JPME · JPMorgan Diversified Return U.S. Mid Cap Equity ETF ETF
$126.89
-0.23 (-0.18%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $2,383,188
Total Shares: 19,186
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
89.9%
+72.4 pts
Top 5
100.0%
+45.9 pts
Top 10
100.0%
+30.5 pts
HHI
8,178
Highly concentrated+7,397
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
0
Sold Out
109
Unchanged
1
Holder count:
-109
Institutional value:
-99.1%
Shares held:
-99.2%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +10,453 | 17,241 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 411,437 | $47,121,879 | |
| Large HighTower Advisors, LLC | 355,257 | $40,687,584 | |
| Mega LPL Financial LLC | 250,776 | $28,721,375 | |
| Large JONES FINANCIAL COMPANIES LLLP | 133,463 | $15,285,517 | |
| Large Cambridge Investment Research Advisors, Inc. | 123,160 | $14,105,514 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC JPME | $2,141,590 | 89.86% | 17,241 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group JPME | $241,598 | 10.14% | 1,945 | Shares | 2026-09-02 |