Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / DIVERSFED RTRN
-
Number of holders
-
88
-
Total 13F shares, excl. options
-
2,260,215
-
Shares change
-
-667,276
-
Total reported value, excl. options
-
$234,350,796
-
Value change
-
-$69,055,291
-
Number of buys
-
38
-
Number of sells
-
-43
-
Price
-
$103.70
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) as of Q2 2025
96 filings reported holding JPME - J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN as of Q2 2025.
J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) has 88 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,260,215 shares
.
Largest 10 shareholders include MORGAN STANLEY (429,945 shares), HighTower Advisors, LLC (294,604 shares), LPL Financial LLC (230,072 shares), Dynamic Advisor Solutions LLC (150,959 shares), Cerity Partners LLC (100,162 shares), Cambridge Investment Research Advisors, Inc. (93,781 shares), APPLETON PARTNERS INC/MA (88,477 shares), CreativeOne Wealth, LLC (72,513 shares), RVW Wealth, LLC (68,206 shares), and JONES FINANCIAL COMPANIES LLLP (65,542 shares).
This table shows the top 88 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.