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

$99.82
+1.63 (+1.66%)
(As of 07/26/2024 ET)
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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)
34
Total
Institutional Inflows
(last 12 months)
$105.41M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$50.17M
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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
7/26/20241900 Wealth Management LLC47,034$4.48M0.4%-12.3%1.228%
7/26/2024Cambridge Investment Research Advisors Inc.43,287$4.12M0.0%+38.1%1.130%
7/24/2024 Goldstein Advisors LLC233,810$22.26M3.7%+1.8%6.105%
7/15/2024Dynamic Advisor Solutions LLC71,350$6.79M0.2%+2.8%1.863%
7/10/2024 Richard P Slaughter Associates Inc12,422$1.18M0.3%-1.8%0.324%
7/10/2024 Albion Financial Group UT1,610$153K0.0%N/A0.042%
7/10/2024 Apella Capital LLC13,479$1.27M0.1%-3.0%0.352%
7/8/2024 RVW Wealth LLC74,545$7.10M0.7%-2.8%1.946%
7/2/2024 Appleton Partners Inc. MA88,145$8.39M0.6%+0.5%2.301%
6/11/2024EverSource Wealth Advisors LLC1,799$169K0.0%-10.9%0.047%
5/14/2024CreativeOne Wealth LLC222,040$22.01M0.9%+39.1%5.797%
5/8/2024Thoroughbred Financial Services LLC6,778$672K0.1%-2.2%0.176%
5/7/2024PFG Advisors2,869$284K0.0%N/A0.075%
5/6/2024Gallacher Capital Management LLC14,153$1.40M0.7%-5.2%0.368%
4/30/2024Private Advisor Group LLC15,438$1.53M0.0%+8.3%0.401%
4/29/2024Commonwealth Equity Services LLC24,224$2.40M0.0%+2.5%0.629%
4/25/2024Cambridge Investment Research Advisors Inc.31,346$3.11M0.0%+33.8%0.804%
4/24/20241900 Wealth Management LLC53,606$5.31M0.5%-2.9%1.375%
4/23/2024 Raymond James Financial Services Advisors Inc.15,136$1.50M0.0%-1.1%0.388%
4/20/2024 KWB Wealth14,270$1.42M0.2%-3.1%0.366%
4/17/2024 Trilogy Capital Inc.119,513$11.85M0.7%-5.0%3.064%
4/12/2024Dynamic Advisor Solutions LLC69,406$6.88M0.2%+36.0%1.780%
4/9/2024 Richard P Slaughter Associates Inc12,654$1.26M0.3%-2.4%0.326%
4/8/2024 RVW Wealth LLC76,656$7.60M0.8%-16.3%1.976%
4/1/2024 Appleton Partners Inc. MA87,745$8.70M0.7%+0.4%2.261%
2/12/2024 Goldstein Advisors LLC219,216$20.14M3.4%+1.5%5.650%
2/9/2024Cambridge Investment Research Advisors Inc.23,428$2.15M0.0%+18.7%0.604%
2/9/2024EverSource Wealth Advisors LLC2,018$185K0.0%N/A0.052%
2/9/2024Journey Strategic Wealth LLC48,181$4.43M0.2%+5.2%1.242%
2/9/2024CreativeOne Wealth LLC159,680$14.67M0.9%-35.2%4.115%
2/9/2024Thoroughbred Financial Services LLC6,927$636K0.1%+1.6%0.179%
2/8/2024Cosner Financial Group LLC6,439$592K0.5%N/A0.166%
2/7/2024Principal Securities Inc.500$46K0.0%N/A0.013%
2/7/2024Sanctuary Wealth Management L.L.C.2,275$209K0.2%+21.3%0.059%
2/6/2024N.E.W. Advisory Services LLC34,084$3.13M0.4%+134.9%0.878%
2/6/2024Private Advisor Group LLC14,254$1.31M0.0%+11.8%0.367%
2/6/2024Gallacher Capital Management LLC14,926$1.37M0.8%+2.0%0.385%
2/6/2024Benjamin F. Edwards & Company Inc.670$62K0.0%+169.1%0.017%
2/5/2024LWM Advisory Services LLC16,179$1.49M1.3%+4.2%0.417%
2/2/2024 Atria Wealth Solutions Inc.9,863$906K0.0%-4.8%0.254%
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2/1/20241900 Wealth Management LLC55,191$5.07M0.5%-16.9%1.422%
1/29/2024 Aspire Capital Advisors LLC34,512$3.17M1.3%+6.1%0.889%
1/29/2024 Adamsbrown Wealth Consultants LLC6,174$567K0.2%-55.5%0.159%
1/26/2024Cerity Partners LLC673,821$61.91M0.1%-1.5%17.367%
1/24/2024 Stratos Wealth Partners LTD.14,016$1.29M0.0%-8.2%0.361%
1/18/2024 Global Retirement Partners LLC1,872$169K0.0%-33.3%0.048%
1/16/2024 Raymond James Financial Services Advisors Inc.15,300$1.41M0.0%-7.4%0.394%
1/12/2024Empirical Asset Management LLC12,272$1.13M0.9%-1.5%0.316%
1/12/2024 CIC Wealth LLC4,667$429K0.1%N/A0.120%
1/12/2024 Trilogy Capital Inc.125,826$11.56M0.7%-9.6%3.243%
1/11/2024Dynamic Advisor Solutions LLC51,045$4.64M0.2%+19.2%1.316%
1/11/2024 KWB Wealth14,730$1.35M0.2%N/A0.380%
1/10/2024Wayfinding Financial LLC23,113$2.12M1.4%-0.8%0.596%
1/8/2024 RVW Wealth LLC91,565$8.41M0.9%-4.7%2.360%
1/8/2024 Richard P Slaughter Associates Inc12,966$1.19M0.3%-14.3%0.334%
1/5/2024 Apella Capital LLC13,932$1.26M0.1%-21.0%0.359%
1/2/2024 Appleton Partners Inc. MA87,405$8.03M0.6%+4.0%2.253%
11/16/2023Harbour Investments Inc.6,404$536K0.0%+5,281.5%0.165%
11/13/2023Gallacher Capital Management LLC14,635$1.22M0.8%-4.9%0.377%
11/13/2023LPL Financial LLC234,199$19.59M0.0%+10.1%6.036%
11/13/2023Kestra Advisory Services LLC22,004$1.84M0.0%+68.6%0.567%
11/8/2023Choreo LLC9,899$828K0.0%-10.8%0.255%
11/8/2023HighTower Advisors LLC282,605$23.66M0.0%+5.7%7.284%
11/8/2023Journey Strategic Wealth LLC45,808$3.83M0.2%N/A1.181%
11/8/2023 Atria Wealth Solutions Inc.10,363$867K0.0%+3.1%0.267%
11/6/2023N.E.W. Advisory Services LLC14,508$1.21M0.2%N/A0.374%
11/4/2023 Aspire Private Capital LLC299$25K0.0%-69.1%0.008%
11/3/2023Private Advisor Group LLC12,750$1.07M0.0%+6.1%0.329%
11/2/2023Wayfinding Financial LLC23,309$1.92M1.5%-3.0%0.601%
11/2/2023LWM Advisory Services LLC15,521$1.30M1.4%-59.3%0.400%
10/30/2023Sanctuary Wealth Management L.L.C.1,876$157K0.2%+237.4%0.048%
10/24/2023 Aspire Capital Advisors LLC32,533$2.72M1.2%+3.0%0.838%
10/24/2023 Adamsbrown Wealth Consultants LLC13,871$1.16M0.6%-88.9%0.358%
10/24/2023 Stratos Wealth Partners LTD.15,275$1.28M0.0%+2.1%0.394%
10/24/2023 Raymond James Financial Services Advisors Inc.16,519$1.38M0.0%-0.8%0.426%
10/24/2023 Raymond James & Associates3,845$322K0.0%+28.0%0.099%
10/24/2023Cambridge Investment Research Advisors Inc.19,732$1.65M0.0%+24.9%0.509%
10/23/2023Commonwealth Equity Services LLC19,140$1.60M0.0%+9.6%0.493%
10/18/2023 Goldstein Advisors LLC215,946$18.06M3.7%+4.8%5.566%
10/17/2023CreativeOne Wealth LLC246,487$20.62M1.5%-30.6%6.353%
10/17/20231900 Wealth Management LLC66,417$5.56M0.6%-2.2%1.712%
10/16/2023 Trilogy Capital Inc.139,265$11.65M0.8%-1.6%3.589%
10/13/2023 Global Retirement Partners LLC2,805$230K0.0%+2,546.2%0.072%
10/12/2023 RVW Wealth LLC96,108$8.04M1.0%-2.3%2.477%
10/11/2023Dynamic Advisor Solutions LLC42,809$3.58M0.2%+527.2%1.103%
10/10/2023 Apella Capital LLC17,626$1.47M0.1%-1.2%0.454%
10/10/2023 Richard P Slaughter Associates Inc15,132$1.27M0.3%-11.1%0.390%
10/3/2023 Appleton Partners Inc. MA84,011$7.03M0.6%+0.3%2.165%
8/16/2023CreativeOne Wealth LLC355,243$31.37M1.4%-1.1%9.156%
8/14/2023Cerity Partners LLC794,737$70.17M0.3%N/A20.483%
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8/11/2023Kestra Advisory Services LLC13,052$1.15M0.0%-50.0%0.336%
8/10/2023GeoWealth Management LLC58,639$5.18M0.6%-63.3%1.511%
8/10/2023Commonwealth Equity Services LLC17,469$1.54M0.0%+4.0%0.450%
8/10/2023Private Advisor Group LLC12,013$1.09M0.0%+15.5%0.310%
8/9/2023Flow Traders U.S. LLC4,490$396K0.0%N/A0.116%
8/7/2023LWM Advisory Services LLC38,162$3.37M3.6%+30.4%0.984%
8/4/2023Choreo LLC11,093$979K0.0%-53.8%0.286%
8/3/2023 Atria Wealth Solutions Inc.10,048$887K0.0%+4.5%0.259%
8/3/2023Dynamic Advisor Solutions LLC6,825$603K0.0%-42.9%0.176%
8/1/2023Empirical Asset Management LLC12,601$1.11M1.0%+4.5%0.325%
(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, 62 institutional investors and hedge funds held shares of JPMorgan Diversified Return U.S. Mid Cap Equity ETF. The most heavily invested institutionals were ARGI Investment Services LLC ($65.18M), Cerity Partners LLC ($61.91M), HighTower Advisors LLC ($23.66M), Goldstein Advisors LLC ($22.26M), CreativeOne Wealth LLC ($22.01M), Systelligence LLC ($19.75M), and LPL Financial LLC ($19.59M).Learn more on JPME's institutional investors.

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

Of the 55 institutional investors that purchased JPMorgan Diversified Return U.S. Mid Cap Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cerity Partners LLC ($794.74K), HighTower Advisors LLC ($251.81K), Goldstein Advisors LLC ($223.35K), Udine Wealth Management Inc. ($144.55K), LPL Financial LLC ($127.19K), CreativeOne Wealth LLC ($74.15K), and Dynamic Advisor Solutions LLC ($73.90K).

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

Institutional investors have bought a total of 2,298,531 shares in the last 24 months. This purchase volume represents approximately $199.63M in transactions.

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

Of the 33 institutional investors that sold JPMorgan Diversified Return U.S. Mid Cap Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CreativeOne Wealth LLC ($208.97K), Adamsbrown Wealth Consultants LLC ($118.55K), GeoWealth Management LLC ($101.16K), 1900 Wealth Management LLC ($79.12K), ARGI Investment Services LLC ($37.71K), Trilogy Capital Inc. ($33.14K), and RVW Wealth LLC ($30.68K).

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

Institutional investors have sold a total of 758,658 shares in the last 24 months. This volume of shares sold represents approximately $66.15M in transactions.


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This page (NYSEARCA:JPME) was last updated on 7/27/2024 by MarketBeat.com Staff

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