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JPMorgan Diversified Return US Mid Cap Equity ETF

86 hedge funds and large institutions have $227M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
25
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.6M 429,945 +148,136 +53%
HighTower Advisors
2
HighTower Advisors
Illinois
$30.6M 294,604 -4,930 -2%
LPL Financial
3
LPL Financial
California
$23.9M 230,072 +7,781 +4%
DAS
4
Dynamic Advisor Solutions
Arizona
$15.7M 150,959 +11,267 +8%
Cerity Partners
5
Cerity Partners
New York
$10.4M 100,162 -602,494 -86%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$9.73M 93,781 +7,342 +8%
AP
7
Appleton Partners
Massachusetts
$9.18M 88,477 +790 +0.9%
CW
8
CreativeOne Wealth
Kansas
$7.52M 72,513 -146,560 -67%
RW
9
RVW Wealth
California
$7.07M 68,206 -994 -1%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$6.78M 65,542 +22,216 +51%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.14M 59,164 +14,094 +31%
1WM
12
1900 Wealth Management
Texas
$4.93M 47,540 -1,560 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.75M 36,200 +8,621 +31%
Bank of America
14
Bank of America
North Carolina
$3.11M 29,977 -387 -1%
GLA
15
Good Life Advisors
Pennsylvania
$2.85M 27,463 +917 +3%
TC
16
Trilogy Capital
California
$2.35M 22,674 -5,316 -19%
SWTS
17
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.31M 22,270 +1,116 +5%
MA
18
MAS Advisors
Florida
$2.26M 21,838 -3,465 -14%
Stifel Financial
19
Stifel Financial
Missouri
$2.11M 20,327 +1,564 +8%
KAS
20
Kestra Advisory Services
Texas
$2.08M 20,060 -5,537 -22%
PAG
21
Private Advisor Group
New Jersey
$1.97M 19,003 +1,872 +11%
KW
22
KWB Wealth
California
$1.81M 17,998 +597 +3%
Raymond James Financial
23
Raymond James Financial
Florida
$1.61M 15,531 -776 -5%
LAS
24
LWM Advisory Services
Florida
$1.56M 15,077 -23 -0.2%
GCM
25
Gallacher Capital Management
Colorado
$1.37M 13,226 -81 -0.6%