CUSIP 46641Q407JPMORGAN DIVERJPUSQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 278.0K | $34.46M |
| 2 | Modera Wealth Management, LLC | 264.6K | $32.79M |
| 3 | St Germain D J Co Inc | 244.8K | $30.35M |
| 4 | Captrust Financial Advisors | 224.9K | $27.87M |
| 5 | Ubs Group AG | 132.0K | $16.36M |
| 6 | Wealth Enhancement Advisory Services, LLC | 124.7K | $15.79M |
| 7 | Sterneck Capital Management, LLC | 89.0K | $11.03M |
| 8 | Lpl Financial LLC | 69.3K | $8.59M |
| 9 |
| Morgan Stanley |
| 50.8K |
| $6.30M |
| 10 | Jpmorgan Chase & Co | 45.1K | $5.59M |