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

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(As of 05/21/2024 ET)
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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)
35
Total
Institutional Inflows
(last 12 months)
$109.21M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$52.58M
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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
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%
4/23/2024 Raymond 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%
2/6/2024 Benjamin 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%
1/24/2024 Stratos 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%
1/16/2024 Raymond 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%
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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%
1/2/2024 Appleton Partners Inc. MA87,405$8.03M0.6%+4.0%2.253%
11/16/2023Harbour 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%
11/4/2023 Aspire Private Capital LLC299$25K0.0%-69.1%0.008%
11/3/2023 Private Advisor Group LLC12,750$1.07M0.0%+6.1%0.329%
11/2/2023 Wayfinding Financial LLC23,309$1.92M1.5%-3.0%0.601%
11/2/2023 LWM Advisory Services LLC15,521$1.30M1.4%-59.3%0.400%
10/30/2023 Sanctuary Wealth Management L.L.C.1,876$157K0.2%+237.4%0.048%
10/24/2023 Aspire Capital Advisors LLC32,533$2.72M1.2%+3.0%0.838%
10/24/2023 Adamsbrown Wealth Consultants LLC13,871$1.16M0.6%-88.9%0.358%
10/24/2023 Stratos Wealth Partners LTD.15,275$1.28M0.0%+2.1%0.394%
10/24/2023 Raymond James Financial Services Advisors Inc.16,519$1.38M0.0%-0.8%0.426%
10/24/2023 Raymond James & Associates3,845$322K0.0%+28.0%0.099%
10/24/2023 Cambridge Investment Research Advisors Inc.19,732$1.65M0.0%+24.9%0.509%
10/23/2023Commonwealth Equity Services LLC19,140$1.60M0.0%+9.6%0.493%
10/18/2023 Goldstein Advisors LLC215,946$18.06M3.7%+4.8%5.566%
10/17/2023 CreativeOne Wealth LLC246,487$20.62M1.5%-30.6%6.353%
10/17/2023 1900 Wealth Management LLC66,417$5.56M0.6%-2.2%1.712%
10/16/2023 Trilogy Capital Inc.139,265$11.65M0.8%-1.6%3.589%
10/13/2023 Global Retirement Partners LLC2,805$230K0.0%+2,546.2%0.072%
10/12/2023 RVW Wealth LLC96,108$8.04M1.0%-2.3%2.477%
10/11/2023 Dynamic Advisor Solutions LLC42,809$3.58M0.2%+527.2%1.103%
10/10/2023 Apella Capital LLC17,626$1.47M0.1%-1.2%0.454%
10/10/2023 Richard P Slaughter Associates Inc15,132$1.27M0.3%-11.1%0.390%
10/3/2023 Appleton Partners Inc. MA84,011$7.03M0.6%+0.3%2.165%
8/16/2023 CreativeOne Wealth LLC355,243$31.37M1.4%-1.1%9.156%
8/14/2023 Cerity Partners LLC794,737$70.17M0.3%N/A20.483%
8/11/2023 Kestra Advisory Services LLC13,052$1.15M0.0%-50.0%0.336%
8/10/2023 GeoWealth Management LLC58,639$5.18M0.6%-63.3%1.511%
8/10/2023Commonwealth Equity Services LLC17,469$1.54M0.0%+4.0%0.450%
8/10/2023 Private Advisor Group LLC12,013$1.09M0.0%+15.5%0.310%
8/9/2023 Flow Traders U.S. LLC4,490$396K0.0%N/A0.116%
8/7/2023 LWM Advisory Services LLC38,162$3.37M3.6%+30.4%0.984%
8/4/2023 Choreo LLC11,093$979K0.0%-53.8%0.286%
8/3/2023 Atria Wealth Solutions Inc.10,048$887K0.0%+4.5%0.259%
8/3/2023 Dynamic Advisor Solutions LLC6,825$603K0.0%-42.9%0.176%
8/1/2023 Empirical Asset Management LLC12,601$1.11M1.0%+4.5%0.325%
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7/31/2023 LPL Financial LLC212,708$18.78M0.0%-0.1%5.482%
7/31/2023 Wayfinding Financial LLC24,027$2.18M1.5%-2.5%0.619%
7/27/2023 Aspire Wealth Management Corp1,112$98K0.1%N/A0.029%
7/25/2023 Raymond James Financial Services Advisors Inc.16,645$1.47M0.0%-14.7%0.416%
7/25/2023 Raymond James & Associates3,005$265K0.0%N/A0.075%
7/25/2023 Sanctuary Wealth Management L.L.C.556$49K0.1%N/A0.014%
7/24/2023 Trilogy Capital Inc.141,543$12.86M0.8%-3.6%3.539%
7/21/2023 Goldstein Advisors LLC206,018$18.19M3.8%+2.5%5.150%
7/21/2023 1900 Wealth Management LLC67,889$5.99M0.6%-13.1%1.697%
7/18/2023 Stratos Wealth Partners LTD.14,966$1.32M0.0%+175.9%0.374%
(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, 61 institutional investors and hedge funds held shares of JPMorgan Diversified Return U.S. Mid Cap Equity ETF. The most heavily invested institutionals were ARGI Investment Services LLC ($65.18M), Cerity Partners LLC ($61.91M), HighTower Advisors LLC ($23.66M), CreativeOne Wealth LLC ($22.01M), Goldstein Advisors LLC ($20.14M), Systelligence LLC ($19.75M), and LPL Financial LLC ($19.59M).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 56 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 ($794.74K), Systelligence LLC ($255.24K), HighTower Advisors LLC ($251.81K), Goldstein Advisors LLC ($219.22K), Udine Wealth Management Inc. ($144.55K), LPL Financial LLC ($127.19K), and CreativeOne Wealth LLC ($74.15K).

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

Institutional investors have bought a total of 2,538,452 shares in the last 24 months. This purchase volume represents approximately $219.37M in transactions.

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

Of the 32 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 ($208.97K), Adamsbrown Wealth Consultants LLC ($118.55K), GeoWealth Management LLC ($101.16K), 1900 Wealth Management LLC ($72.55K), Richard P Slaughter Associates Inc ($53.58K), ARGI Investment Services LLC ($41.34K), and Trilogy Capital Inc. ($34.30K).

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

Institutional investors have sold a total of 800,866 shares in the last 24 months. This volume of shares sold represents approximately $69.42M in transactions.


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This page (NYSEARCA:JPME) was last updated on 5/21/2024 by MarketBeat.com Staff

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