Who Owns JPME?
JPMorgan Diversified Return U.S. Mid Cap Equity ETF — Institutional Ownership & 13F Holdings
$120.72
+0.10 (+0.08%)
Market Cap
$416.8M
Shares Outstanding
3,287,760
Institutional Holders
87
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
15
Closed Positions
12
Increased
30
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $913.6M | 9,084 |
| 2 | HighTower Advisors, LLC | $30.1M | 299,534 |
| 3 | MORGAN STANLEY | $28.3M | 281,809 |
| 4 | CreativeOne Wealth, LLC | $22.0M | 219,073 |
| 5 | Dynamic Advisor Solutions LLC | $14.0M | 139,692 |
| 6 | APPLETON PARTNERS INC/MANew | $8.8M | 87,687 |
| 7 | Cambridge Investment Research Advisors, Inc. | $8.7M | 86,439 |
| 8 | N.E.W. Advisory Services LLC | $8.6M | 85,676 |
| 9 | RVW Wealth, LLC | $7.0M | 69,200 |
| 10 | 1900 WEALTH MANAGEMENT LLC | $4.9M | 49,100 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HighTower Advisors, LLC | +7K | $30.1M |
| MORGAN STANLEY | +504 | $28.3M |
| Dynamic Advisor Solutions LLC | +34K | $14.0M |
| APPLETON PARTNERS INC/MANew | +88K | $8.8M |
| Cambridge Investment Research Advisors, Inc. | +26K | $8.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Teamwork Financial Advisors, LLC | -125K | $222K |
| Trilogy Capital Inc. | -115K | $2.8M |
| JONES FINANCIAL COMPANIES LLLP | -27K | $5K |
| GOLDMAN SACHS GROUP INC | -17K | $2.7M |
| LPL Financial LLC | -8K | $22K |
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Frequently Asked Questions
How many institutional investors hold JPME?
As of Q1 2025, 87 institutional investors report holding JPME (JPMorgan Diversified Return U.S. Mid Cap Equity ETF) in their 13F filings.
Which hedge fund owns the most JPME?
The largest institutional holder of JPME is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $913.6M in shares.
Are institutions buying or selling JPME?
This quarter, 15 institutions opened new positions in JPME and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.