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JPMorgan Diversified Return US Mid Cap Equity ETF

110 hedge funds and large institutions have $269M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

8% more funds holding

Funds holding: 102110 (+8)

1% more capital invested

Capital invested by funds: $267M → $269M (+$2.35M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

2.46% less ownership

Funds ownership: 69.74%67.27% (-2.5%)

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
34
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.8M -$771K -6,711 -30%
CFG
27
Cassilly Financial Group
Maryland
$1.79M +$33.6K +292 +2%
EAM
28
Empirical Asset Management
Massachusetts
$1.7M -$148K -1,290 -8%
AC
29
Apella Capital
Connecticut
$1.4M -$33.9K -295 -2%
GCM
30
Gallacher Capital Management
Colorado
$1.39M -$138K -1,199 -9%
KAS
31
Kestra Advisory Services
Texas
$1.32M -$118K -1,027 -8%
JSW
32
Journey Strategic Wealth
New Jersey
$1.3M +$13K +113 +1%
ACS
33
Archford Capital Strategies
Illinois
$1.22M
GA
34
Goldstein Advisors
Wisconsin
$1.22M +$9.43K +82 +0.8%
LAS
35
LWM Advisory Services
Florida
$1.2M -$648K -5,636 -35%
FWA
36
FSM Wealth Advisors
Ohio
$1.16M +$10.6K +92 +0.9%
HI
37
Harbour Investments
Wisconsin
$1.15M +$343K +2,985 +43%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$109K +951 +11%
RPSA
39
Richard P. Slaughter Associates
Texas
$1.05M -$11.6K -101 -1%
Goldman Sachs
40
Goldman Sachs
New York
$985K +$989K +8,600 New
CL
41
Choreo LLC
Illinois
$938K
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$858K +$153K +1,330 +22%
JP Morgan Chase
43
JP Morgan Chase
New York
$813K -$16.7K -145 -2%
Ameriprise
44
Ameriprise
Minnesota
$794K +$486K +4,224 +160%
Citadel Advisors
45
Citadel Advisors
Florida
$777K -$869K -7,561 -53%
LWMI
46
Landmark Wealth Management (Illinois)
Illinois
$746K
BPW
47
BlueDoor Private Wealth
Massachusetts
$697K -$26.7K -232 -4%
CFG
48
Cosner Financial Group
Colorado
$688K -$23.5K -204 -3%
CCM
49
Compass Capital Management
Minnesota
$609K
CL
50
CPWA LLC
Oregon
$595K +$565K +4,918 New

JPME Hedge Fund Activity: Q1 2026 in Review

110 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q1 2026, worth a combined $269M — up 0.88% from $267M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JPME positions and 6 closed out — a net gain of 11 holders — while 34 added to existing stakes and 35 trimmed.

The largest buyer was Equitable Holdings, opening a new position worth an estimated $2.77M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $15.4M.

  • 110 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q1 2026, up from 102 in Q4 2025.
  • Funds reported $269M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q1 2026, up 0.88% quarter-over-quarter.
  • 17 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q1 2026 and 6 closed out, a net change of +11 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q1 2026 was Equitable Holdings, an estimated $2.77M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q1 2026 was Dynamic Advisor Solutions, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2026.