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

$95.14 +0.96 (+1.02%)
As of 04/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Diversified Return U.S. Mid Cap Equity ETF (NYSEARCA:JPME)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$60.43M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$50.21M
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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
4/17/2025 1900 Wealth Management LLC49,100$4.94M0.4%+3.8%1.453%
4/17/2025 Good Life Advisors LLC26,546$2.67M0.2%N/A0.785%
4/17/2025 Dynamic Advisor Solutions LLC139,692$14.05M0.5%+32.6%4.133%
4/10/2025 KWB Wealth17,401$1.78M0.2%+5.5%0.446%
4/10/2025 Teamwork Financial Advisors LLC2,216$223K0.0%-98.3%0.057%
4/10/2025 Richard P Slaughter Associates Inc12,562$1.26M0.3%-8.4%0.322%
4/10/2025 Apella Capital LLC12,144$1.16M0.0%-2.2%0.311%
2/17/2025Bank of America Corp DE27,777$2.85M0.0%+24.7%0.725%
2/14/2025Jane Street Group LLC4,968$509K0.0%-36.3%0.130%
2/14/2025Stifel Financial Corp11,826$1.21M0.0%+18.2%0.309%
2/14/2025GeoWealth Management LLC11,189$1.15M0.0%-4.8%0.292%
2/13/2025Stonehaven Wealth & Tax Solutions LLC17,021$1.74M1.9%N/A0.444%
2/13/2025CreativeOne Wealth LLC226,475$23.21M0.7%+0.7%5.913%
2/13/2025Mariner LLC2,413$247K0.0%-14.9%0.063%
2/13/2025Raymond James Financial Inc.16,409$1.68M0.0%N/A0.428%
2/13/2025Cerity Partners LLC688,074$70.51M0.2%-0.6%17.965%
2/13/2025Envestnet Asset Management Inc.9,742$998K0.0%+1.7%0.254%
2/12/2025Sanctuary Wealth Management L.L.C.1,654$170K0.1%-9.2%0.043%
2/12/2025JPMorgan Chase & Co.16,591$1.70M0.0%+6.9%0.433%
2/11/2025LPL Financial LLC230,050$23.57M0.0%+6.9%6.007%
2/11/2025ZEGA Investments LLC4,270$456K0.1%N/A0.111%
2/10/2025Gallacher Capital Management LLC13,373$1.37M0.7%-2.6%0.349%
2/10/2025Harbour Investments Inc.6,863$703K0.0%+2.6%0.179%
2/10/2025Commonwealth Equity Services LLC25,198$2.58M0.0%+7.2%0.658%
2/10/2025EverSource Wealth Advisors LLC2,895$297K0.0%-14.8%0.076%
2/7/2025PFG Advisors2,863$293K0.0%-3.4%0.075%
2/7/2025HighTower Advisors LLC292,701$29.99M0.0%+0.2%7.642%
2/6/2025Raymond James Financial Inc.16,409$1.68M0.0%N/A0.428%
2/6/2025Steward Partners Investment Advisory LLC1,038$106K0.0%N/A0.027%
2/6/2025Jones Financial Companies Lllp26,894$2.76M0.0%+107.2%0.702%
2/5/2025Private Trust Co. NA391$40K0.0%-23.6%0.010%
2/4/2025LWM Advisory Services LLC15,522$1.59M1.1%+9.9%0.405%
1/31/2025Sanctuary Advisors LLC45,578$4.86M0.0%+1.4%1.190%
1/30/2025Principal Securities Inc.1,793$184K0.0%+108.5%0.047%
1/28/2025Appleton Partners Inc. MA86,798$8.89M0.7%-1.4%2.266%
1/28/2025Landmark Wealth Management Inc.6,698$686K0.3%-4.3%0.175%
1/28/2025 1900 Wealth Management LLC47,289$4.85M0.4%-0.5%1.235%
1/27/2025Trilogy Capital Inc.143,328$14.69M0.8%-1.1%3.742%
1/27/2025Choreo LLC8,191$839K0.0%-7.9%0.214%
1/27/2025MAS Advisors LLC17,559$1.80M3.0%N/A0.458%
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1/24/2025 Adamsbrown Wealth Consultants LLC4,017$412K0.1%-12.0%0.105%
1/24/2025Journey Strategic Wealth LLC10,137$1.04M0.0%+15.0%0.265%
1/24/2025N.E.W. Advisory Services LLC41,527$4.26M0.4%-18.3%1.084%
1/23/2025Fifth Third Securities Inc.4,734$485K0.0%+2.6%0.124%
1/23/2025RVW Wealth LLC72,808$7.46M0.7%-0.8%1.901%
1/23/2025Gateway Wealth Partners LLC8,579$879K0.2%-82.0%0.224%
1/21/2025 Dynamic Advisor Solutions LLC105,315$10.79M0.5%+9.1%2.750%
1/17/2025Goldstein Advisors LLC11,519$1.18M0.2%-3.6%0.301%
1/17/2025 Teamwork Financial Advisors LLC126,823$13.00M1.7%+7.4%3.311%
1/14/2025 Apella Capital LLC12,413$1.27M0.0%-7.8%0.324%
1/14/2025 Richard P Slaughter Associates Inc13,710$1.41M0.3%+3.9%0.358%
1/14/2025 KWB Wealth16,494$1.73M0.2%+6.2%0.431%
12/26/2024JPMorgan Chase & Co.15,516$1.63M0.0%+46.8%0.405%
11/15/2024MML Investors Services LLC7,827$822K0.0%-2.5%0.204%
11/15/2024Zega Financial LLC6,280$660K0.1%N/A0.164%
11/15/2024Jane Street Group LLC7,801$819K0.0%-54.7%0.204%
11/15/2024Stifel Financial Corp10,006$1.05M0.0%+15.8%0.261%
11/15/2024HighTower Advisors LLC292,171$30.70M0.0%+0.4%7.628%
11/14/2024CreativeOne Wealth LLC224,974$23.63M0.8%+30.8%5.874%
11/13/2024FMR LLC833$87K0.0%-11.0%0.022%
11/12/2024Cerity Partners LLC692,280$72.72M0.2%+1.6%18.075%
11/5/2024Harbour Investments Inc.6,689$703K0.0%+11.7%0.175%
11/4/2024 1900 Wealth Management LLC53,606$5.31M0.5%+14.0%1.400%
10/25/2024First Trust Direct Indexing L.P.2,011$211K0.0%N/A0.053%
10/25/2024Gateway Wealth Partners LLC47,708$5.01M1.4%+1.7%1.246%
10/24/2024Goldstein Advisors LLC11,944$1.26M0.2%-94.9%0.312%
10/22/2024Private Advisor Group LLC16,735$1.76M0.0%+5.7%0.437%
10/21/2024Trilogy Capital Inc.144,994$15.23M0.8%-1.6%3.786%
10/16/2024 Teamwork Financial Advisors LLC118,130$12.41M1.7%+2,490.0%3.084%
10/16/2024Nottingham Advisors Inc.5,505$578K0.1%N/A0.144%
10/16/2024Asset Dedication LLC234$25K0.0%N/A0.006%
10/11/2024 Adamsbrown Wealth Consultants LLC4,566$480K0.2%-12.5%0.119%
10/9/2024Albion Financial Group UT936$98K0.0%-41.9%0.024%
10/8/2024 Dynamic Advisor Solutions LLC96,541$10.14M0.3%+35.3%2.521%
10/7/2024 Richard P Slaughter Associates Inc13,195$1.39M0.3%+6.2%0.345%
10/7/2024 KWB Wealth15,533$1.63M0.2%+8.9%0.406%
9/5/2024Sanctuary Advisors LLC44,961$4.26M0.0%N/A1.174%
8/16/2024Gateway Wealth Partners LLC46,897$4.46M1.3%+25.1%1.224%
8/14/2024CreativeOne Wealth LLC171,945$16.37M0.8%-22.6%4.489%
8/14/2024EverSource Wealth Advisors LLC5,845$590K0.0%+224.9%0.153%
8/8/2024Thoroughbred Financial Services LLC6,896$656K0.0%+1.7%0.180%
8/8/2024LWM Advisory Services LLC15,994$1.52M1.3%-0.9%0.418%
8/7/2024Choreo LLC8,897$841K0.0%-10.4%0.232%
8/6/2024Gallacher Capital Management LLC13,855$1.32M0.7%-2.1%0.362%
8/5/2024Private Advisor Group LLC15,826$1.51M0.0%+2.5%0.413%
8/5/2024N.E.W. Advisory Services LLC36,975$3.52M0.4%+8.6%0.965%
7/31/2024Commonwealth Equity Services LLC23,375$2.23M0.0%-3.5%0.610%
7/26/2024 1900 Wealth Management LLC47,034$4.48M0.4%-12.3%1.228%
7/26/2024Cambridge Investment Research Advisors Inc.43,287$4.12M0.0%+38.1%1.130%
7/24/2024Goldstein Advisors LLC233,810$22.26M3.7%+1.8%6.105%
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I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
7/15/2024 Dynamic Advisor Solutions LLC71,350$6.79M0.2%+2.8%1.863%
7/10/2024 Richard P Slaughter Associates Inc12,422$1.18M0.3%-1.8%0.324%
7/10/2024Albion Financial Group UT1,610$153K0.0%N/A0.042%
7/10/2024 Apella Capital LLC13,479$1.27M0.1%-3.0%0.352%
7/8/2024RVW Wealth LLC74,545$7.10M0.7%-2.8%1.946%
7/2/2024Appleton Partners Inc. MA88,145$8.39M0.6%+0.5%2.301%
6/11/2024EverSource Wealth Advisors LLC1,799$169K0.0%-10.9%0.047%
5/14/2024CreativeOne Wealth LLC222,040$22.01M0.9%+39.1%5.797%
5/8/2024Thoroughbred Financial Services LLC6,778$672K0.1%-2.2%0.176%
5/7/2024PFG Advisors2,869$284K0.0%N/A0.075%
(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, 73 institutional investors and hedge funds held shares of JPMorgan Diversified Return U.S. Mid Cap Equity ETF. The most heavily invested institutionals were Cerity Partners LLC ($70.51M), HighTower Advisors LLC ($29.99M), LPL Financial LLC ($23.57M), CreativeOne Wealth LLC ($23.21M), Trilogy Capital Inc. ($14.69M), Dynamic Advisor Solutions LLC ($14.05M), and Appleton Partners Inc. MA ($8.89M).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 63 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 ($805.92K), HighTower Advisors LLC ($236.68K), Goldstein Advisors LLC ($216.79K), Dynamic Advisor Solutions LLC ($132.87K), Teamwork Financial Advisors LLC ($122.26K), CreativeOne Wealth LLC ($116.89K), and LPL Financial LLC ($52.09K).

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

Institutional investors have bought a total of 2,261,614 shares in the last 24 months. This purchase volume represents approximately $207.52M in transactions.

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

Of the 41 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 ($249.52K), Goldstein Advisors LLC ($222.29K), Teamwork Financial Advisors LLC ($124.61K), Adamsbrown Wealth Consultants LLC ($119.75K), GeoWealth Management LLC ($101.72K), 1900 Wealth Management LLC ($49.36K), and Gateway Wealth Partners LLC ($39.13K).

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

Institutional investors have sold a total of 1,107,352 shares in the last 24 months. This volume of shares sold represents approximately $104.44M in transactions.


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This page (NYSEARCA:JPME) was last updated on 4/19/2025 by MarketBeat.com Staff
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