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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
$121.48 +1.24 (+1.03%)
As of 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)
54
Total
Institutional Inflows
(last 12 months)
$35.49M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$116.50M
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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
5/5/2026Luts & 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%
2/17/2026Cetera 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%
2/17/2026Bluedoor 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%
2/13/2026Stifel 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%
2/12/2026StoneX 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%
2/12/2026Principal Securities Inc.3,096$336K0.0%+102.0%0.087%
2/12/2026Compass Capital Management Inc.5,320$578K0.0%+57.9%0.150%
2/11/2026Entelevest LLC4,442$483K0.5%N/A0.125%
2/11/2026Cerity Partners LLC94,460$10.26M0.0%-4.5%2.661%
2/11/2026LPL 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%
2/6/2026Empirical Asset Management LLC16,177$1.76M0.3%+63.9%0.456%
2/6/2026HighTower Advisors LLC338,574$36.79M0.0%+8.0%9.537%
2/3/2026 Manske Wealth Management54,840$5.96M1.8%+1.9%1.545%
2/3/2026Gallacher 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%
1/28/2026N.E.W. Advisory Services LLC7,711$838K0.1%+825.7%0.217%
1/27/2026PFG Advisors2,339$254K0.0%-7.6%0.066%
1/26/2026 Nottingham Advisors Inc.4,896$532K0.1%-6.4%0.138%
1/26/2026Luts & Greenleigh Group Inc.2,459$267K0.2%+20.2%0.069%
1/23/2026 Farther Finance Advisors LLC793$86K0.0%+355.7%0.022%
1/23/2026Stonehaven 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%
11/17/2025Northwestern 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%
11/13/2025Compass Capital Management Inc.3,370$365K0.0%N/A0.098%
11/13/2025GeoWealth Management LLC3,054$331K0.0%-7.2%0.089%
11/13/2025Stonehaven 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%
11/12/2025 Journey Strategic Wealth LLC9,405$1.02M0.0%-12.3%0.273%
11/12/2025Empirical 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%
11/7/2025Luts & Greenleigh Group Inc.2,046$222K0.2%N/A0.059%
11/7/2025HighTower 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%
11/5/2025Gallacher 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%
11/4/2025Jones Financial Companies Lllp96,016$10.37M0.0%+46.5%2.783%
10/27/2025N.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%
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%
9/4/2025Osaic Holdings Inc.11,990$1.24M0.0%+22.5%0.351%
8/18/2025N.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%
8/15/2025Bank of America Corp DE29,977$3.11M0.0%-1.3%0.877%
8/15/2025Ameriprise Financial Inc.4,723$490K0.0%N/A0.138%
8/14/2025Raymond James Financial Inc.15,531$1.61M0.0%-4.8%0.454%
8/14/2025Stonehaven Wealth & Tax Solutions LLC22,270$2.31M2.3%+5.3%0.651%
8/14/2025Cerity Partners LLC100,162$10.39M0.0%-85.7%2.929%
8/13/2025EverSource Wealth Advisors LLC2,576$267K0.0%-6.4%0.075%
8/12/2025CreativeOne Wealth LLC72,513$7.52M0.2%-66.9%2.120%


JPME Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPME shares?

During the previous two years, 92 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.

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

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), CreativeOne Wealth LLC ($116.89K), Dynamic Advisor Solutions LLC ($86.20K), 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).

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

Institutional investors have bought a total of 332,572 shares in the last 24 months. This purchase volume represents approximately $35.49M in transactions.

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

Of the 42 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 ($209.63K), Trilogy Capital Inc. ($125.31K), N.E.W. Advisory Services LLC ($84.84K), Goldman Sachs Group Inc. ($16.67K), Sanctuary Advisors LLC ($14.73K), and JPMorgan Chase & Co. ($10.36K).

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

Institutional investors have sold a total of 1,121,912 shares in the last 24 months. This volume of shares sold represents approximately $116.50M in transactions.



This page (NYSEARCA:JPME) was last updated on 5/5/2026 by MarketBeat.com Staff.
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