JPMorgan Diversified Return US Mid Cap Equity
JPME • ARCA
JPMorgan Diversified Return US Mid Cap Equity is an exchange-traded fund on ARCA. As of Q3 2025, 86 institutional investors hold shares in this ETF, with total holdings valued at $212.5M. MORGAN STANLEY is the largest holder with a position valued at $47.6M.
Overview
Overview of institutional ownership in JPME as of Q3 2025
All Institutions
- Institutions
- 86
- Value Held
- $212.5M
- Shares Held
- 2.0M
- Avg Position
- $2.5M
- Median Position
- $406.6K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in JPME as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $47.6M 0.00% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $34.0M 0.04% of portfolio |
L LPL Financial LLC Institution | $24.6M 0.01% of portfolio |
D Dynamic Advisors Solutions LLC Institution | $16.9M 0.49% of portfolio |
 HPM Partners LLC RIA/Wealth | $10.7M 0.02% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $10.4M 0.01% of portfolio |
 RVW Wealth, LLC RIA/Wealth | $7.3M 0.57% of portfolio |
 Manske Wealth Management RIA/Wealth | $5.8M 1.79% of portfolio |
 MONTICELLO WEALTH MANAGEMENT, LLC RIA/Wealth | $5.2M 0.35% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $4.0M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for JPME in Q3 2025
- Traded
- +$3.2M
- Buyers
- 38
- Sellers
- 37
- Total Bought
- +$13.1M
- Total Sold
- −$9.9M
- Avg Position
- $2.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
J JONES FINANCIAL COMPANIES LLLP Institution | +$3.3M +30.5K shares |
HighTower Advisors, LLC RIA/Wealth | +$2.1M +19.0K shares |
 Empirical Asset Management, LLC RIA/Wealth | +$1.1M +9.9K shares |
MORGAN STANLEY RIA/Wealth | +$942.1K +8.7K shares |
 GOLDMAN SACHS GROUP INC Institution | +$819.8K +7.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$715.4K +6.6K shares |
D Dynamic Advisors Solutions LLC Institution | +$504.2K +4.6K shares |
 CoreCap Advisors, LLC RIA/Wealth | +$444.7K +4.1K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$371.4K +3.4K shares |
 COMPASS CAPITAL MANAGEMENT INC/ Long Only Manager | +$365.5K +3.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Change Path, LLC RIA/Wealth | −$5.7M −52.9K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$897.1K −8.3K shares |
N N.E.W. Advisory Services LLC RIA/Wealth | −$668.3K −6.2K shares |
 Astoria Portfolio Advisors LLC. Fund of Funds | −$550.6K −5.2K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$527.9K −4.9K shares |
L LPL Financial LLC Institution | −$322.3K −3.0K shares |
 Trilogy Capital Inc. RIA/Wealth | −$203.8K −1.9K shares |
 JOURNEY STRATEGIC WEALTH LLC RIA/Wealth | −$143.6K −1.3K shares |
HPM Partners LLC RIA/Wealth | −$134.7K −1.2K shares |
 Gallacher Capital Management LLC RIA/Wealth | −$121.7K −1.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited JPME in Q3 2025
- New Positions
- 8
- New Value
- $1.9M
- Exited Positions
- 6
- Exited Value
- $620.8K
New Positions
| Institution | Position Value |
|---|---|
COMPASS CAPITAL MANAGEMENT INC/ Long Only Manager | $365.5K 3.4K shares |
 Merit Financial Group, LLC RIA/Wealth | $307.5K 2.8K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $292.7K 2.7K shares |
 INTL FCSTONE INC. Institution | $264.9K 2.4K shares |
 Advyzon Investment Management, LLC RIA/Wealth | $229.1K 2.1K shares |
L LUTS & GREENLEIGH GROUP, INC Institution | $221.9K 2.0K shares |
C CARY STREET PARTNERS FINANCIAL LLC Institution | $219.9K 2.0K shares |
A Abich Financial Wealth Management LLC RIA/Wealth | $2.9K 27.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Astoria Portfolio Advisors LLC. Fund of Funds | $550.6K 5.2K shares |
 UBS Group AG Institution | $52.3K 504.0 shares |
T TOTAL INVESTMENT MANAGEMENT INC Institution | $13.3K 128.0 shares |
 Investors Research Corp RIA/Wealth | $3.7K 36.0 shares |
 Park Square Financial Group, LLC RIA/Wealth | $726.0 7.0 shares |
 Goss Wealth Management LLC RIA/Wealth | $207.0 2.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in JPME as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with JPME as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
M MAS Advisors LLC Insurance Manager | 3.75% $2.4M |
S STONEHAVEN WEALTH & TAX SOLUTIONS, LLC RIA/Wealth | 2.24% $2.4M |
Manske Wealth Management RIA/Wealth | 1.79% $5.8M |
 LWM Advisory Services, LLC RIA/Wealth | 1.06% $1.7M |
RVW Wealth, LLC RIA/Wealth | 0.57% $7.3M |
Gallacher Capital Management LLC RIA/Wealth | 0.52% $1.3M |
D Dynamic Advisors Solutions LLC Institution | 0.49% $16.9M |
MONTICELLO WEALTH MANAGEMENT, LLC RIA/Wealth | 0.35% $5.2M |
Empirical Asset Management, LLC RIA/Wealth | 0.30% $1.1M |
 LANDMARK WEALTH MANAGEMENT, INC. RIA/Wealth | 0.28% $706.8K |