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

$108.81 +1.54 (+1.44%)
(As of 11/21/2024 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)
35
Total
Institutional Inflows
(last 12 months)
$48.13M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$46.33M
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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
11/15/2024 MML Investors Services LLC7,827$822K0.0%-2.5%0.204%
11/15/2024 Zega 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%
9/5/2024Sanctuary 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%
7/31/2024Commonwealth 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%
7/26/2024 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%
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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%
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%
4/29/2024Commonwealth 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%
4/17/2024 Trilogy Capital Inc.119,513$11.85M0.7%-5.0%3.064%
4/12/2024 Dynamic Advisor Solutions LLC69,406$6.88M0.2%+36.0%1.780%
4/9/2024 Richard P Slaughter Associates Inc12,654$1.26M0.3%-2.4%0.326%
4/8/2024 RVW Wealth LLC76,656$7.60M0.8%-16.3%1.976%
4/1/2024 Appleton Partners Inc. MA87,745$8.70M0.7%+0.4%2.261%
2/12/2024 Goldstein Advisors LLC219,216$20.14M3.4%+1.5%5.650%
2/9/2024 Cambridge Investment Research Advisors Inc.23,428$2.15M0.0%+18.7%0.604%
2/9/2024 EverSource Wealth Advisors LLC2,018$185K0.0%N/A0.052%
2/9/2024 Journey Strategic Wealth LLC48,181$4.43M0.2%+5.2%1.242%
2/9/2024 CreativeOne Wealth LLC159,680$14.67M0.9%-35.2%4.115%
2/9/2024 Thoroughbred Financial Services LLC6,927$636K0.1%+1.6%0.179%
2/8/2024 Cosner Financial Group LLC6,439$592K0.5%N/A0.166%
2/7/2024 Principal Securities Inc.500$46K0.0%N/A0.013%
2/7/2024 Sanctuary Wealth Management L.L.C.2,275$209K0.2%+21.3%0.059%
2/6/2024 N.E.W. Advisory Services LLC34,084$3.13M0.4%+134.9%0.878%
2/6/2024 Private Advisor Group LLC14,254$1.31M0.0%+11.8%0.367%
2/6/2024 Gallacher 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%
2/5/2024 LWM Advisory Services LLC16,179$1.49M1.3%+4.2%0.417%
2/2/2024 Atria Wealth Solutions Inc.9,863$906K0.0%-4.8%0.254%
2/1/2024 1900 Wealth Management LLC55,191$5.07M0.5%-16.9%1.422%
1/29/2024 Aspire Capital Advisors LLC34,512$3.17M1.3%+6.1%0.889%
1/29/2024 Adamsbrown Wealth Consultants LLC6,174$567K0.2%-55.5%0.159%
1/26/2024 Cerity 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%
1/18/2024 Global Retirement Partners LLC1,872$169K0.0%-33.3%0.048%
1/16/2024Raymond James Financial Services Advisors Inc.15,300$1.41M0.0%-7.4%0.394%
1/12/2024 Empirical Asset Management LLC12,272$1.13M0.9%-1.5%0.316%
1/12/2024 CIC Wealth LLC4,667$429K0.1%N/A0.120%
1/12/2024 Trilogy Capital Inc.125,826$11.56M0.7%-9.6%3.243%
1/11/2024 Dynamic Advisor Solutions LLC51,045$4.64M0.2%+19.2%1.316%
1/11/2024 KWB Wealth14,730$1.35M0.2%N/A0.380%
1/10/2024 Wayfinding Financial LLC23,113$2.12M1.4%-0.8%0.596%
1/8/2024 RVW Wealth LLC91,565$8.41M0.9%-4.7%2.360%
1/8/2024 Richard P Slaughter Associates Inc12,966$1.19M0.3%-14.3%0.334%
1/5/2024 Apella Capital LLC13,932$1.26M0.1%-21.0%0.359%
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1/2/2024 Appleton Partners Inc. MA87,405$8.03M0.6%+4.0%2.253%
11/16/2023 Harbour Investments Inc.6,404$536K0.0%+5,281.5%0.165%
11/13/2023 Gallacher Capital Management LLC14,635$1.22M0.8%-4.9%0.377%
11/13/2023 LPL Financial LLC234,199$19.59M0.0%+10.1%6.036%
11/13/2023 Kestra Advisory Services LLC22,004$1.84M0.0%+68.6%0.567%
11/8/2023 Choreo LLC9,899$828K0.0%-10.8%0.255%
11/8/2023 HighTower Advisors LLC282,605$23.66M0.0%+5.7%7.284%
11/8/2023 Journey Strategic Wealth LLC45,808$3.83M0.2%N/A1.181%
11/8/2023 Atria Wealth Solutions Inc.10,363$867K0.0%+3.1%0.267%
11/6/2023 N.E.W. Advisory Services LLC14,508$1.21M0.2%N/A0.374%
(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, 68 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 ($72.72M), ARGI Investment Services LLC ($65.18M), HighTower Advisors LLC ($30.70M), CreativeOne Wealth LLC ($23.63M), Systelligence LLC ($19.75M), LPL Financial LLC ($19.59M), and Trilogy Capital Inc. ($15.23M).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 59 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 ($253.05K), Goldstein Advisors LLC ($223.35K), LPL Financial LLC ($127.19K), CreativeOne Wealth LLC ($115.39K), Teamwork Financial Advisors LLC ($113.57K), and Dynamic Advisor Solutions LLC ($95.92K).

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

Institutional investors have bought a total of 2,321,212 shares in the last 24 months. This purchase volume represents approximately $208.90M in transactions.

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

Of the 38 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 ($259.06K), Goldstein Advisors LLC ($221.87K), Adamsbrown Wealth Consultants LLC ($119.20K), GeoWealth Management LLC ($101.16K), 1900 Wealth Management LLC ($57.02K), Trilogy Capital Inc. ($35.56K), and ARGI Investment Services LLC ($34.55K).

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

Institutional investors have sold a total of 1,009,136 shares in the last 24 months. This volume of shares sold represents approximately $92.94M in transactions.



This page (NYSEARCA:JPME) was last updated on 11/21/2024 by MarketBeat.com Staff
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