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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
$125.75 +0.95 (+0.76%)
As of 07/24/2026 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)
52
Total
Institutional Inflows
(last 12 months)
$31.34M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$100.20M
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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%
5/15/2026Gateway Wealth Partners LLC1,974$226K0.0%N/A0.055%
5/14/2026Modern Wealth Management LLC21,930$2.52M0.0%N/A0.609%
5/13/2026Cetera Investment Advisers7,493$858K0.0%+21.6%0.208%
5/6/2026 Gallacher Capital Management LLC12,133$1.39M0.5%-9.0%0.337%
5/5/2026Luts & Greenleigh Group Inc.2,593$297K0.2%+5.4%0.072%
5/5/2026Sanctuary Advisors LLC54,638$6.26M0.0%-21.2%1.518%
5/1/2026Fifth Third Bancorp286$33K0.0%N/A0.008%
4/30/2026Kestra Advisory Services LLC11,559$1.32M0.0%-8.2%0.321%
4/29/2026McLaughlin 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%
4/27/2026Private 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%
4/22/2026Janney Montgomery Scott LLC2,362$271K0.0%N/A0.067%
4/22/2026 Trilogy Capital Inc.18,022$2.06M0.1%-9.2%0.508%
4/20/2026Kestra 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%
2/20/2026McLaughlin 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%
2/17/2026 Bluedoor Private Wealth LLC6,316$686K0.3%N/A0.178%
2/13/2026Kestra 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%
2/12/2026Commonwealth Equity Services LLC23,691$2.57M0.0%+2.6%0.667%
2/12/2026StoneX Group Inc.2,638$287K0.0%+8.0%0.074%
2/12/2026LWM 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%
2/11/2026 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%
2/11/2026LPL 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%
2/3/2026Manske 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%
1/29/2026Kestra 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%
1/27/2026 PFG Advisors2,339$254K0.0%-7.6%0.066%
1/26/2026Nottingham 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%
1/21/2026ProCore 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%
11/25/2025LWM 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%
11/13/2025Private Advisor Group LLC19,694$2.14M0.0%+3.6%0.571%
11/13/2025CreativeOne Wealth LLC19,611$2.13M0.1%-73.0%0.568%
11/12/2025Manske Wealth Management53,798$5.83M1.8%-0.7%1.559%
11/12/2025Journey Strategic Wealth LLC9,405$1.02M0.0%-12.3%0.273%
11/12/2025Empirical 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%
11/6/2025Stratos 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%
11/5/2025Envestnet 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%
10/27/2025N.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%
10/15/2025Private 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 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 ($84.26K), 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 287,523 shares in the last 24 months. This purchase volume represents approximately $31.34M in transactions.

Of the 34 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), Envestnet Asset Management Inc. ($8.27K), and Trilogy Capital Inc. ($4.74K).

Institutional investors have sold a total of 959,156 shares in the last 24 months. This volume of shares sold represents approximately $100.20M in transactions.


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This page (NYSEARCA:JPME) was last updated on 7/25/2026 by MarketBeat.com Staff.
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