JPM DIVER RET US MC EQUITY (JPME) Institutional Shareholders
JPM DIVER RET US MC EQUITY (JPME) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $245.88M in JPME holdings during the latest filing period.
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 $58.34M, representing an estimated loss of -0.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
103
Total Reported Value
$245.88M
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 | $58,343,341 | -$200,328 | -0.34% | |
| Lpl Financial Llc | 0.01% | 261,929 | $32,535,371 | $32,424,191 | -$111,180 | -0.34% | |
| Jones Financial Companies Lllp | 0.01% | 159,646 | $19,912,640 | $19,762,578 | -$150,062 | -0.75% | |
| Cerity Partners Llc | 0.01% | 87,670 | $10,889,888 | $10,852,669 | -$37,219 | -0.34% | |
| Kingsview Wealth Management, Llc | 0.11% | 75,738 | $9,407,758 | $9,375,607 | -$32,151 | -0.34% | |
| Raymond James Financial Inc | 0.00% | 74,404 | $9,242,056 | $9,210,471 | -$31,585 | -0.34% | |
| Rvw Wealth, Llc | 0.52% | 63,776 | $7,921,948 | $7,894,831 | -$27,117 | -0.34% | |
| Manske Wealth Management | 1.96% | 63,388 | $7,873,672 | $7,846,801 | -$26,871 | -0.34% | |
| Sanctuary Advisors, Llc | 0.03% | 55,464 | $6,889,382 | $6,865,889 | -$23,493 | -0.34% | |
| 1900 Wealth Management Llc | 0.32% | 46,317 | $5,753,263 | $5,733,581 | -$19,682 | -0.34% | |
| Royal Bank Of Canada | 0.00% | 42,466 | $5,275,000 | $5,256,866 | -$18,134 | -0.34% | |
| Bank Of America Corp | 0.00% | 35,326 | $4,388,008 | $4,373,006 | -$15,002 | -0.34% | |
| Stifel Financial Corp | 0.00% | 32,481 | $4,034,615 | $4,020,823 | -$13,792 | -0.34% | |
| Osaic Holdings, Inc. | 0.00% | 32,288 | $4,013,438 | $3,996,932 | -$16,506 | -0.41% | |
| Stonehaven Wealth & Tax Solutions, Llc | 2.31% | 23,200 | $2,881,777 | $2,871,928 | -$9,849 | -0.34% | |
| Kwb Wealth | 0.22% | 20,296 | $2,521,037 | $2,512,442 | -$8,595 | -0.34% | |
| Appleton Partners Inc/Ma | 0.15% | 20,152 | $2,503,000 | $2,494,616 | -$8,384 | -0.33% | |
| Advyzon Investment Management, Llc | 0.18% | 20,052 | $2,490,749 | $2,482,237 | -$8,512 | -0.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,903 | $2,472,240 | $2,463,792 | -$8,448 | -0.34% | |
| Dynamic Advisor Solutions Llc | 0.07% | 18,507 | $2,298,853 | $2,290,982 | -$7,871 | -0.34% | |
| Trilogy Capital Inc. | 0.09% | 17,932 | $2,227,414 | $2,219,802 | -$7,612 | -0.34% | |
| Citadel Advisors Llc | 0.00% | 17,241 | $2,141,582 | $2,134,263 | -$7,319 | -0.34% | |
| Cassilly Financial Group Llc | 1.45% | 16,053 | $1,993,971 | $1,987,201 | -$6,770 | -0.34% | |
| Empirical Asset Management, Llc | 0.44% | 15,560 | $1,932,796 | $1,926,172 | -$6,624 | -0.34% | |
| Natixis Advisors, Llc | 0.00% | 14,785 | $1,836,000 | $1,830,235 | -$5,765 | -0.31% | |
| Creativeone Wealth, Llc | 0.04% | 14,301 | $1,776,410 | $1,770,321 | -$6,089 | -0.34% | |
| Apella Capital, Llc | 0.02% | 11,330 | $1,410,579 | $1,402,541 | -$8,038 | -0.57% | |
| Archford Capital Strategies, Llc | 0.13% | 10,693 | $1,328,226 | $1,323,686 | -$4,540 | -0.34% | |
| Journey Strategic Wealth Llc | 0.03% | 11,353 | $1,300,202 | $1,405,388 | +$105,186 | +8.09% | |
| Harbour Investments, Inc. | 0.02% | 10,423 | $1,294,633 | $1,290,263 | -$4,370 | -0.34% | |
| Kestra Advisory Services, Llc | 0.00% | 10,162 | $1,262,210 | $1,257,954 | -$4,256 | -0.34% | |
| Goldstein Advisors, Llc | 0.11% | 10,068 | $1,250,592 | $1,246,318 | -$4,274 | -0.34% | |
| Fsm Wealth Advisors, Llc | 0.13% | 10,064 | $1,250,056 | $1,245,823 | -$4,233 | -0.34% | |
| Ameriprise Financial Inc | 0.00% | 9,150 | $1,136,504 | $1,132,679 | -$3,826 | -0.34% | |
| Richard P Slaughter Associates Inc | 0.22% | 8,810 | $1,094,330 | $1,090,590 | -$3,740 | -0.34% | |
| Gallacher Capital Management Llc | 0.61% | 8,708 | $1,081,666 | $1,077,963 | -$3,703 | -0.34% | |
| Choreo, Llc | 0.01% | 7,736 | $960,923 | $957,639 | -$3,284 | -0.34% | |
| Cetera Investment Advisers | 0.00% | 7,474 | $928,369 | $925,206 | -$3,163 | -0.34% | |
| Modern Wealth Management, Llc | 0.01% | 7,123 | $884,780 | $881,756 | -$3,024 | -0.34% | |
| Jpmorgan Chase & Co | 0.00% | 6,793 | $848,385 | $840,905 | -$7,480 | -0.88% | |
| Landmark Wealth Management, Inc. | 0.27% | 6,517 | $809,568 | $806,739 | -$2,829 | -0.35% | |
| Private Advisor Group, Llc | 0.00% | 6,510 | $808,598 | $805,873 | -$2,725 | -0.34% | |
| Cosner Financial Group, Llc | 0.37% | 5,807 | $720,605 | $718,849 | -$1,756 | -0.24% | |
| Bluedoor Private Wealth, Llc | 0.30% | 5,787 | $718,805 | $716,373 | -$2,432 | -0.34% | |
| Compass Capital Management, Inc | 0.04% | 5,320 | $660,821 | $658,563 | -$2,258 | -0.34% | |
| Coppell Advisory Solutions Llc | 0.05% | 25 | $649,444 | $3,095 | -$646,349 | -99.52% | |
| Principal Securities, Inc. | 0.01% | 5,114 | $635,227 | $633,062 | -$2,165 | -0.34% | |
| Cpwa, Llc | 0.72% | 4,976 | $618,070 | $615,979 | -$2,091 | -0.34% | |
| Nottingham Advisors, Inc. | 0.07% | 4,896 | $608,782 | $606,076 | -$2,706 | -0.44% | |
| Thoroughbred Financial Services, Llc | 0.03% | 4,829 | $599,000 | $597,782 | -$1,218 | -0.20% |
Frequently asked questions about JPME
Who owns the most JPME stock?
The largest holders of JPME are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPM DIVER RET US MC EQUITY (JPME).
Is JPME widely held by superinvestors?
Many widely followed stocks like JPME appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JPME is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.