Who Owns JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME)? -- Institutional Holders (2026-06-30)
117 institutions reported holding $309.2M of JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($58.5M), HighTower Advisors, LLC ($44.3M), LPL Financial LLC ($32.5M), JONES FINANCIAL COMPANIES LLLP ($19.9M), Cambridge Investment Research Advisors, Inc. ($15.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $58.5M | 471,309 | Added |
| 2 | HighTower Advisors, LLC | $44.3M | 356,443 | Added |
| 3 | LPL Financial LLC | $32.5M | 261,929 | Added |
| 4 | JONES FINANCIAL COMPANIES LLLP | $19.9M | 159,646 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $15.5M | 124,896 | Added |
| 6 | Cerity Partners LLC | $10.9M | 87,670 | Trimmed |
| 7 | Kingsview Wealth Management, LLC | $9.4M | 75,738 | New |
| 8 | RAYMOND JAMES FINANCIAL INC | $9.2M | 74,404 | Added |
| 9 | RVW Wealth, LLC | $7.9M | 63,776 | Added |
| 10 | Manske Wealth Management | $7.9M | 63,388 | Added |
| 11 | Sanctuary Advisors, LLC | $6.9M | 55,464 | Added |
| 12 | 1900 WEALTH MANAGEMENT LLC | $5.8M | 46,317 | Trimmed |
| 13 | Royal Bank of Canada | $5.3M | 42,466 | Trimmed |
| 14 | BANK OF AMERICA CORP /DE/ | $4.4M | 35,326 | Added |
| 15 | STIFEL FINANCIAL CORP | $4.0M | 32,481 | Added |
| 16 | OSAIC HOLDINGS, INC. | $4.0M | 32,288 | Added |
| 17 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $2.9M | 23,200 | Added |
| 18 | Vantus Wealth LLC | $2.5M | 20,319 | Added |
| 19 | KWB Wealth | $2.5M | 20,296 | Added |
| 20 | APPLETON PARTNERS INC/MA | $2.5M | 20,152 | Trimmed |
| 21 | Advyzon Investment Management, LLC | $2.5M | 20,052 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 19,903 | Added |
| 23 | Dynamic Advisor Solutions LLC | $2.3M | 18,507 | Trimmed |
| 24 | Trilogy Capital Inc. | $2.2M | 17,932 | Trimmed |
| 25 | CITADEL ADVISORS LLC | $2.1M | 17,241 | Added |
Source: SEC Form 13F filings · as of 2026-06-30