JPME Institutional Ownership
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
1W: -0.3%
1M: -5.0%
3M: -3.3%
YTD: +9.8%
1Y: +10.8%
3Y: +50.5%
5Y: +45.3%
$120.47
+0.93 (+0.78%)
Weekly Expected Move ±1.4%
$117
$119
$120
$122
$124
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Institutional Ownership — JPME
119
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
307M
Total Invested
9
New Positions
37
Increased
47
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (126 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 471,309 | $57M | +59,872 | +14.6% | 24Q | SEC ↗ |
| 2 | HighTower Advisors, LLC | 356,443 | $43M | +1,186 | +0.3% | 17Q | SEC ↗ |
| 3 | LPL Financial LLC | 261,929 | $32M | +11,153 | +4.4% | 36Q | SEC ↗ |
| 4 | JONES FINANCIAL COMPANIES LLLP | 159,646 | $19M | +26,183 | +19.6% | 9Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 124,896 | $15M | +1,736 | +1.4% | 34Q | SEC ↗ |
| 6 | Cerity Partners LLC | 87,670 | $11M | -4,804 | -5.2% | 13Q | SEC ↗ |
| 7 | Kingsview Wealth Management, LLC NEW | 75,738 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 74,404 | $9M | +54,737 | +278.3% | 7Q | SEC ↗ |
| 9 | RVW Wealth, LLC | 63,776 | $8M | +146 | +0.2% | 26Q | SEC ↗ |
| 10 | Manske Wealth Management | 63,388 | $8M | +3,544 | +5.9% | 7Q | SEC ↗ |
| 11 | Sanctuary Advisors, LLC | 55,464 | $7M | +826 | +1.5% | 9Q | SEC ↗ |
| 12 | 1900 WEALTH MANAGEMENT LLC | 46,317 | $6M | -27 | -0.1% | 23Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 42,466 | $5M | -12,133 | -22.2% | 14Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 35,326 | $4M | +984 | +2.9% | 15Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 32,481 | $4M | +16,803 | +107.2% | 11Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 32,288 | $4M | +2,655 | +9.0% | 26Q | SEC ↗ |
| 17 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 23,200 | $3M | +310 | +1.4% | 7Q | SEC ↗ |
| 18 | Vantus Wealth LLC NEW | 20,319 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | KWB Wealth | 20,296 | $2M | +792 | +4.1% | 11Q | SEC ↗ |
| 20 | APPLETON PARTNERS INC/MA | 20,152 | $2M | -72,427 | -78.2% | 35Q | SEC ↗ |
| 21 | Advyzon Investment Management, LLC | 20,052 | $2M | +1,589 | +8.6% | 4Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 19,903 | $2M | +2,022 | +11.3% | 33Q | SEC ↗ |
| 23 | Dynamic Advisor Solutions LLC | 18,507 | $2M | -1,464 | -7.3% | 16Q | SEC ↗ |
| 24 | Trilogy Capital Inc. | 17,932 | $2M | -90 | -0.5% | 31Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC | 17,241 | $2M | +10,453 | +154.0% | 3Q | SEC ↗ |
| 26 | Cassilly Financial Group LLC | 16,053 | $2M | +426 | +2.7% | 3Q | SEC ↗ |
| 27 | Empirical Asset Management, LLC | 15,560 | $2M | +673 | +4.5% | 4Q | SEC ↗ |
| 28 | NATIXIS ADVISORS, LLC NEW | 14,785 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 29 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 14,521 | $2M | +4,684 | +47.6% | 17Q | SEC ↗ |
| 30 | CreativeOne Wealth, LLC | 14,301 | $2M | -1,458 | -9.3% | 34Q | SEC ↗ |
| 31 | JOURNEY STRATEGIC WEALTH LLC | 11,353 | $1M | +113 | +1.0% | 11Q | SEC ↗ |
| 32 | Apella Capital, LLC | 11,330 | $1M | -280 | -2.4% | 13Q | SEC ↗ |
| 33 | Archford Capital Strategies, LLC | 10,693 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 34 | HARBOUR INVESTMENTS, INC. | 10,423 | $1M | +419 | +4.2% | 13Q | SEC ↗ |
| 35 | Kestra Advisory Services, LLC | 10,162 | $1M | -1,397 | -12.1% | 16Q | SEC ↗ |
| 36 | Goldstein Advisors, LLC | 10,068 | $1M | -558 | -5.3% | 15Q | SEC ↗ |
| 37 | FSM Wealth Advisors, LLC | 10,064 | $1M | -68 | -0.7% | 11Q | SEC ↗ |
| 38 | AMERIPRISE FINANCIAL INC | 9,150 | $1M | +2,278 | +33.1% | 5Q | SEC ↗ |
| 39 | Richard P Slaughter Associates Inc | 8,810 | $1M | -375 | -4.1% | 27Q | SEC ↗ |
| 40 | Gallacher Capital Management LLC | 8,708 | $1M | -3,425 | -28.2% | 15Q | SEC ↗ |
| 41 | CHOREO, LLC | 7,736 | $932K | -455 | -5.6% | 14Q | SEC ↗ |
| 42 | Cetera Investment Advisers | 7,474 | $900K | -19 | -0.3% | 10Q | SEC ↗ |
| 43 | Modern Wealth Management, LLC | 7,123 | $858K | -14,807 | -67.5% | 2Q | SEC ↗ |
| 44 | JPMORGAN CHASE & CO | 6,793 | $818K | -435 | -6.0% | 15Q | SEC ↗ |
| 45 | LANDMARK WEALTH MANAGEMENT, INC. | 6,517 | $785K | -1 | -0.0% | 9Q | SEC ↗ |
| 46 | Private Advisor Group, LLC | 6,510 | $784K | -12,717 | -66.1% | 18Q | SEC ↗ |
| 47 | Cosner Financial Group, LLC | 5,807 | $700K | -202 | -3.4% | 11Q | SEC ↗ |
| 48 | BLUEDOOR PRIVATE WEALTH, LLC | 5,787 | $697K | -297 | -4.9% | 3Q | SEC ↗ |
| 49 | COMPASS CAPITAL MANAGEMENT, INC | 5,320 | $641K | — | +0.0% | 4Q | SEC ↗ |
| 50 | PRINCIPAL SECURITIES, INC. | 5,114 | $616K | +1,086 | +27.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Kingsview Wealth Management, LLC | 75,738 | $9M |
| Vantus Wealth LLC | 20,319 | $2M |
| NATIXIS ADVISORS, LLC | 14,785 | $2M |
| Global Retirement Partners, LLC | 923 | $111K |
| CWM, LLC | 195 | $23K |
| Crewe Advisors LLC | 143 | $17K |
| MERCER GLOBAL ADVISORS INC /ADV | 133 | $16K |
| FIDUCIARY FINANCIAL ADVISORS | 107 | $13K |
| Allworth Financial LP | 43 | $5K |
| Coppell Advisory Solutions LLC | 25 | $3K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Equitable Holdings, Inc. | 24,064 | $3M |
| GOLDMAN SACHS GROUP INC | 8,600 | $1M |
| TWO SIGMA INVESTMENTS, LP | 7,000 | $843K |
| CoreCap Advisors, LLC | 5,059 | $609K |
| JANE STREET GROUP, LLC | 3,827 | $461K |
| ProCore Advisors, LLC | 2,082 | $251K |
| CARY STREET PARTNERS FINANCIAL LLC | 1,989 | $240K |
| Gateway Wealth Partners, LLC | 1,974 | $238K |
| CITIGROUP INC | 450 | $54K |
| MAI Capital Management | 408 | $49K |
| Team Financial Group, LLC | 115 | $14K |
| Root Financial Partners, LLC | 36 | $4K |
| WealthShield Partners, LLC | 34 | $4K |
| Aptus Capital Advisors, LLC | 4 | $0K |
| Strategic Wealth Partners, Ltd. | 3 | $0K |
| UBS AM, a distinct business unit of | 2 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +59,872 | +14.6% | 471,309 |
| RAYMOND JAMES FINANCIAL INC | +54,737 | +278.3% | 74,404 |
| JONES FINANCIAL COMPANIES LLLP | +26,183 | +19.6% | 159,646 |
| STIFEL FINANCIAL CORP | +16,803 | +107.2% | 32,481 |
| LPL Financial LLC | +11,153 | +4.4% | 261,929 |
| CITADEL ADVISORS LLC | +10,453 | +154.0% | 17,241 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +4,684 | +47.6% | 14,521 |
| Manske Wealth Management | +3,544 | +5.9% | 63,388 |
| BlackRock, Inc. | +3,354 | +329.1% | 4,373 |
| OSAIC HOLDINGS, INC. | +2,655 | +9.0% | 32,288 |
| AMERIPRISE FINANCIAL INC | +2,278 | +33.1% | 9,150 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,022 | +11.3% | 19,903 |
| Cambridge Investment Research Advis | +1,736 | +1.4% | 124,896 |
| Advyzon Investment Management, LLC | +1,589 | +8.6% | 20,052 |
| HighTower Advisors, LLC | +1,186 | +0.3% | 356,443 |
| PRINCIPAL SECURITIES, INC. | +1,086 | +27.0% | 5,114 |
| BANK OF AMERICA CORP /DE | +984 | +2.9% | 35,326 |
| Sanctuary Advisors, LLC | +826 | +1.5% | 55,464 |
| KWB Wealth | +792 | +4.1% | 20,296 |
| Empirical Asset Management, LLC | +673 | +4.5% | 15,560 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| APPLETON PARTNERS INC/MA | -72,427 | -78.2% | 20,152 |
| Modern Wealth Management, LLC | -14,807 | -67.5% | 7,123 |
| Private Advisor Group, LLC | -12,717 | -66.1% | 6,510 |
| ROYAL BANK OF CANADA | -12,133 | -22.2% | 42,466 |
| LWM Advisory Services, LLC | -5,748 | -54.9% | 4,726 |
| Cerity Partners LLC | -4,804 | -5.2% | 87,670 |
| Gallacher Capital Management LLC | -3,425 | -28.2% | 8,708 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -2,490 | -53.2% | 2,187 |
| Dynamic Advisor Solutions LLC | -1,464 | -7.3% | 18,507 |
| CreativeOne Wealth, LLC | -1,458 | -9.3% | 14,301 |
| Kestra Advisory Services, LLC | -1,397 | -12.1% | 10,162 |
| StoneX Group Inc. | -1,234 | -43.2% | 1,625 |
| Goldstein Advisors, LLC | -558 | -5.3% | 10,068 |
| CHOREO, LLC | -455 | -5.6% | 7,736 |
| JPMORGAN CHASE & CO | -435 | -6.0% | 6,793 |
| Fifth Third Securities, Inc. | -432 | -9.6% | 4,087 |
| PFG Advisors | -407 | -17.9% | 1,870 |
| Richard P Slaughter Associates Inc | -375 | -4.1% | 8,810 |
| BLUEDOOR PRIVATE WEALTH, LLC | -297 | -4.9% | 5,787 |
| Apella Capital, LLC | -280 | -2.4% | 11,330 |