JPM DIVER RET US MC EQUITY (JPME) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $242.13M 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 $47.12M in its March 31, 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 $50.37M, representing an estimated gain of +6.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed JPME value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Hightower Advisors, Llc, Lpl Financial Llc, 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
106
Total Reported Value
$242.13M
Largest Holder
Morgan Stanley
Largest Position
$47.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
114
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% | 411,437 | $47,122,162 | $50,366,225 | +$3,244,063 | +6.88% | |
| Hightower Advisors, Llc | 0.04% | 355,257 | $40,688,421 | $43,488,928 | +$2,800,507 | +6.88% | |
| Lpl Financial Llc | 0.01% | 250,776 | $28,721,320 | $30,698,844 | +$1,977,524 | +6.89% | |
| Jones Financial Companies Lllp | 0.01% | 133,463 | $15,079,970 | $16,337,927 | +$1,257,957 | +8.34% | |
| Cerity Partners Llc | 0.02% | 92,474 | $10,591,078 | $11,320,242 | +$729,164 | +6.88% | |
| Rvw Wealth, Llc | 0.57% | 63,630 | $7,287,493 | $7,789,292 | +$501,799 | +6.89% | |
| Manske Wealth Management | 1.92% | 59,844 | $6,853,940 | $7,325,827 | +$471,887 | +6.88% | |
| Sanctuary Advisors, Llc | 0.03% | 54,638 | $6,257,720 | $6,688,533 | +$430,813 | +6.88% | |
| Royal Bank Of Canada | 0.00% | 54,599 | $6,253,000 | $6,683,758 | +$430,758 | +6.89% | |
| 1900 Wealth Management Llc | 0.34% | 46,344 | $5,307,816 | $5,673,219 | +$365,403 | +6.88% | |
| Bank Of America Corp | 0.00% | 34,342 | $3,933,189 | $4,203,990 | +$270,801 | +6.89% | |
| Osaic Holdings, Inc. | 0.00% | 29,633 | $3,396,469 | $3,627,536 | +$231,067 | +6.80% | |
| Equitable Holdings, Inc. | 0.02% | 24,064 | $2,756,050 | $2,945,804 | +$189,754 | +6.89% | |
| Stonehaven Wealth & Tax Solutions, Llc | 2.32% | 22,890 | $2,621,592 | $2,802,089 | +$180,497 | +6.88% | |
| Modern Wealth Management, Llc | 0.04% | 21,930 | $2,523,239 | $2,684,570 | +$161,331 | +6.39% | |
| Dynamic Advisor Solutions Llc | 0.07% | 19,971 | $2,287,264 | $2,444,758 | +$157,494 | +6.89% | |
| Raymond James Financial Inc | 0.00% | 19,667 | $2,252,461 | $2,407,544 | +$155,083 | +6.89% | |
| Private Advisor Group, Llc | 0.01% | 19,227 | $2,201,986 | $2,353,681 | +$151,695 | +6.89% | |
| Kwb Wealth | 0.21% | 19,504 | $2,119,305 | $2,387,590 | +$268,285 | +12.66% | |
| Advyzon Investment Management, Llc | 0.19% | 18,463 | $2,114,567 | $2,260,156 | +$145,589 | +6.89% | |
| Trilogy Capital Inc. | 0.09% | 18,022 | $2,064,060 | $2,206,170 | +$142,110 | +6.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,881 | $2,047,940 | $2,188,910 | +$140,970 | +6.88% | |
| Creativeone Wealth, Llc | 0.04% | 15,759 | $1,804,830 | $1,929,144 | +$124,314 | +6.89% | |
| Stifel Financial Corp | 0.00% | 15,678 | $1,795,601 | $1,919,229 | +$123,628 | +6.89% | |
| Cassilly Financial Group Llc | 1.55% | 15,627 | $1,789,704 | $1,912,985 | +$123,281 | +6.89% | |
| Empirical Asset Management, Llc | 0.45% | 14,887 | $1,704,994 | $1,822,398 | +$117,404 | +6.89% | |
| Apella Capital, Llc | 0.02% | 11,610 | $1,402,093 | $1,421,243 | +$19,150 | +1.37% | |
| Gallacher Capital Management Llc | 0.53% | 12,133 | $1,389,641 | $1,485,266 | +$95,625 | +6.88% | |
| Kestra Advisory Services, Llc | 0.01% | 11,559 | $1,323,853 | $1,415,000 | +$91,147 | +6.88% | |
| Journey Strategic Wealth Llc | 0.03% | 11,353 | $1,300,202 | $1,389,782 | +$89,580 | +6.89% | |
| Archford Capital Strategies, Llc | 0.14% | 10,693 | $1,224,669 | $1,308,988 | +$84,319 | +6.89% | |
| Goldstein Advisors, Llc | 0.14% | 10,626 | $1,216,996 | $1,300,786 | +$83,790 | +6.88% | |
| Lwm Advisory Services, Llc | 1.28% | 10,474 | $1,199,608 | $1,282,179 | +$82,571 | +6.88% | |
| Fsm Wealth Advisors, Llc | 0.15% | 10,132 | $1,160,402 | $1,240,313 | +$79,911 | +6.89% | |
| Harbour Investments, Inc. | 0.02% | 10,004 | $1,145,800 | $1,224,644 | +$78,844 | +6.88% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 9,837 | $1,126,642 | $1,204,200 | +$77,558 | +6.88% | |
| Richard P Slaughter Associates Inc | 0.23% | 9,185 | $1,051,958 | $1,124,385 | +$72,427 | +6.89% | |
| Goldman Sachs Group Inc | 0.00% | 8,600 | $984,958 | $1,052,772 | +$67,814 | +6.89% | |
| Choreo, Llc | 0.01% | 8,191 | $938,115 | $1,002,705 | +$64,590 | +6.89% | |
| Cetera Investment Advisers | 0.00% | 7,493 | $858,217 | $917,259 | +$59,042 | +6.88% | |
| Ameriprise Financial Inc | 0.00% | 6,872 | $794,240 | $841,239 | +$46,999 | +5.92% | |
| Citadel Advisors Llc | 0.00% | 6,788 | $777,430 | $830,956 | +$53,526 | +6.88% | |
| Landmark Wealth Management, Inc. | 0.28% | 6,518 | $746,449 | $797,904 | +$51,455 | +6.89% | |
| Bluedoor Private Wealth, Llc | 0.32% | 6,084 | $696,764 | $744,775 | +$48,011 | +6.89% | |
| Cosner Financial Group, Llc | 0.38% | 6,009 | $688,226 | $735,594 | +$47,368 | +6.88% | |
| Cpwa, Llc | 0.71% | 4,918 | $595,266 | $602,039 | +$6,773 | +1.14% | |
| Corecap Advisors, Llc | 0.02% | 5,059 | $579,407 | $619,300 | +$39,893 | +6.89% | |
| Nottingham Advisors, Inc. | 0.07% | 4,896 | $560,739 | $599,346 | +$38,607 | +6.88% | |
| Susquehanna International Group, Llp | 0.00% | 4,677 | $535,657 | $572,537 | +$36,880 | +6.88% | |
| Fifth Third Securities, Inc. | 0.03% | 4,519 | $517,561 | $553,195 | +$35,634 | +6.89% |
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.