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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.6M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$6.78M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.14M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$15.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.75M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$10.4M
2
CW
2
CreativeOne Wealth
Kansas
$7.52M
3
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$725K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$790K
Name Market Value Shares Shares
Change 		Shares
Change %
AC
26
Apella Capital
Connecticut
$1.27M 12,100 -44 -0.4%
GA
27
Goldstein Advisors
Wisconsin
$1.19M 11,442 -160 -1%
FWA
28
FSM Wealth Advisors
Ohio
$1.14M 10,851 +2,680 +33%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.13M 10,945 +1,070 +11%
JSW
30
Journey Strategic Wealth
New Jersey
$1.11M 10,729 +328 +3%
ACS
31
Archford Capital Strategies
Illinois
$1.11M 10,693 – –
MML Investors Services
32
MML Investors Services
Massachusetts
$1.07M 10,355 +1,020 +11%
RPSA
33
Richard P. Slaughter Associates
Texas
$1.01M 9,764 -2,798 -22%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$937K 9,039 -45 -0.5%
CL
35
Choreo LLC
Illinois
$849K 8,191 – –
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$790K 7,614 -10,361 -58%
NEWAS
37
N.E.W. Advisory Services
Wisconsin
$725K 6,993 -78,683 -92%
Osaic Holdings
38
Osaic Holdings
Arizona
$722K 7,044 -2,742 -28%
HI
39
Harbour Investments
Wisconsin
$700K 6,754 +32 +0.5%
LWMI
40
Landmark Wealth Management (Illinois)
Illinois
$676K 6,517 -181 -3%
CFG
41
Cosner Financial Group
Colorado
$643K 6,199 -24 -0.4%
APA
42
Astoria Portfolio Advisors
New York
$551K 5,189 +10 +0.2%
NA
43
Nottingham Advisors
New York
$542K 5,229 -100 -2%
SWP
44
Stratos Wealth Partners
Ohio
$529K 5,100 -62 -1%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$513K 4,948 -750 -13%
TFS
46
Thoroughbred Financial Services
Tennessee
$507K 4,889 – –
Ameriprise
47
Ameriprise
Minnesota
$490K 4,723 +4,723 New
FTS
48
Fifth Third Securities
Ohio
$476K 4,590 +137 +3%
TCM
49
Traub Capital Management
Massachusetts
$430K 4,150 +4,150 New
AWC
50
Adamsbrown Wealth Consultants
Kansas
$410K 3,955 +1 +0%
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