Who owns JPMorgan Diversified Return U.S. Mid Cap Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JPME from SEC Form 13F filings across 105 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 105 institutions disclosed 2.4M shares of JPMorgan Diversified Return U.S. Mid Cap Equity ETF worth $293.5M — about 65.3% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
105
13F holders
$293.5M
value, 2026 filers
65.3%
of shares outstanding (2.4M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JPME's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 471,309 | $58.5M | 0.0% | 13.1% | +14.6% |
| 2 | HighTower Advisors, LLC | 356,443 | $44.3M | 0.0% | 9.9% | +0.3% |
| 3 | LPL Financial LLC | 261,929 | $32.5M | 0.0% | 7.3% | +4.4% |
| 4 | JONES FINANCIAL COMPANIES LLLP | 159,646 | $19.9M | 0.0% | 4.4% | +19.6% |
| 5 | Cerity Partners LLC | 87,670 | $10.9M | 0.0% | 2.4% | -5.2% |
| 6 | Kingsview Wealth Management, LLCNEW | 75,738 | $9.4M | 0.1% | 2.1% | new |
| 7 | RAYMOND JAMES FINANCIAL INC | 74,404 | $9.2M | 0.0% | 2.1% | +278.3% |
| 8 | RVW Wealth, LLC | 63,776 | $7.9M | 0.5% | 1.8% | +0.2% |
| 9 | Manske Wealth Management | 63,388 | $7.9M | 2.0% | 1.8% | +5.9% |
| 10 | Sanctuary Advisors, LLC | 55,464 | $6.9M | 0.0% | 1.5% | +1.5% |
| 11 | 1900 WEALTH MANAGEMENT LLC | 46,317 | $5.8M | 0.3% | 1.3% | -0.1% |
| 12 | ROYAL BANK OF CANADA | 42,466 | $5.3M | 0.0% | 1.2% | -22.2% |
| 13 | BANK OF AMERICA CORP /DE/ | 35,326 | $4.4M | 0.0% | 1% | +2.9% |
| 14 | STIFEL FINANCIAL CORP | 32,481 | $4.0M | 0.0% | 0.9% | +107.2% |
| 15 | OSAIC HOLDINGS, INC. | 32,288 | $4.0M | 0.0% | 0.9% | +9.0% |
| 16 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 23,200 | $2.9M | 2.3% | 0.6% | +1.4% |
| 17 | Vantus Wealth LLCNEW | 20,319 | $2.5M | 1.4% | 0.6% | new |
| 18 | KWB Wealth | 20,296 | $2.5M | 0.2% | 0.6% | +4.1% |
| 19 | APPLETON PARTNERS INC/MA | 20,152 | $2.5M | 0.2% | 0.6% | -78.2% |
| 20 | Advyzon Investment Management, LLC | 20,052 | $2.5M | 0.2% | 0.6% | +8.6% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 19,903 | $2.5M | 0.0% | 0.6% | +11.3% |
| 22 | Dynamic Advisor Solutions LLC | 18,507 | $2.3M | 0.1% | 0.5% | -7.3% |
| 23 | Trilogy Capital Inc. | 17,932 | $2.2M | 0.1% | 0.5% | -0.5% |
| 24 | CITADEL ADVISORS LLC | 17,241 | $2.1M | 0.0% | 0.5% | +154.0% |
| 25 | Cassilly Financial Group LLC | 16,053 | $2.0M | 1.4% | 0.4% | +2.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.