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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

Overview Fund Activity

61 hedge funds and large institutions have $285M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
23
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$70.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$27M
3
AWC
3
Adamsbrown Wealth Consultants
Kansas
$11M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$23.6M
5
SWP
5
Stratos Wealth Partners
Ohio
$1.32M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$5.18M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$660K
3
AWM
3
AE Wealth Management
Kansas
$0
4
KAS
4
Kestra Advisory Services
Texas
$1.15M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
26
Gallacher Capital Management
Colorado
$1.36M 15,391 +386 +3%
SWP
27
Stratos Wealth Partners
Ohio
$1.32M 14,966 +9,542 +176%
Jane Street
28
Jane Street
New York
$1.2M 13,623 +2,530 +23%
KAS
29
Kestra Advisory Services
Texas
$1.15M 13,052 -13,039 -50%
EAM
30
Empirical Asset Management
Massachusetts
$1.11M 12,601 +545 +5%
PAG
31
Private Advisor Group
New Jersey
$1.09M 12,013 +1,613 +16%
CL
32
Choreo LLC
Illinois
$979K 11,093 -12,939 -54%
AWS
33
Atria Wealth Solutions
New York
$887K 10,048 +155 +2%
MML Investors Services
34
MML Investors Services
Massachusetts
$767K 8,686 +3,678 +73%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$660K 7,480 -42,967 -85%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$608K 6,884 +456 +7%
DAS
37
Dynamic Advisor Solutions
Arizona
$603K 6,825 -5,123 -43%
Osaic Holdings
38
Osaic Holdings
Arizona
$601K 6,806 +372 +6%
TFS
39
Thoroughbred Financial Services
Tennessee
$588K 6,665 +1 +0%
FTUS
40
Flow Traders U.S.
New York
$396K 4,490 +4,490 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$382K 4,325 -339 -7%
RJA
42
Raymond James & Associates
Florida
$265K 3,005 +3,005 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$225K 2,549 -547 -18%
UBS Group
44
UBS Group
Switzerland
$168K 1,900 +1,672 +733%
IA
45
IFP Advisors
Florida
$148K 1,676 +19 +1%
Wells Fargo
46
Wells Fargo
California
$137K 1,550 +1,550 New
MPCG
47
Matrix Private Capital Group
New York
$127K 1,434 – –
HS
48
Horan Securities
United States
$114K 1,295 +4 +0.3%
AWM
49
Aspire Wealth Management
Massachusetts
$98.2K 1,112 +1,112 New
APC
50
Aspire Private Capital
North Carolina
$85.5K 968 +2 +0.2%
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