JPME

JPM Diver Ret US Mc Equity

+$2.3M

Net Activity

Institutions Holding

109

Popularity Rank

#4271

Avg Weight

0.14%

Total Value

$269.2M

Ownership Trend

109 institutions currently hold JPME, with 50 net buyers and 41 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

41

Net Buying Institutions

50

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$47.1M
HA
HighTower Advisors, LLC
$40.7M
LF
LPL Financial LLC
$28.7M
JF
Jones Financial Companies Lllp
$15.1M
CI
Cambridge Investment Research Advisors, Inc.
$14.1M

Top 5 by Conviction

SW
Stonehaven Wealth & Tax Solutions, LLC
2.32%
MW
Manske Wealth Management
1.92%
CF
Cassilly Financial Group LLC
1.55%
LA
LWM Advisory Services, LLC
1.28%
AP
Appleton Partners Inc/ma
0.74%
View all 109 holding institutions

Quarterly Activity

Recent Activity

+$156.0M

Total Buy Value

$126.8M

Total Sell Value

New buy15
Trim35
Add35
Sold out6

50

Net Buyers

41

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JPM DIVER RET US MC EQUITY (JPME)?
Major stakeholders currently include Morgan Stanley ($47.1M), HighTower Advisors, LLC ($40.7M), LPL Financial LLC ($28.7M). Based on the latest 13F filings, there are a total of 109 tracked investment funds and institutions maintaining positions in JPME.
What is the overall institutional sentiment toward JPME recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.3M, driven by 50 managers accumulating shares while 41 reduced their exposure.
Which institutions have been selling or reducing their JPME positions?
In the latest period, 35 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $126.8M.
Are there any notable investors adding JPME to their portfolios?
Yes, buying activity remains notable. 15 institutions opened new positions in {ticker}, and 35 existing holders added to their shares. The total reported buy value for the quarter amounted to $156.0M.

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