Institutional Ownership
J P Morgan Exchange Traded F
CUSIP 46641Q407JPMORGAN DIVERJPUSQ1 2026
Institutional Holders
91
13F filers
Shares Held
2.12M
Aggregate institutional
Institutional Value
$269.30M
Q1 2026
Net New Holders
+7
13 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased28
Decreased33
Sold out6
Institutional Holders
91 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Modera Wealth Management, LLC | 247.0K | $32.16M | −17.6K | Reduced |
| 2 | St Germain D J Co Inc | 237.8K | $30.96M | −7.1K | Reduced |
| 3 | Bank Of America Corp /De/ | 230.2K | $29.97M | −47.8K | Reduced |
| 4 | Captrust Financial Advisors | 228.1K | $29.70M | +3.2K | Added |
| 5 | Ubs Group AG | 131.8K | $17.16M | −181 | Reduced |
| 6 | Highpoint Advisor Group LLC | 118.6K | $15.44M | −35.7K | Reduced |
| 7 | Sterneck Capital Management, LLC | 92.1K | $12.00M | +3.1K | Added |
| 8 | Wealth Enhancement Advisory Services, LLC | 77.1K | $10.13M | −47.6K | Reduced |
| 9 | Lpl Financial LLC | 73.9K | $9.62M | +4.6K | Added |
| 10 | Morgan Stanley | 52.5K | $6.83M | +1.6K | Added |
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