Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / DIVERSFED RTRN
-
Number of holders
-
91
-
Total 13F shares, excl. options
-
2,243,055
-
Shares change
-
+16,611
-
Total reported value, excl. options
-
$243,093,169
-
Value change
-
+$1,802,879
-
Number of buys
-
37
-
Number of sells
-
-41
-
Price
-
$108.44
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) as of Q3 2025
98 filings reported holding JPME - J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN as of Q3 2025.
J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) has 91 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,243,055 shares
.
Largest 10 shareholders include MORGAN STANLEY (438,632 shares), HighTower Advisors, LLC (313,601 shares), LPL Financial LLC (227,100 shares), Dynamic Advisor Solutions LLC (155,608 shares), Cambridge Investment Research Advisors, Inc. (111,752 shares), Cerity Partners LLC (98,920 shares), JONES FINANCIAL COMPANIES LLLP (96,016 shares), APPLETON PARTNERS INC/MA (89,679 shares), RVW Wealth, LLC (67,171 shares), and Manske Wealth Management (53,798 shares).
This table shows the top 91 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.