DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

JPME

JPMorgan Divers Ret US Mid Cp

117 institutions still hold JPMorgan Divers Ret US Mid Cp as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46641q886·117 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 2.8%

vs prior quarter

13F value held

$201M

62.0% inst. owned

of float

Holders

117

+69 QoQ

filers reporting

Activity

+37 / −33

+878 added · −834 reduced

this quarter

Concentration

23.40%

MORGAN STANLEY #1

top holder share

AI Holders Summary · Q1 2026

117 institutions reported JPME in Q1 2026. MORGAN STANLEY leads at 23.4% of the visible book. +69 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

$47M411K0.00%Q1 2026 02

HighTower Advisors, LLC

$41M355K0.04%Q1 2026 03

LPL Financial LLC

$29M251K0.01%Q1 2026 04

JONES FINANCIAL COMPANIES LLLP

$15M133K0.01%Q1 2026 05

Cerity Partners LLC

$11M92K0.01%Q1 2026 06

RVW Wealth, LLC

$7M64K0.57%Q1 2026 07

Manske Wealth Management

$7M60K1.92%Q1 2026 08

Sanctuary Advisors, LLC

$6M55K0.03%Q1 2026 09

ROYAL BANK OF CANADA

$6M55K0.00%Q1 2026 10

1900 WEALTH MANAGEMENT LLC

$5M46K0.34%Q1 2026 11

BANK OF AMERICA CORP /DE/

$4M34K0.00%Q1 2026 12

OSAIC HOLDINGS, INC.

$3M30K0.01%Q1 2026 13

Good Life Advisors, LLC

$3M27K0.18%Q2 2025 14

Equitable Holdings, Inc.

$3M24K0.02%Q1 2026 15

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

$3M23K2.32%Q1 2026 16

Modern Wealth Management, LLC

$3M22K0.04%Q1 2026 17

MAS Advisors LLC

$2M22K3.75%Q3 2025 18

Dynamic Advisor Solutions LLC

$2M20K0.07%Q1 2026 19

RAYMOND JAMES FINANCIAL INC

$2M20K0.00%Q1 2026 20

Private Advisor Group, LLC

$2M19K0.01%Q1 2026

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