Explore more topics
Public ownership evidence

JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) Ownership Disclosures

Read JPME insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-292,212$222,466None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-261,948$211,670None
Layline Advisors, LLC2026-06-302026-08-212,154$267,550None
Kingsview Wealth Management, LLC2026-06-302026-08-2057,272$7,114,013None
Kingsview Wealth Management, LLC2026-06-302026-08-2018,466$2,293,745None
Modern Wealth Management, LLC2026-06-302026-08-157,123$884,780None
Advyzon Investment Management, LLC2026-06-302026-08-1520,052$2,490,749None
OSAIC HOLDINGS, INC.2026-06-302026-08-1550$6,211None
OSAIC HOLDINGS, INC.2026-06-302026-08-1532,238$4,007,227None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-152,187$271,657None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15107$13,167None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15159,646$19,912,640None
AMERIPRISE FINANCIAL INC2026-06-302026-08-159,150$1,136,504None
Cerity Partners LLC2026-06-302026-08-155,430$674,423None
Cerity Partners LLC2026-06-302026-08-153,823$474,883None
Cerity Partners LLC2026-06-302026-08-1578,417$9,740,582None
ROYAL BANK OF CANADA2026-06-302026-08-1542,466$5,275,000None
CITADEL ADVISORS LLC2026-06-302026-08-1517,241$2,141,582None
Coppell Advisory Solutions LLC2026-06-302026-08-1525$649,444None
NATIXIS ADVISORS, LLC2026-06-302026-08-1514,785$1,836,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1539,673$4,927,962None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1534,731$4,314,094None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1550$6,206None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1523,500$2,919,053None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1511,826$1,468,955None
McLaughlin Asset Management, Inc.2026-06-302026-08-143,895$483,837None
Curry Webb Wealth Management LLC2026-06-302026-08-141,994$247,684None
Sanctuary Advisors, LLC2026-06-302026-08-1455,464$6,889,382None
CreativeOne Wealth, LLC2026-06-302026-08-145,544$688,619None
CreativeOne Wealth, LLC2026-06-302026-08-148,757$1,087,791None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14571$70,926None
UBS Group AG2026-06-302026-08-1450$6,211None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-141$124None
VANGUARD ADVISERS INC2026-06-302026-08-1489$11,055None
MORGAN STANLEY2026-06-302026-08-1412$1,614None
MORGAN STANLEY2026-06-302026-08-14470,610$58,456,606None
MORGAN STANLEY2026-06-302026-08-14687$85,449None
FMR LLC2026-06-302026-08-141,576$195,803None
Smartleaf Asset Management LLC2026-06-302026-08-13129$16,110None
Cetera Investment Advisers2026-06-302026-08-137,474$928,369None
MCF Advisors LLC2026-06-302026-08-1326$3,230None
Summit Financial, LLC2026-06-302026-08-133,946$490,150None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1314,521$1,803,714None
BROWN BROTHERS HARRIMAN & CO2026-06-302026-08-13915$113,656None
StoneX Group Inc.2026-06-302026-08-131,625$201,563None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1310,423$1,294,633None
STIFEL FINANCIAL CORP2026-06-302026-08-1332,481$4,034,615None
US BANCORP \DE\2026-06-302026-08-131,035$128,562None
JPMORGAN CHASE & CO2026-06-302026-08-1333$4,121None
JPMORGAN CHASE & CO2026-06-302026-08-131,802$225,034None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Layline Advisors, LLC ↗Kingsview Wealth Management, LLC ↗Kingsview Wealth Management, LLC ↗Modern Wealth Management, LLC ↗Advyzon Investment Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.