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

JPMorgan Diversified Return U.S. Mid Cap Equity ETF logo
$128.72 0.00 (0.00%)
As of 08/13/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Diversified Return U.S. Mid Cap Equity ETF (NYSEARCA:JPME)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$30.27M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$21.22M
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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
7/10/2026 KWB Wealth20,296$2.52M0.2%+4.1%0.549%
7/8/2026 RVW Wealth LLC63,776$7.92M0.5%+0.2%1.724%
7/8/2026 Apella Capital LLC11,330$1.41M0.0%-2.4%0.306%
7/7/2026 Dynamic Advisor Solutions LLC18,507$2.30M0.1%-7.3%0.507%
7/6/2026 Trilogy Capital Inc.17,932$2.23M0.1%-0.5%0.491%
6/10/2026Curry Webb Wealth Management LLC2,101$241K0.1%N/A0.058%
5/19/2026Bank of America Corp DE34,342$3.93M0.0%-10.1%0.954%
5/18/2026Royal Bank of Canada54,599$6.25M0.0%+2.0%1.517%
5/15/2026 Gateway Wealth Partners LLC1,974$226K0.0%N/A0.055%
5/14/2026Modern Wealth Management LLC21,930$2.52M0.0%N/A0.609%
5/13/2026 Cetera Investment Advisers7,493$858K0.0%+21.6%0.208%
5/6/2026 Gallacher Capital Management LLC12,133$1.39M0.5%-9.0%0.337%
5/5/2026 Luts & Greenleigh Group Inc.2,593$297K0.2%+5.4%0.072%
5/5/2026Sanctuary Advisors LLC54,638$6.26M0.0%-21.2%1.518%
5/1/2026 Fifth Third Bancorp286$33K0.0%N/A0.008%
4/30/2026 Kestra Advisory Services LLC11,559$1.32M0.0%-8.2%0.321%
4/29/2026 McLaughlin Asset Management Inc.3,976$455K0.4%-3.6%0.110%
4/28/2026 Appleton Partners Inc. MA92,579$10.60M0.7%+0.9%2.572%
4/27/2026 Private Advisor Group LLC19,227$2.20M0.0%+1.1%0.542%
4/23/2026 Traub Capital Management LLC4,270$489K0.5%+2.9%0.120%
4/22/2026 Janney Montgomery Scott LLC2,362$271K0.0%N/A0.067%
4/22/2026 Trilogy Capital Inc.18,022$2.06M0.1%-9.2%0.508%
4/20/2026 Kestra Private Wealth Services LLC3,407$390K0.0%+5.3%0.096%
4/20/2026 Apella Capital LLC11,610$1.40M0.0%-2.5%0.327%
2/20/2026 McLaughlin Asset Management Inc.4,124$448K0.4%N/A0.116%
2/17/2026 Cetera Investment Advisers6,163$670K0.0%+13.2%0.174%
2/17/2026Osaic Holdings Inc.18,374$2.00M0.0%+39.6%0.518%
2/17/2026Royal Bank of Canada53,518$5.82M0.0%+5.3%1.508%
2/17/2026 Bluedoor Private Wealth LLC6,316$686K0.3%N/A0.178%
2/13/2026 Kestra Advisory Services LLC12,586$1.37M0.0%-17.2%0.355%
2/13/2026CreativeOne Wealth LLC16,846$1.83M0.0%-14.1%0.475%
2/13/2026 Stifel Financial Corp22,389$2.43M0.0%+3.0%0.631%
2/13/2026Advyzon Investment Management LLC15,375$1.67M0.2%+627.6%0.433%
2/12/2026 Commonwealth Equity Services LLC23,691$2.57M0.0%+2.6%0.667%
2/12/2026 StoneX Group Inc.2,638$287K0.0%+8.0%0.074%
2/12/2026 LWM Advisory Services LLC16,110$1.75M1.0%+3.9%0.454%
2/12/2026Steward Partners Investment Advisory LLC542$59K0.0%-43.3%0.015%
2/12/2026 Principal Securities Inc.3,096$336K0.0%+102.0%0.087%
2/12/2026 Compass Capital Management Inc.5,320$578K0.0%+57.9%0.150%
2/11/2026 Entelevest LLC4,442$483K0.5%N/A0.125%
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2/11/2026Cerity Partners LLC94,460$10.26M0.0%-4.5%2.661%
2/11/2026 LPL Financial LLC244,782$26.60M0.0%+7.8%6.895%
2/10/2026 Goldstein Advisors LLC10,544$1.15M0.1%-4.3%0.297%
2/10/2026 Vantus Wealth LLC15,685$1.70M1.3%N/A0.442%
2/6/2026 Empirical Asset Management LLC16,177$1.76M0.3%+63.9%0.456%
2/6/2026 HighTower Advisors LLC338,574$36.79M0.0%+8.0%9.537%
2/3/2026 Manske Wealth Management54,840$5.96M1.8%+1.9%1.545%
2/3/2026 Gallacher Capital Management LLC13,332$1.45M0.6%+10.1%0.376%
1/29/2026 Kestra Private Wealth Services LLC3,234$351K0.0%-9.9%0.091%
1/29/2026Sanctuary Advisors LLC69,363$7.54M0.0%+3.5%1.954%
1/28/2026 N.E.W. Advisory Services LLC7,711$838K0.1%+825.7%0.217%
1/27/2026 PFG Advisors2,339$254K0.0%-7.6%0.066%
1/26/2026 Nottingham Advisors Inc.4,896$532K0.1%-6.4%0.138%
1/26/2026 Luts & Greenleigh Group Inc.2,459$267K0.2%+20.2%0.069%
1/23/2026 Farther Finance Advisors LLC793$86K0.0%+355.7%0.022%
1/23/2026 Stonehaven Wealth & Tax Solutions LLC22,717$2.47M2.2%+2.7%0.640%
1/23/2026 FSM Wealth Advisors LLC10,040$1.09M0.1%-4.7%0.283%
1/22/2026 Trilogy Capital Inc.19,841$2.16M0.1%-4.6%0.559%
1/21/2026 ProCore Advisors LLC2,082$226K0.2%N/A0.059%
1/21/2026 Apella Capital LLC11,905$1.29M0.0%-1.6%0.335%
1/15/2026 Cassilly Financial Group LLC15,335$1.67M1.5%N/A0.432%
1/13/2026 Adamsbrown Wealth Consultants LLC3,538$384K0.1%-9.5%0.100%
1/13/2026 CoreCap Advisors LLC5,260$572K0.0%+28.3%0.149%
1/12/2026 Richard P Slaughter Associates Inc9,286$1.01M0.2%-2.5%0.263%
1/12/2026 KWB Wealth19,504$2.12M0.2%+8.3%0.553%
1/12/2026 RVW Wealth LLC65,362$7.10M0.5%-2.7%1.852%
1/9/2026 Appleton Partners Inc. MA91,742$9.97M0.7%+2.3%2.599%
1/9/2026 Dynamic Advisor Solutions LLC153,652$16.70M0.5%-1.3%4.353%
11/25/2025 LWM Advisory Services LLC15,500$1.68M1.0%+2.8%0.449%
11/17/2025 Northwestern Mutual Wealth Management Co.8,830$958K0.0%-2.3%0.256%
11/17/2025Bank of America Corp DE36,574$3.97M0.0%+22.0%1.060%
11/17/2025Ameriprise Financial Inc.4,211$457K0.0%-10.8%0.122%
11/14/2025Raymond James Financial Inc.18,956$2.06M0.0%+22.1%0.549%
11/13/2025 Compass Capital Management Inc.3,370$365K0.0%N/A0.098%
11/13/2025 GeoWealth Management LLC3,054$331K0.0%-7.2%0.089%
11/13/2025 Stonehaven Wealth & Tax Solutions LLC22,122$2.40M2.2%-0.7%0.641%
11/13/2025 Private Advisor Group LLC19,694$2.14M0.0%+3.6%0.571%
11/13/2025CreativeOne Wealth LLC19,611$2.13M0.1%-73.0%0.568%
11/12/2025 Manske Wealth Management53,798$5.83M1.8%-0.7%1.559%
11/12/2025Journey Strategic Wealth LLC9,405$1.02M0.0%-12.3%0.273%
11/12/2025 Empirical Asset Management LLC9,871$1.07M0.2%N/A0.286%
11/10/2025MAI Capital Management408$44K0.0%+48.4%0.012%
11/10/2025 Cary Street Partners Financial LLC2,028$220K0.0%N/A0.059%
11/10/2025Advyzon Investment Management LLC2,113$229K0.0%N/A0.061%
11/7/2025 Luts & Greenleigh Group Inc.2,046$222K0.2%N/A0.059%
11/7/2025 HighTower Advisors LLC313,601$34.01M0.0%+6.4%9.090%
11/6/2025 Stratos Wealth Partners LTD.4,455$483K0.0%-12.6%0.129%
11/5/2025 Appleton Partners Inc. MA89,679$9.73M0.7%+1.4%2.599%
11/5/2025 Gallacher Capital Management LLC12,104$1.31M0.5%-8.5%0.351%
11/5/2025 Envestnet Asset Management Inc.2,672$290K0.0%-75.6%0.077%
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11/4/2025Jones Financial Companies Lllp96,016$10.37M0.0%+46.5%2.783%
10/27/2025 N.E.W. Advisory Services LLC833$90K0.0%-88.1%0.024%
10/24/2025 Trilogy Capital Inc.20,795$2.26M0.1%-8.3%0.603%
10/22/2025 CoreCap Advisors LLC4,101$445K0.0%N/A0.119%
10/21/2025 Goldstein Advisors LLC11,022$1.20M0.1%-3.7%0.319%
10/21/2025 RVW Wealth LLC67,171$7.28M0.6%-1.5%1.947%
10/20/2025 Merit Financial Group LLC2,835$307K0.0%N/A0.082%
10/17/2025 FSM Wealth Advisors LLC10,537$1.14M0.2%-2.9%0.305%
10/15/2025 Private Trust Co. NA1,165$126K0.0%+119.4%0.034%
10/10/2025 Fifth Third Securities Inc.4,426$480K0.0%-3.6%0.129%


JPME Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 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 ($36.79M), LPL Financial LLC ($26.60M), Appleton Partners Inc. MA ($10.60M), Jones Financial Companies Lllp ($10.37M), Cerity Partners LLC ($10.26M), Cambridge Investment Research Advisors Inc. ($8.69M), and RVW Wealth LLC ($7.92M).Learn more on JPMorgan Diversified Return U.S. Mid Cap Equity ETF's institutional investors.

Of the 78 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: Teamwork Financial Advisors LLC ($122.26K), Dynamic Advisor Solutions LLC ($84.26K), CreativeOne Wealth LLC ($54.53K), HighTower Advisors LLC ($52.58K), N.E.W. Advisory Services LLC ($51.03K), Sanctuary Advisors LLC ($47.94K), and Jones Financial Companies Lllp ($44.39K).

Institutional investors have bought a total of 277,262 shares in the last 24 months. This purchase volume represents approximately $30.27M in transactions.

Of the 29 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: N.E.W. Advisory Services LLC ($84.84K), CreativeOne Wealth LLC ($55.67K), Sanctuary Advisors LLC ($14.73K), Envestnet Asset Management Inc. ($8.27K), Trilogy Capital Inc. ($4.74K), Cerity Partners LLC ($4.46K), and Bank of America Corp DE ($4.26K).

Institutional investors have sold a total of 197,559 shares in the last 24 months. This volume of shares sold represents approximately $21.22M in transactions.


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Institutional ownership data for NYSEARCA:JPME is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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