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JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) Institutional Ownership

$109.06 -0.80 (-0.73%)
Closing price 09/12/2025 04:10 PM Eastern
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$108.95 -0.11 (-0.10%)
As of 09/12/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Diversified Return U.S. Mid Cap Equity ETF (NYSEARCA:JPME)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$61.14M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$148.84M
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JPME Institutional Buying and Selling by Quarter

JPMorgan Diversified Return U.S. Mid Cap Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.11,990$1.24M0.0%+22.5%0.351%
8/18/2025 N.E.W. Advisory Services LLC6,993$725K0.1%-91.8%0.204%
8/15/2025 MML Investors Services LLC10,355$1.07M0.0%+10.9%0.303%
8/15/2025 Bank of America Corp DE29,977$3.11M0.0%-1.3%0.877%
8/15/2025 Ameriprise Financial Inc.4,723$490K0.0%N/A0.138%
8/14/2025 Raymond James Financial Inc.15,531$1.61M0.0%-4.8%0.454%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC22,270$2.31M2.3%+5.3%0.651%
8/14/2025 Cerity Partners LLC100,162$10.39M0.0%-85.7%2.929%
8/13/2025 EverSource Wealth Advisors LLC2,576$267K0.0%-6.4%0.075%
8/12/2025 CreativeOne Wealth LLC72,513$7.52M0.2%-66.9%2.120%
8/12/2025 Journey Strategic Wealth LLC10,729$1.11M0.0%+3.2%0.314%
8/12/2025 JPMorgan Chase & Co.7,614$790K0.0%-57.6%0.223%
8/11/2025 Traub Capital Management LLC4,150$430K0.4%N/A0.120%
8/8/2025 Cetera Investment Advisers4,948$513K0.0%-13.2%0.143%
8/8/2025 Good Life Advisors LLC27,463$2.85M0.2%+3.5%0.796%
8/7/2025 PFG Advisors2,576$267K0.0%-5.1%0.075%
8/5/2025 Landmark Wealth Management Inc.6,517$676K0.3%-2.7%0.189%
8/1/2025 Envestnet Asset Management Inc.10,945$1.14M0.0%+10.8%0.317%
7/31/2025 FSM Wealth Advisors LLC10,851$1.14M0.2%+32.8%0.315%
7/29/2025 Goldstein Advisors LLC11,442$1.19M0.2%-1.4%0.332%
7/22/2025 MAS Advisors LLC21,838$2.27M3.7%-13.7%0.633%
7/22/2025 Appleton Partners Inc. MA88,477$9.18M0.6%+0.9%2.565%
7/21/2025 Ameritas Advisory Services LLC302$31K0.0%N/A0.009%
7/21/2025 1900 Wealth Management LLC47,540$4.93M0.4%-3.2%1.378%
7/18/2025 Trilogy Capital Inc.22,674$2.35M0.1%-19.0%0.657%
7/17/2025 Fifth Third Securities Inc.4,590$476K0.0%+3.1%0.133%
7/17/2025 Albion Financial Group UT936$97K0.0%-41.9%0.027%
7/17/2025 KWB Wealth17,998$1.81M0.2%+3.4%0.522%
7/15/2025 RVW Wealth LLC68,206$7.07M0.6%-1.4%1.977%
7/9/2025 Dynamic Advisor Solutions LLC150,959$15.66M0.5%+8.1%4.440%
7/8/2025 Richard P Slaughter Associates Inc9,764$1.01M0.2%-22.3%0.287%
5/16/2025Goldman Sachs Group Inc.26,846$2.70M0.0%-38.3%0.790%
5/15/2025Royal Bank of Canada45,070$4.53M0.0%+2.0%1.288%
5/14/2025CreativeOne Wealth LLC219,073$22.03M0.7%-3.3%6.259%
5/14/2025Northwestern Mutual Wealth Management Co.9,084$914K0.0%-2.6%0.260%
5/14/2025Kestra Advisory Services LLC25,597$2.57M0.0%+3.0%0.731%
5/14/2025MAS Advisors LLC25,303$2.55M3.9%+44.1%0.723%
5/13/2025LWM Advisory Services LLC15,100$1.52M1.1%-2.7%0.431%
5/13/2025HighTower Advisors LLC299,534$30.13M0.0%+2.3%8.558%
5/9/2025Atria Wealth Solutions Inc.9,768$982K0.0%+1.8%0.279%
5/9/2025Thoroughbred Financial Services LLC4,889$491K0.0%-33.1%0.140%
5/8/2025Harbour Investments Inc.6,722$676K0.0%-2.1%0.192%
5/8/2025RVW Wealth LLC69,200$6.96M0.7%-5.0%1.977%
5/7/2025N.E.W. Advisory Services LLC85,676$8.62M0.7%+106.3%2.448%
5/7/2025Nottingham Advisors Inc.5,329$536K0.1%-3.2%0.152%
5/7/2025LPL Financial LLC222,291$22.36M0.0%-3.4%6.351%
5/7/2025Trilogy Capital Inc.27,990$2.82M0.1%-80.5%0.800%
5/6/2025Assetmark Inc.540$54K0.0%+1,400.0%0.015%
5/6/2025Cetera Investment Advisers5,698$573K0.0%-8.5%0.163%
5/6/2025Journey Strategic Wealth LLC10,401$1.05M0.0%+2.6%0.297%
5/6/2025PFG Advisors2,715$273K0.0%-5.2%0.078%
5/5/2025Private Advisor Group LLC17,131$1.72M0.0%+2.6%0.489%
5/1/2025Fifth Third Securities Inc.4,453$448K0.0%-5.9%0.132%
5/1/2025Gateway Wealth Partners LLC7,710$775K0.2%-10.1%0.228%
4/30/2025Cerity Partners LLC702,656$70.67M0.1%+2.1%20.789%
4/30/2025Stratos Wealth Partners LTD.5,162$519K0.0%-45.5%0.153%
4/29/2025Envestnet Asset Management Inc.9,875$993K0.0%+1.4%0.292%
4/29/2025Wayfinding Financial LLC281$28K0.0%N/A0.008%
4/28/2025Private Trust Co. NA612$62K0.0%+56.5%0.018%
4/28/2025FSM Wealth Advisors LLC8,171$822K0.2%+157.8%0.242%
4/28/2025Astoria Portfolio Advisors LLC.5,179$499K0.2%N/A0.153%
4/25/2025Albion Financial Group UT1,610$162K0.0%+72.0%0.048%
4/24/20253Chopt Investment Partners LLC372$37K0.0%N/A0.011%
4/23/2025Archford Capital Strategies LLC10,693$1.08M0.2%N/A0.316%
4/22/2025Cambridge Investment Research Advisors Inc.86,439$8.69M0.0%+44.1%2.557%
4/22/2025Appleton Partners Inc. MA87,687$8.82M0.7%+1.0%2.594%
4/17/20251900 Wealth Management LLC49,100$4.94M0.4%+3.8%1.453%
4/17/2025Good Life Advisors LLC26,546$2.67M0.2%N/A0.785%
4/17/2025Dynamic Advisor Solutions LLC139,692$14.05M0.5%+32.6%4.133%
4/10/2025KWB Wealth17,401$1.78M0.2%+5.5%0.446%
4/10/2025Teamwork Financial Advisors LLC2,216$223K0.0%-98.3%0.057%
4/10/2025Richard P Slaughter Associates Inc12,562$1.26M0.3%-8.4%0.322%
4/10/2025Apella Capital LLC12,144$1.16M0.0%-2.2%0.311%
2/17/2025Bank of America Corp DE27,777$2.85M0.0%+24.7%0.725%
2/14/2025Jane Street Group LLC4,968$509K0.0%-36.3%0.130%
2/14/2025Stifel Financial Corp11,826$1.21M0.0%+18.2%0.309%
2/14/2025GeoWealth Management LLC11,189$1.15M0.0%-4.8%0.292%
2/13/2025Stonehaven Wealth & Tax Solutions LLC17,021$1.74M1.9%N/A0.444%
2/13/2025CreativeOne Wealth LLC226,475$23.21M0.7%+0.7%5.913%
2/13/2025Mariner LLC2,413$247K0.0%-14.9%0.063%
2/13/2025Raymond James Financial Inc.16,409$1.68M0.0%N/A0.428%
2/13/2025Cerity Partners LLC688,074$70.51M0.2%-0.6%17.965%
2/13/2025Envestnet Asset Management Inc.9,742$998K0.0%+1.7%0.254%
2/12/2025Sanctuary Wealth Management L.L.C.1,654$170K0.1%-9.2%0.043%
2/12/2025JPMorgan Chase & Co.16,591$1.70M0.0%+6.9%0.433%
2/11/2025LPL Financial LLC230,050$23.57M0.0%+6.9%6.007%
2/11/2025ZEGA Investments LLC4,270$456K0.1%N/A0.111%
2/10/2025Gallacher Capital Management LLC13,373$1.37M0.7%-2.6%0.349%
2/10/2025Harbour Investments Inc.6,863$703K0.0%+2.6%0.179%
2/10/2025Commonwealth Equity Services LLC25,198$2.58M0.0%+7.2%0.658%
2/10/2025EverSource Wealth Advisors LLC2,895$297K0.0%-14.8%0.076%
2/7/2025PFG Advisors2,863$293K0.0%-3.4%0.075%
2/7/2025HighTower Advisors LLC292,701$29.99M0.0%+0.2%7.642%
2/6/2025Raymond James Financial Inc.16,409$1.68M0.0%N/A0.428%
2/6/2025Steward Partners Investment Advisory LLC1,038$106K0.0%N/A0.027%
2/6/2025Jones Financial Companies Lllp26,894$2.76M0.0%+107.2%0.702%
2/5/2025Private Trust Co. NA391$40K0.0%-23.6%0.010%
2/4/2025LWM Advisory Services LLC15,522$1.59M1.1%+9.9%0.405%
1/31/2025Sanctuary Advisors LLC45,578$4.86M0.0%+1.4%1.190%
1/30/2025Principal Securities Inc.1,793$184K0.0%+108.5%0.047%
(Data available from 1/1/2016 forward)

JPME Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPME shares?

During the previous two years, 81 institutional investors and hedge funds held shares of JPMorgan Diversified Return U.S. Mid Cap Equity ETF. The most heavily invested institutionals were HighTower Advisors LLC ($30.13M), LPL Financial LLC ($22.36M), Dynamic Advisor Solutions LLC ($15.66M), Cerity Partners LLC ($10.39M), Appleton Partners Inc. MA ($9.18M), Cambridge Investment Research Advisors Inc. ($8.69M), and CreativeOne Wealth LLC ($7.52M).Learn more on JPMorgan Diversified Return U.S. Mid Cap Equity ETF's institutional investors.

Which institutional investors have been buying JPMorgan Diversified Return U.S. Mid Cap Equity ETF's stock?

Of the 65 institutional investors that purchased JPMorgan Diversified Return U.S. Mid Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dynamic Advisor Solutions LLC ($144.13K), Teamwork Financial Advisors LLC ($122.26K), CreativeOne Wealth LLC ($116.89K), N.E.W. Advisory Services LLC ($81.18K), Cambridge Investment Research Advisors Inc. ($53.94K), Journey Strategic Wealth LLC ($50.10K), and Sanctuary Advisors LLC ($45.59K).

How much institutional buying is happening at JPMorgan Diversified Return U.S. Mid Cap Equity ETF?

Institutional investors have bought a total of 593,942 shares in the last 24 months. This purchase volume represents approximately $61.14M in transactions.

Which of JPMorgan Diversified Return U.S. Mid Cap Equity ETF's major shareholders have been selling company stock?

Of the 40 institutional investors that sold JPMorgan Diversified Return U.S. Mid Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cerity Partners LLC ($606.70K), Goldstein Advisors LLC ($222.45K), CreativeOne Wealth LLC ($153.96K), Trilogy Capital Inc. ($124.75K), Teamwork Financial Advisors LLC ($124.61K), N.E.W. Advisory Services LLC ($87.97K), and Gateway Wealth Partners LLC ($40.00K).

How much institutional selling is happening at JPMorgan Diversified Return U.S. Mid Cap Equity ETF?

Institutional investors have sold a total of 1,441,624 shares in the last 24 months. This volume of shares sold represents approximately $148.84M in transactions.


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This page (NYSEARCA:JPME) was last updated on 9/13/2025 by MarketBeat.com Staff
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