $1,990,122 | +$94,813 | +5.00% | |
| Natixis Advisors, Llc | 0.00% | 14,785 | $1,836,000 | $1,846,499 | +$10,499 | +0.57% | |
| Creativeone Wealth, Llc | 0.04% | 14,301 | $1,776,410 | $1,786,052 | +$9,642 | +0.54% | |
| Apella Capital, Llc | 0.02% | 10,837 | $1,302,748 | $1,353,433 | +$50,685 | +3.89% | |
| Journey Strategic Wealth Llc | 0.03% | 11,353 | $1,300,202 | $1,417,876 | +$117,674 | +9.05% | |
| Harbour Investments, Inc. | 0.02% | 10,423 | $1,294,633 | $1,301,728 | +$7,095 | +0.55% | |
| Kestra Advisory Services, Llc | 0.00% | 10,162 | $1,262,210 | $1,269,132 | +$6,922 | +0.55% | |
| Fsm Wealth Advisors, Llc | 0.13% | 10,041 | $1,214,129 | $1,254,020 | +$39,891 | +3.29% | |
| Goldstein Advisors, Llc | 0.11% | 10,048 | $1,195,109 | $1,254,895 | +$59,786 | +5.00% | |
| Ameriprise Financial Inc | 0.00% | 9,150 | $1,136,504 | $1,142,744 | +$6,240 | +0.55% | |
| Archford Capital Strategies, Llc | 0.11% | 9,172 | $1,090,918 | $1,145,491 | +$54,573 | +5.00% | |
| Richard P Slaughter Associates Inc | 0.20% | 8,592 | $1,021,903 | $1,073,055 | +$51,152 | +5.01% | |
| Cetera Investment Advisers | 0.00% | 7,474 | $928,369 | $933,428 | +$5,059 | +0.54% | |
| Choreo, Llc | 0.01% | 7,736 | $920,120 | $966,149 | +$46,029 | +5.00% | |
| Modern Wealth Management, Llc | 0.01% | 7,123 | $884,780 | $889,591 | +$4,811 | +0.54% | |
| Gallacher Capital Management Llc | 0.72% | 7,426 | $883,221 | $927,433 | +$44,212 | +5.01% | |
| Jpmorgan Chase & Co | 0.00% | 6,793 | $848,385 | $848,378 | -$7 | -0.00% | |
| Landmark Wealth Management, Inc. | 0.27% | 6,517 | $809,568 | $813,908 | +$4,340 | +0.54% | |
| Private Advisor Group, Llc | 0.00% | 6,510 | $808,598 | $813,034 | +$4,436 | +0.55% | |
| Cosner Financial Group, Llc | 0.37% | 5,807 | $720,605 | $725,236 | +$4,631 | +0.64% | |
| Bluedoor Private Wealth, Llc | 0.30% | 5,787 | $718,805 | $722,738 | +$3,933 | +0.55% | |
| Compass Capital Management, Inc | 0.04% | 5,320 | $660,821 | $664,415 | +$3,594 | +0.54% | |
| Coppell Advisory Solutions Llc | 0.05% | 25 | $649,444 | $3,122 | -$646,322 | -99.52% | |
| Principal Securities, Inc. | 0.01% | 5,114 | $635,227 | $638,687 | +$3,460 | +0.54% | |
| Cpwa, Llc | 0.72% | 4,976 | $618,070 | $621,453 | +$3,383 | +0.55% | |
| Thoroughbred Financial Services, Llc | 0.03% | 4,829 | $599,000 | $603,094 | +$4,094 | +0.68% | |
| Lwm Advisory Services, Llc | 1.05% | 4,726 | $587,128 | $590,230 | +$3,102 | +0.53% | |
| Nottingham Advisors, Inc. | 0.07% | 4,896 | $585,268 | $611,461 | +$26,193 | +4.48% |
Frequently asked questions about JPME
Who are the largest institutional holders of JPME?
The largest institutional holders of JPME reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Jones Financial Companies Lllp, Cerity Partners Llc, and Kingsview Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported JPME position.
What is JPME institutional ownership?
This page tracks JPME positions reported by institutional investment managers through SEC Form 13F. JPM DIVER RET US MC EQUITY (JPME) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPME?
InsiderSet currently tracks 101 institutional managers reporting JPME holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPME shareholders.
How much JPME stock do institutions own?
Institutional investment managers disclosed approximately $241.06M in JPME holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPME institutional ownership last updated?
The latest JPME institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPME holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPME position after the reporting date.
Are institutions buying or selling JPME?
Institutional buying and selling can be analyzed by comparing JPME positions across consecutive 13F reporting periods. InsiderSet's JPME Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPME ownership changes.
How has JPME institutional ownership changed over time?
InsiderSet tracks JPME institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.