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

$103.75 -1.44 (-1.37%)
As of 02/21/2025 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)
40
Total
Institutional Inflows
(last 12 months)
$55.88M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$39.67M
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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
2/17/2025 Bank of America Corp DE27,777$2.85M0.0%+24.7%0.725%
2/14/2025 Jane Street Group LLC4,968$509K0.0%-36.3%0.130%
2/14/2025 Stifel Financial Corp11,826$1.21M0.0%+18.2%0.309%
2/14/2025 GeoWealth Management LLC11,189$1.15M0.0%-4.8%0.292%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC17,021$1.74M1.9%N/A0.444%
2/13/2025 CreativeOne Wealth LLC226,475$23.21M0.7%+0.7%5.913%
2/13/2025 Mariner LLC2,413$247K0.0%-14.9%0.063%
2/13/2025 Raymond James Financial Inc.16,409$1.68M0.0%N/A0.428%
2/13/2025 Cerity Partners LLC688,074$70.51M0.2%-0.6%17.965%
2/13/2025 Envestnet Asset Management Inc.9,742$998K0.0%+1.7%0.254%
2/12/2025 Sanctuary Wealth Management L.L.C.1,654$170K0.1%-9.2%0.043%
2/12/2025 JPMorgan Chase & Co.16,591$1.70M0.0%+6.9%0.433%
2/11/2025 LPL Financial LLC230,050$23.57M0.0%+6.9%6.007%
2/11/2025 ZEGA Investments LLC4,270$456K0.1%N/A0.111%
2/10/2025 Gallacher Capital Management LLC13,373$1.37M0.7%-2.6%0.349%
2/10/2025 Harbour Investments Inc.6,863$703K0.0%+2.6%0.179%
2/10/2025 Commonwealth Equity Services LLC25,198$2.58M0.0%+7.2%0.658%
2/10/2025 EverSource Wealth Advisors LLC2,895$297K0.0%-14.8%0.076%
2/7/2025 PFG Advisors2,863$293K0.0%-3.4%0.075%
2/7/2025 HighTower Advisors LLC292,701$29.99M0.0%+0.2%7.642%
2/6/2025 Raymond James Financial Inc.16,409$1.68M0.0%N/A0.428%
2/6/2025 Steward Partners Investment Advisory LLC1,038$106K0.0%N/A0.027%
2/6/2025 Jones Financial Companies Lllp26,894$2.76M0.0%+107.2%0.702%
2/5/2025 Private Trust Co. NA391$40K0.0%-23.6%0.010%
2/4/2025 LWM Advisory Services LLC15,522$1.59M1.1%+9.9%0.405%
1/31/2025 Sanctuary Advisors LLC45,578$4.86M0.0%+1.4%1.190%
1/30/2025 Principal Securities Inc.1,793$184K0.0%+108.5%0.047%
1/28/2025 Appleton Partners Inc. MA86,798$8.89M0.7%-1.4%2.266%
1/28/2025 Landmark 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%
1/27/2025 Trilogy Capital Inc.143,328$14.69M0.8%-1.1%3.742%
1/27/2025 Choreo LLC8,191$839K0.0%-7.9%0.214%
1/27/2025 MAS Advisors LLC17,559$1.80M3.0%N/A0.458%
1/24/2025 Adamsbrown Wealth Consultants LLC4,017$412K0.1%-12.0%0.105%
1/24/2025 Journey Strategic Wealth LLC10,137$1.04M0.0%+15.0%0.265%
1/24/2025 N.E.W. Advisory Services LLC41,527$4.26M0.4%-18.3%1.084%
1/23/2025 Fifth Third Securities Inc.4,734$485K0.0%+2.6%0.124%
1/23/2025 RVW Wealth LLC72,808$7.46M0.7%-0.8%1.901%
1/23/2025 Gateway 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%
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1/17/2025 Goldstein 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%
12/26/2024 JPMorgan Chase & Co.15,516$1.63M0.0%+46.8%0.405%
11/15/2024 MML Investors Services LLC7,827$822K0.0%-2.5%0.204%
11/15/2024Zega Financial LLC6,280$660K0.1%N/A0.164%
11/15/2024 Jane Street Group LLC7,801$819K0.0%-54.7%0.204%
11/15/2024 Stifel Financial Corp10,006$1.05M0.0%+15.8%0.261%
11/15/2024 HighTower Advisors LLC292,171$30.70M0.0%+0.4%7.628%
11/14/2024 CreativeOne Wealth LLC224,974$23.63M0.8%+30.8%5.874%
11/13/2024 FMR LLC833$87K0.0%-11.0%0.022%
11/12/2024 Cerity Partners LLC692,280$72.72M0.2%+1.6%18.075%
11/5/2024 Harbour 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%
10/25/2024 First Trust Direct Indexing L.P.2,011$211K0.0%N/A0.053%
10/25/2024 Gateway Wealth Partners LLC47,708$5.01M1.4%+1.7%1.246%
10/24/2024 Goldstein Advisors LLC11,944$1.26M0.2%-94.9%0.312%
10/22/2024 Private Advisor Group LLC16,735$1.76M0.0%+5.7%0.437%
10/21/2024 Trilogy 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%
10/16/2024 Nottingham Advisors Inc.5,505$578K0.1%N/A0.144%
10/16/2024 Asset Dedication LLC234$25K0.0%N/A0.006%
10/11/2024 Adamsbrown Wealth Consultants LLC4,566$480K0.2%-12.5%0.119%
10/9/2024 Albion 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%
9/5/2024 Sanctuary Advisors LLC44,961$4.26M0.0%N/A1.174%
8/16/2024 Gateway Wealth Partners LLC46,897$4.46M1.3%+25.1%1.224%
8/14/2024 CreativeOne Wealth LLC171,945$16.37M0.8%-22.6%4.489%
8/14/2024 EverSource Wealth Advisors LLC5,845$590K0.0%+224.9%0.153%
8/8/2024 Thoroughbred Financial Services LLC6,896$656K0.0%+1.7%0.180%
8/8/2024 LWM Advisory Services LLC15,994$1.52M1.3%-0.9%0.418%
8/7/2024 Choreo LLC8,897$841K0.0%-10.4%0.232%
8/6/2024 Gallacher Capital Management LLC13,855$1.32M0.7%-2.1%0.362%
8/5/2024 Private Advisor Group LLC15,826$1.51M0.0%+2.5%0.413%
8/5/2024 N.E.W. Advisory Services LLC36,975$3.52M0.4%+8.6%0.965%
7/31/2024 Commonwealth 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%
7/26/2024 Cambridge Investment Research Advisors Inc.43,287$4.12M0.0%+38.1%1.130%
7/24/2024 Goldstein Advisors LLC233,810$22.26M3.7%+1.8%6.105%
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%
7/10/2024 Albion Financial Group UT1,610$153K0.0%N/A0.042%
7/10/2024 Apella Capital LLC13,479$1.27M0.1%-3.0%0.352%
7/8/2024 RVW Wealth LLC74,545$7.10M0.7%-2.8%1.946%
7/2/2024 Appleton Partners Inc. MA88,145$8.39M0.6%+0.5%2.301%
6/11/2024 EverSource Wealth Advisors LLC1,799$169K0.0%-10.9%0.047%
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5/14/2024 CreativeOne Wealth LLC222,040$22.01M0.9%+39.1%5.797%
5/8/2024 Thoroughbred Financial Services LLC6,778$672K0.1%-2.2%0.176%
5/7/2024 PFG Advisors2,869$284K0.0%N/A0.075%
5/6/2024 Gallacher Capital Management LLC14,153$1.40M0.7%-5.2%0.368%
4/30/2024 Private Advisor Group LLC15,438$1.53M0.0%+8.3%0.401%
4/29/2024 Commonwealth Equity Services LLC24,224$2.40M0.0%+2.5%0.629%
4/25/2024 Cambridge Investment Research Advisors Inc.31,346$3.11M0.0%+33.8%0.804%
4/24/2024 1900 Wealth Management LLC53,606$5.31M0.5%-2.9%1.375%
4/23/2024Raymond James Financial Services Advisors Inc.15,136$1.50M0.0%-1.1%0.388%
4/20/2024 KWB Wealth14,270$1.42M0.2%-3.1%0.366%
(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, 74 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), Teamwork Financial Advisors LLC ($13.00M), and Dynamic Advisor Solutions LLC ($10.79M).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 64 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), Teamwork Financial Advisors LLC ($122.26K), CreativeOne Wealth LLC ($116.89K), Dynamic Advisor Solutions LLC ($98.49K), 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 2,207,950 shares in the last 24 months. This purchase volume represents approximately $201.98M in transactions.

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

Of the 42 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), Adamsbrown Wealth Consultants LLC ($119.75K), GeoWealth Management LLC ($101.72K), 1900 Wealth Management LLC ($49.36K), Gateway Wealth Partners LLC ($39.13K), and Trilogy Capital Inc. ($31.40K).

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

Institutional investors have sold a total of 990,484 shares in the last 24 months. This volume of shares sold represents approximately $92.55M in transactions.



This page (NYSEARCA:JPME) was last updated on 2/22/2025 by MarketBeat.com Staff
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