Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

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

JPMorgan Diversified Return U.S. Mid Cap Equity ETF logo
$121.52 0.00 (0.00%)
As of 05/22/2026 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)
52
Total
Institutional Inflows
(last 12 months)
$32.34M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$101.51M
Get JPME Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Diversified Return U.S. Mid Cap Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
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%
2/6/2026 HighTower Advisors LLC338,574$36.79M0.0%+8.0%9.537%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
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%
10/21/2025 RVW Wealth LLC67,171$7.28M0.6%-1.5%1.947%
$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)

A little-known stock pick with money-doubling potential over the next year is revealed for free in the first three minutes of a new video. This company is a critical piece of Elon Musk's fast-growing Starlink technology. It could climb 100 percent or more over the next year as Elon brings Starlink public in what may be the biggest IPO in history. No credit card is required to get the ticker.tc pixel

Watch the free video to get the ticker today.
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%
8/15/2025 Bank of America Corp DE29,977$3.11M0.0%-1.3%0.877%


JPME Institutional Ownership - Frequently Asked Questions

During the previous two years, 93 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 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 ($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 297,577 shares in the last 24 months. This purchase volume represents approximately $32.34M 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 5/25/2026 by MarketBeat.com Staff.
From Our Partners