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AMD   176.01 (-0.29%)
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QQQ   436.55 (-0.05%)
AAPL   181.16 (-0.75%)
MSFT   407.54 (-0.68%)
META   481.74 (-0.47%)
GOOGL   137.57 (-4.44%)
AMZN   174.73 (-0.15%)
TSLA   199.40 (+3.87%)
NVDA   790.92 (+0.35%)
NIO   5.65 (+4.63%)
AMD   176.01 (-0.29%)
BABA   76.51 (+0.72%)
T   16.59 (-1.25%)
F   11.95 (-1.57%)
MU   89.46 (+4.02%)
CGC   3.47 (+3.27%)
GE   154.77 (+0.94%)
DIS   107.69 (-0.05%)
AMC   4.45 (+0.23%)
PFE   27.18 (-2.09%)
PYPL   59.33 (+0.29%)
XOM   104.25 (+0.39%)
QQQ   436.55 (-0.05%)
AAPL   181.16 (-0.75%)
MSFT   407.54 (-0.68%)
META   481.74 (-0.47%)
GOOGL   137.57 (-4.44%)
AMZN   174.73 (-0.15%)
TSLA   199.40 (+3.87%)
NVDA   790.92 (+0.35%)
NIO   5.65 (+4.63%)
AMD   176.01 (-0.29%)
BABA   76.51 (+0.72%)
T   16.59 (-1.25%)
F   11.95 (-1.57%)
MU   89.46 (+4.02%)
CGC   3.47 (+3.27%)
GE   154.77 (+0.94%)
DIS   107.69 (-0.05%)
AMC   4.45 (+0.23%)
PFE   27.18 (-2.09%)
PYPL   59.33 (+0.29%)
XOM   104.25 (+0.39%)
QQQ   436.55 (-0.05%)
AAPL   181.16 (-0.75%)
MSFT   407.54 (-0.68%)
META   481.74 (-0.47%)
GOOGL   137.57 (-4.44%)
AMZN   174.73 (-0.15%)
TSLA   199.40 (+3.87%)
NVDA   790.92 (+0.35%)
NIO   5.65 (+4.63%)
AMD   176.01 (-0.29%)
BABA   76.51 (+0.72%)
T   16.59 (-1.25%)
F   11.95 (-1.57%)
MU   89.46 (+4.02%)
CGC   3.47 (+3.27%)
GE   154.77 (+0.94%)
DIS   107.69 (-0.05%)
AMC   4.45 (+0.23%)
PFE   27.18 (-2.09%)
PYPL   59.33 (+0.29%)
XOM   104.25 (+0.39%)

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

$93.71
-0.28 (-0.30%)
(As of 02/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$152.68 M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$68.09 M
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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
2/16/2024Harbour Investments Inc.6,601$0.61M0.0%+3.1%0.170%
2/15/2024Citadel Advisors LLC15,230$1.40M0.0%N/A0.393%
2/14/2024Royal Bank of Canada55,915$5.14M0.0%+0.8%1.441%
2/14/2024Kestra Advisory Services LLC23,635$2.17M0.0%+7.4%0.609%
2/13/2024Envestnet Asset Management Inc.13,367$1.23M0.0%-22.8%0.345%
2/13/2024Goldman Sachs Group Inc.7,492$0.69M0.0%N/A0.193%
2/12/2024Goldstein Advisors LLC219,216$20.14M3.4%+1.5%5.650%
2/12/2024Stifel Financial Corp2,321$0.21M0.0%N/A0.060%
2/9/2024Cambridge Investment Research Advisors Inc.23,428$2.15M0.0%+18.7%0.604%
2/9/2024EverSource Wealth Advisors LLC2,018$0.19M0.0%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$0.64M0.1%+1.6%0.179%
2/8/2024Cosner Financial Group LLC6,439$0.59M0.5%N/A0.166%
2/7/2024Principal Securities Inc.500$46K0.0%N/A0.013%
2/7/2024Sanctuary Wealth Management L.L.C.2,275$0.21M0.2%+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%
2/2/2024Atria Wealth Solutions Inc.9,863$0.91M0.0%-4.8%0.254%
2/1/20241900 Wealth Management LLC55,191$5.07M0.5%-16.9%1.422%
1/29/2024Aspire Capital Advisors LLC34,512$3.17M1.3%+6.1%0.889%
1/29/2024Adamsbrown Wealth Consultants LLC6,174$0.57M0.2%-55.5%0.159%
1/26/2024Cerity Partners LLC673,821$61.91M0.1%-1.5%17.367%
1/24/2024Stratos Wealth Partners LTD.14,016$1.29M0.0%-8.2%0.361%
1/18/2024Global Retirement Partners LLC1,872$0.17M0.0%-33.3%0.048%
1/16/2024Raymond 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%
1/12/2024CIC Wealth LLC4,667$0.43M0.1%N/A0.120%
1/12/2024Trilogy 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%
1/11/2024KWB Wealth14,730$1.35M0.2%N/A0.380%
1/10/2024Wayfinding Financial LLC23,113$2.12M1.4%-0.8%0.596%
1/8/2024RVW Wealth LLC91,565$8.41M0.9%-4.7%2.360%
1/8/2024Richard P Slaughter Associates Inc12,966$1.19M0.3%-14.3%0.334%
1/5/2024Apella Capital LLC13,932$1.26M0.1%-21.0%0.359%
1/2/2024Appleton Partners Inc. MA87,405$8.03M0.6%+4.0%2.253%
11/16/2023Harbour Investments Inc.6,404$0.54M0.0%+5,281.5%0.165%
11/16/2023Morgan Stanley320,993$26.85M0.0%+4.9%8.273%
11/15/2023Royal Bank of Canada55,477$4.64M0.0%+11.9%1.430%
11/15/2023Ameriprise Financial Inc.7,982$0.67M0.0%-68.9%0.206%
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%
11/13/2023Envestnet Asset Management Inc.17,320$1.45M0.0%+151.6%0.446%
11/13/2023Kestra Advisory Services LLC22,004$1.84M0.0%+68.6%0.567%
11/8/2023Choreo LLC9,899$0.83M0.0%-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%
11/8/2023Atria Wealth Solutions Inc.10,363$0.87M0.0%+3.1%0.267%
11/6/2023N.E.W. Advisory Services LLC14,508$1.21M0.2%N/A0.374%
11/4/2023Aspire 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$0.16M0.2%+237.4%0.048%
10/24/2023Aspire Capital Advisors LLC32,533$2.72M1.2%+3.0%0.838%
10/24/2023Adamsbrown Wealth Consultants LLC13,871$1.16M0.6%-88.9%0.358%
10/24/2023Stratos Wealth Partners LTD.15,275$1.28M0.0%+2.1%0.394%
10/24/2023Raymond James Financial Services Advisors Inc.16,519$1.38M0.0%-0.8%0.426%
10/24/2023Raymond James & Associates3,845$0.32M0.0%+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%
10/18/2023Goldstein 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%
10/16/2023Trilogy Capital Inc.139,265$11.65M0.8%-1.6%3.589%
10/13/2023Global Retirement Partners LLC2,805$0.23M0.0%+2,546.2%0.072%
10/12/2023RVW Wealth LLC96,108$8.04M1.0%-2.3%2.477%
10/11/2023Dynamic Advisor Solutions LLC42,809$3.58M0.2%+527.2%1.103%
10/10/2023Apella Capital LLC17,626$1.47M0.1%-1.2%0.454%
10/10/2023Richard P Slaughter Associates Inc15,132$1.27M0.3%-11.1%0.390%
10/3/2023Appleton Partners Inc. MA84,011$7.03M0.6%+0.3%2.165%
8/21/2023Osaic Holdings Inc.6,806$0.60M0.0%+5.8%0.175%
8/16/2023CreativeOne Wealth LLC355,243$31.37M1.4%-1.1%9.156%
8/15/2023Wells Fargo & Company MN1,550$0.14M0.0%N/A0.040%
8/15/2023Captrust Financial Advisors2,549$0.23M0.0%-17.7%0.066%
8/15/2023Royal Bank of Canada49,590$4.38M0.0%-0.6%1.278%
8/14/2023MML Investors Services LLC8,686$0.77M0.0%+73.4%0.224%
8/14/2023Cerity Partners LLC794,737$70.17M0.3%N/A20.483%
8/11/2023Kestra Advisory Services LLC13,052$1.15M0.0%-50.0%0.336%
8/11/2023JPMorgan Chase & Co.4,325$0.38M0.0%-7.3%0.111%
8/10/2023Osaic Holdings Inc.6,806$0.60M0.0%+5.8%0.175%
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$0.40M0.0%N/A0.116%
8/7/2023LWM Advisory Services LLC38,162$3.37M3.6%+30.4%0.984%
8/4/2023Envestnet Asset Management Inc.6,884$0.61M0.0%+7.1%0.177%
8/4/2023Choreo LLC11,093$0.98M0.0%-53.8%0.286%
8/3/2023Atria Wealth Solutions Inc.10,048$0.89M0.0%+4.5%0.259%
8/3/2023Dynamic Advisor Solutions LLC6,825$0.60M0.0%-42.9%0.176%
8/1/2023Empirical Asset Management LLC12,601$1.11M1.0%+4.5%0.325%
7/31/2023LPL Financial LLC212,708$18.78M0.0%-0.1%5.482%
7/31/2023Wayfinding Financial LLC24,027$2.18M1.5%-2.5%0.619%
7/27/2023Aspire Wealth Management Corp1,112$98K0.1%N/A0.029%
7/25/2023Raymond James Financial Services Advisors Inc.16,645$1.47M0.0%-14.7%0.416%
7/25/2023Raymond James & Associates3,005$0.27M0.0%N/A0.075%
7/25/2023Sanctuary Wealth Management L.L.C.556$49K0.1%N/A0.014%
(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, 80 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), Morgan Stanley ($26.85M), HighTower Advisors LLC ($23.66M), Goldstein Advisors LLC ($20.14M), 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 74 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 ($0.79M), Systelligence LLC ($0.26M), HighTower Advisors LLC ($0.25M), Goldstein Advisors LLC ($0.22M), Udine Wealth Management Inc. ($0.14M), LPL Financial LLC ($0.14M), and Jane Street Group LLC ($0.13M).

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

Institutional investors have bought a total of 2,797,008 shares in the last 24 months. This purchase volume represents approximately $240.38M in transactions.

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

Of the 40 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 ($0.21M), Adamsbrown Wealth Consultants LLC ($0.12M), Jane Street Group LLC ($0.12M), GeoWealth Management LLC ($0.10M), 1900 Wealth Management LLC ($87.32K), Richard P Slaughter Associates Inc ($62.67K), and Ameriprise Financial Inc. ($50.14K).

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

Institutional investors have sold a total of 992,038 shares in the last 24 months. This volume of shares sold represents approximately $85.72M in transactions.


This page (NYSEARCA:JPME) was last updated on 2/26/2024 by MarketBeat.com Staff