Who Owns JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)?Hedge Fund & Institutional Holders

$113.56-0.17 (-0.15%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.8000360002600016e+188T

% of Float Held

QoQ Change in Holders

+15 / -2

Price History

$89.28$96.93$104.57$112.22$119.86Sep 24Jun 25Mar 26

JPME — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sanctuary Advisors, LLCNew Position+206K+$21.4M
JONES FINANCIAL COMPANIES LLLPNew Position+111K+$12.0M
Cerity Partners LLCNew Position+94K+$10.0M
APPLETON PARTNERS INC/MANew Position+92K+$10.0M
RVW Wealth, LLCNew Position+65K+$7.1M
1900 WEALTH MANAGEMENT LLCNew Position+48K+$5.2M
Trilogy Capital Inc.New Position+20K+$2.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+24K+$2.0M
Vantus Wealth LLCNew Position+16K+$1.7M
Cassilly Financial Group LLCNew Position+15K+$1.7M
Gallacher Capital Management LLCNew Position+13K+$1.4M
Apella Capital, LLCNew Position+12K+$1.3M
Archford Capital Strategies, LLCNew Position+11K+$1.2M
Goldstein Advisors, LLCNew Position+11K+$1.1M
FSM Wealth Advisors, LLCNew Position+10K+$1.1M

JPME — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Manske Wealth ManagementDecreased-150K-$21.3B
Dynamic Advisor Solutions LLCDecreased-2K-$16.9B
Private Advisor Group, LLCDecreased-679-$2.1B
CreativeOne Wealth, LLCDecreased-3K-$2.1B
Kestra Advisory Services, LLCDecreased-3K-$1.6B
Richard P Slaughter Associates IncDecreased-235-$1.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-8K-$957.4M
GOLDMAN SACHS GROUP INCClosed Position-8K-$819.8M
JPMORGAN CHASE & CODecreased-152-$816.1M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-3K-$779.3M
L & S Advisors IncDecreased-74-$552.5M
Stratos Wealth Partners, LTD.Decreased-14-$482.7M
AMERIPRISE FINANCIAL INCDecreased-2K-$456.9M
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-355-$388.9M
GeoWealth Management, LLCClosed Position-3K-$331.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY445,871$48.0M0.00%Share
2HighTower Advisors, LLC338,574$36.0M0.04%Share
3LPL Financial LLC244,782$26.0M0.01%Share
4Dynamic Advisor Solutions LLC153,652$16.7M0.54%Share
5Cambridge Investment Research Advisors, Inc.123,107$13.0M0.03%Share
6JONES FINANCIAL COMPANIES LLLP111,159$12.0M0.01%Share
7Cerity Partners LLC93,986$10.0M0.01%Share
8APPLETON PARTNERS INC/MA91,742$10.0M0.66%Share
9Sanctuary Advisors, LLC69,363$7.5M0.04%Share
10RVW Wealth, LLC65,362$7.1M0.54%Share
11Manske Wealth Management54,840$6.0M1.76%Share
121900 WEALTH MANAGEMENT LLC47,544$5.2M0.33%Share
13ROYAL BANK OF CANADA53,396$5.0M0.00%Share
14Sanctuary Advisors, LLC45,824$4.8M0.03%Share
15Sanctuary Advisors, LLC45,463$4.6M0.03%Share
16Sanctuary Advisors, LLC45,463$4.6M0.03%Share
17STONEHAVEN WEALTH & TAX SOLUTIONS, LLC22,717$2.5M2.22%Share
18Trilogy Capital Inc.19,841$2.2M0.10%Share
19KWB Wealth19,504$2.1M0.20%Share
20Private Advisor Group, LLC19,015$2.0M0.01%Share
21COMMONWEALTH EQUITY SERVICES, LLC23,691$2.0M0.00%Share
22STIFEL FINANCIAL CORP22,389$2.0M0.00%Share
23BANK OF AMERICA CORP /DE/23,159$2.0M0.00%Share
24Empirical Asset Management, LLC16,177$1.8M0.50%Share
25LWM Advisory Services, LLC16,110$1.8M1.03%Share
26Vantus Wealth LLC15,685$1.7M1.26%Share
27Advyzon Investment Management, LLC15,375$1.7M0.19%Share
28Cassilly Financial Group LLC15,335$1.7M1.47%Share
29Gallacher Capital Management LLC13,332$1.4M0.56%Share
30Apella Capital, LLC11,905$1.3M0.03%Share
31Archford Capital Strategies, LLC10,693$1.2M0.14%Share
32Goldstein Advisors, LLC10,544$1.1M0.13%Share
33FSM Wealth Advisors, LLC10,040$1.1M0.15%Share
34Richard P Slaughter Associates Inc9,286$1.0M0.21%Share
35RAYMOND JAMES FINANCIAL INC16,930$1.0M0.00%Share
36CITADEL ADVISORS LLC14,349$1.0M0.00%Share
37OSAIC HOLDINGS, INC.18,310$1.0M0.00%Share
38JOURNEY STRATEGIC WEALTH LLC11,240$1.0M0.03%Share
39BANK OF AMERICA CORP /DE/9,714$1.0M0.00%Share
40CreativeOne Wealth, LLC10,996$1.0M0.02%Share
41Kestra Advisory Services, LLC12,586$1.0M0.00%Share
42CHOREO, LLC8,191$897K0.01%Share
43N.E.W. Advisory Services LLC7,711$837K0.06%Share
44HARBOUR INVESTMENTS, INC.7,019$762K0.02%Share
45LANDMARK WEALTH MANAGEMENT, INC.6,518$708K0.27%Share
46Cosner Financial Group, LLC6,213$675K0.34%Share
47COMPASS CAPITAL MANAGEMENT, INC5,320$578K0.03%Share
48CoreCap Advisors, LLC5,260$571K0.02%Share
49L & S Advisors Inc9,300$564K0.05%Share
50NOTTINGHAM ADVISORS, INC.4,896$531K0.07%Share

JPME Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025102$264.9M+38
Q3 202564$186.6B-18
Q2 202582$146.5B-6
Q1 202588$264.1B+4
Q4 202484$48.7T+19
Q3 202465$153.8T-2
Q2 202467$103.5T+6
Q1 202461$96.4T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold JPME (JPMorgan Diversified Return U.S. Mid Cap Equity ETF). The largest holder is MORGAN STANLEY with $48.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own JPME?

As of Q4 2025, 50 institutional investors report holding JPME (JPMorgan Diversified Return U.S. Mid Cap Equity ETF) in their 13F filings.

Who is the largest institutional holder of JPME?

The largest institutional holder of JPME is MORGAN STANLEY with $48.0M in shares.

Is institutional ownership of JPME increasing or decreasing?

This quarter, 15 institutions opened new positions in JPME and 2 closed their positions.