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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
$124.83 0.00 (0.00%)
As of 06/12/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$32.58M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$101.51M
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JPME Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2026 Curry Webb Wealth Management LLC2,101$241K0.1%N/A0.058%
5/19/2026 Bank of America Corp DE34,342$3.93M0.0%-10.1%0.954%
5/18/2026 Royal Bank of Canada54,599$6.25M0.0%+2.0%1.517%
5/15/2026 Gateway Wealth Partners LLC1,974$226K0.0%N/A0.055%
5/14/2026 Modern 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%
5/5/2026 Sanctuary 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%
2/17/2026 Osaic Holdings Inc.18,374$2.00M0.0%+39.6%0.518%
2/17/2026 Royal 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%
2/13/2026 CreativeOne Wealth LLC16,846$1.83M0.0%-14.1%0.475%
2/13/2026 Stifel Financial Corp22,389$2.43M0.0%+3.0%0.631%
2/13/2026 Advyzon 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%
2/12/2026 Steward 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%
2/11/2026 Cerity 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%
2/10/2026Vantus Wealth LLC15,685$1.70M1.3%N/A0.442%
2/6/2026 Empirical Asset Management LLC16,177$1.76M0.3%+63.9%0.456%
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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%
1/29/2026 Sanctuary 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%
11/17/2025 Bank of America Corp DE36,574$3.97M0.0%+22.0%1.060%
11/17/2025 Ameriprise Financial Inc.4,211$457K0.0%-10.8%0.122%
11/14/2025 Raymond 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%
11/13/2025 CreativeOne Wealth LLC19,611$2.13M0.1%-73.0%0.568%
11/12/2025 Manske Wealth Management53,798$5.83M1.8%-0.7%1.559%
11/12/2025 Journey 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%
11/10/2025 MAI Capital Management408$44K0.0%+48.4%0.012%
11/10/2025 Cary Street Partners Financial LLC2,028$220K0.0%N/A0.059%
11/10/2025 Advyzon 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%
11/4/2025 Jones 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%
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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%
10/9/2025 Richard P Slaughter Associates Inc9,521$1.03M0.2%-2.5%0.278%
10/9/2025 Dynamic Advisor Solutions LLC155,608$16.88M0.5%+3.1%4.550%
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%


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), Dynamic Advisor Solutions LLC ($16.70M), Appleton Partners Inc. MA ($10.60M), Jones Financial Companies Lllp ($10.37M), Cerity Partners LLC ($10.26M), and Cambridge Investment Research Advisors Inc. ($8.69M).Learn more on JPMorgan Diversified Return U.S. Mid Cap Equity ETF's institutional investors.

Of the 79 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 ($86.20K), CreativeOne Wealth LLC ($54.53K), N.E.W. Advisory Services LLC ($53.97K), HighTower Advisors LLC ($52.58K), Sanctuary Advisors LLC ($47.94K), and Jones Financial Companies Lllp ($44.39K).

Institutional investors have bought a total of 299,678 shares in the last 24 months. This purchase volume represents approximately $32.58M in transactions.

Of the 37 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 ($606.95K), CreativeOne Wealth LLC ($202.23K), N.E.W. Advisory Services LLC ($84.84K), Sanctuary Advisors LLC ($14.73K), JPMorgan Chase & Co. ($10.36K), Trilogy Capital Inc. ($9.97K), and Envestnet Asset Management Inc. ($8.27K).

Institutional investors have sold a total of 972,129 shares in the last 24 months. This volume of shares sold represents approximately $101.51M in transactions.



This page (NYSEARCA:JPME) was last updated on 6/15/2026 by MarketBeat.com Staff.
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