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JPMorgan Diversified Return US Mid Cap Equity ETF

87 hedge funds and large institutions have $228M 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, 26 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

21% less capital invested

Capital invested by funds: $289M → $228M (-$60.7M)

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36

Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$62.5M
2 -$15.2M
3 -$8.16M
4
Goldman Sachs
Goldman Sachs
New York
-$2.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Apella Capital
Connecticut
$1.27M
GA
27
Goldstein Advisors
Wisconsin
$1.19M
FWA
28
FSM Wealth Advisors
Ohio
$1.14M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.13M
JSW
30
Journey Strategic Wealth
New Jersey
$1.11M
ACS
31
Archford Capital Strategies
Illinois
$1.11M
MML Investors Services
32
MML Investors Services
Massachusetts
$1.07M
RPSA
33
Richard P. Slaughter Associates
Texas
$1.01M
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$937K
CL
35
Choreo LLC
Illinois
$849K
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$790K
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$752K
NEWAS
38
N.E.W. Advisory Services
Wisconsin
$725K
Osaic Holdings
39
Osaic Holdings
Arizona
$722K
HI
40
Harbour Investments
Wisconsin
$700K
LWMI
41
Landmark Wealth Management (Illinois)
Illinois
$676K
CFG
42
Cosner Financial Group
Colorado
$643K
APA
43
Astoria Portfolio Advisors
New York
$551K
NA
44
Nottingham Advisors
New York
$542K
SWP
45
Stratos Wealth Partners
Ohio
$529K
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$513K
TFS
47
Thoroughbred Financial Services
Tennessee
$507K
Ameriprise
48
Ameriprise
Minnesota
$490K
FTS
49
Fifth Third Securities
Ohio
$476K
TCM
50
Traub Capital Management
Massachusetts
$430K