CUSIP 46641Q407JPMORGAN DIVERJPUSQ4 2025
Aggregate 13F value by quarter
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83 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 278.0K | $34.46M | +3.9K | Added |
| 2 | Modera Wealth Management, LLC | 264.6K | $32.79M | −7.8K | Reduced |
| 3 | St Germain D J Co Inc | 244.8K | $30.35M | −4.1K | Reduced |
| 4 | Captrust Financial Advisors | 224.9K | $27.87M |
| +4.6K |
| Added |
| 5 | Ubs Group AG | 132.0K | $16.36M | +545 | Added |
| 6 | Wealth Enhancement Advisory Services, LLC | 124.7K | $15.79M | −7.0K | Reduced |
| 7 | Sterneck Capital Management, LLC | 89.0K | $11.03M | +2.6K | Added |
| 8 | Lpl Financial LLC | 69.3K | $8.59M | +5.6K | Added |
| 9 | Morgan Stanley | 50.8K | $6.30M | +4.3K | Added |
| 10 | Jpmorgan Chase & Co | 45.1K | $5.59M | −5.6K | Reduced |
See every fund holding J P Morgan Exchange Traded F, with full quarter-over-quarter share changes.
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