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JPM Diver RET US MC Equity (JPME)

CUSIP: 46641Q886 | NYSE | 231 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.135,605
0.0% of portfolio›$16.1K
Manske Wealth Management74,046
2.1% of portfolio›$8.8M
RVW Wealth, LLC63,356
0.5% of portfolio›$7.5M
1900 Wealth Management LLC46,318
0.3% of portfolio›$5.5M
Commonwealth Equity Services, LLC19,790
0.0% of portfolio›$2.4M
Dynamic Advisor Solutions LLC19,478
0.1% of portfolio›$2.3M
Stonehaven Wealth & TAX Solutions, LLC17,576
2.0% of portfolio›$2.1M
Trilogy Capital Inc.16,906
0.1% of portfolio›$2.0M
Cassilly Financial Group LLC16,878
1.3% of portfolio›$2.0M
KWB Wealth15,935
0.2% of portfolio›$1.9M
Appleton Partners Inc14,480
0.0% of portfolio›$1.7K
Apella Capital, LLC10,837
0.0% of portfolio›$1.3M
Kestra Advisory Services, LLC10,253
0.0% of portfolio›$1.2M
Goldstein Advisors, LLC10,048
0.1% of portfolio›$1.2M
FSM Wealth Advisors, LLC10,041
0.1% of portfolio›$1.2M
Archford Capital Strategies, LLC9,172
0.1% of portfolio›$1.1M
Richard P Slaughter Associates Inc8,592
0.2% of portfolio›$1.0M
Choreo, LLC7,736
0.0% of portfolio›$920.1K
Gallacher Capital Management LLC7,426
0.7% of portfolio›$883.2K
Landmark Wealth Management, Inc.6,518
0.3% of portfolio›$775.2K
Cosner Financial Group, LLC5,735
0.4% of portfolio›$682.2K
Cpwa, LLC5,153
0.7% of portfolio›$625.4K
Nottingham Advisors, Inc.4,896
0.1% of portfolio›$585.3K
Fifth Third Securities, Inc.4,029
0.0% of portfolio›$479.2K
Adamsbrown Wealth Consultants LLC3,484
0.1% of portfolio›$414.3K
Kestra Private Wealth Services, LLC3,387
0.0% of portfolio›$402.8K
EverSource Wealth Advisors, LLC2,432
0.0% of portfolio›$289.2K
Layline Advisors, LLC2,393
0.3% of portfolio›$284.6K
Curry Webb Wealth Management LLC1,994
0.1% of portfolio›$247.7K
PFG Advisors1,780
0.0% of portfolio›$211.7K
Private Trust Co NA1,554
0.0% of portfolio›$184.8K
Farther Finance Advisors, LLC954
0.0% of portfolio›$113.5K
Albion Financial Group936
0.0% of portfolio›$111.3K
Assetmark, Inc392
0.0% of portfolio›$46.6K
IFP Advisors, Inc327
0.0% of portfolio›$38.9K
Asset Dedication, LLC234
0.0% of portfolio›$27.8K
Pflug Koory, LLC200
0.0% of portfolio›$23.8K
Team Financial Group, LLC116
0.0% of portfolio›$13.8K
Capital Investment Advisory Services, LLC82
0.0% of portfolio›$9.8K
Golden State Wealth Management, LLC82
0.0% of portfolio›$9.8K
IMG Wealth Management, Inc.21
0.0% of portfolio›$2.5K
Parallel Advisors, LLC17
0.0% of portfolio›$2.1K
UMB Private Wealth Management, LLC1
0.0% of portfolio›$119
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
135,605$16.1K0.0%ETFLowFairfield, IA2026-11-02
Manske Wealth Management
74,046$8.8M2.1%ValueVery LowHouston, TX2026-10-26
RVW Wealth, LLC
63,356$7.5M0.5%ETFVery LowLos Angeles, CA2026-10-06
1900 Wealth Management LLC
46,318$5.5M0.3%ETFLowSan Antonio, TX2026-10-13
Commonwealth Equity Services, LLC
19,790$2.4M0.0%ETFLowWaltham, MA2026-11-02
Dynamic Advisor Solutions LLC
19,478$2.3M0.1%ETFLowPhoenix, AZ2026-10-13
Stonehaven Wealth & TAX Solutions, LLC
17,576$2.1M2.0%ETFLowAppleton, WI2026-10-22
Trilogy Capital Inc.
16,906$2.0M0.1%ETFMediumIrvine, CA2026-10-20
Cassilly Financial Group LLC
16,878$2.0M1.3%ETFLowSeverna Park, MD2026-10-07
KWB Wealth
15,935$1.9M0.2%ETFMediumRedlands, CA2026-10-16
Appleton Partners Inc
14,480$1.7K0.0%GrowthLowBoston, MA2026-10-30
Apella Capital, LLC
10,837$1.3M0.0%ETFVery LowWest Hartford, CT2026-10-08
Kestra Advisory Services, LLC
10,253$1.2M0.0%CoreLowAustin, TX2026-11-02
Goldstein Advisors, LLC
10,048$1.2M0.1%ETFMediumMadison, WI2026-10-15
FSM Wealth Advisors, LLC
10,041$1.2M0.1%ETFLowCleveland, OH2026-10-27
Archford Capital Strategies, LLC
9,172$1.1M0.1%GrowthMediumSwansea, IL2026-10-19
Richard P Slaughter Associates Inc
8,592$1.0M0.2%ETFMediumAustin, TX2026-10-13
Choreo, LLC
7,736$920.1K0.0%IndexLowRockford, IL2026-10-28
Gallacher Capital Management LLC
7,426$883.2K0.7%ValueMediumLone Tree, CO2026-10-30
Landmark Wealth Management, Inc.
6,518$775.2K0.3%ETFLowNormal, IL2026-11-04
Cosner Financial Group, LLC
5,735$682.2K0.4%ETFLowWindsor, CO2026-11-03
Cpwa, LLC
5,153$625.4K0.7%GrowthN/AHood River, OR2026-11-04
Nottingham Advisors, Inc.
4,896$585.3K0.1%ETFLowAmherst, NY2026-10-29
Fifth Third Securities, Inc.
4,029$479.2K0.0%ETFLowCincinnati, OH2026-10-21
Adamsbrown Wealth Consultants LLC
3,484$414.3K0.1%ETFLowWichita, KS2026-10-20
Kestra Private Wealth Services, LLC
3,387$402.8K0.0%GrowthLowAustin, TX2026-10-30
EverSource Wealth Advisors, LLC
2,432$289.2K0.0%CoreMediumBirmingham, AL2026-11-04
Layline Advisors, LLC
2,393$284.6K0.3%ETFLowRochester, NY2026-11-02
Curry Webb Wealth Management LLC
1,994$247.7K0.1%ETFLowIndianapolis, IN2026-10-22
PFG Advisors
1,780$211.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Private Trust Co NA
1,554$184.8K0.0%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
954$113.5K0.0%IndexLowSan Francisco, CA2026-10-08
Albion Financial Group
936$111.3K0.0%GrowthLowSalt Lake City, UT2026-10-21
Assetmark, Inc
392$46.6K0.0%ETFLowConcord, CA2026-10-21
IFP Advisors, Inc
327$38.9K0.0%GrowthLowTampa, FL2026-10-16
Asset Dedication, LLC
234$27.8K0.0%ETFLowSan Francisco, CA2026-11-03
Pflug Koory, LLC
200$23.8K0.0%CoreVery LowOmaha, NE2026-10-26
Team Financial Group, LLC
116$13.8K0.0%ETFLowTemecula, CA2026-10-30
Capital Investment Advisory Services, LLC
82$9.8K0.0%CoreMediumRaleigh, NC2026-10-30
Golden State Wealth Management, LLC
82$9.8K0.0%ETFMediumSanta Ana, CA2026-11-02
IMG Wealth Management, Inc.
21$2.5K0.0%ETFMediumJacksonville, FL2026-10-27
Parallel Advisors, LLC
17$2.1K0.0%IndexLowSan Francisco, CA2026-11-03
UMB Private Wealth Management, LLC
1$1190.0%GrowthN/AKansas City, MO2026-10-19