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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

Overview Fund Activity

66 hedge funds and large institutions have $252M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
31
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSW
1
Journey Strategic Wealth
New Jersey
$3.83M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$3.58M
3
LPL Financial
3
LPL Financial
California
$19.6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$23.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.9M

Top Sellers

1
AWC
1
Adamsbrown Wealth Consultants
Kansas
$1.16M
2
Cerity Partners
2
Cerity Partners
New York
$57.2M
3
CW
3
CreativeOne Wealth
Kansas
$20.6M
4
GM
4
GeoWealth Management
Illinois
$2.38M
5
LAS
5
LWM Advisory Services
Florida
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.38M 16,519 -126 -0.8%
LAS
27
LWM Advisory Services
Florida
$1.3M 15,521 -22,641 -59%
SWP
28
Stratos Wealth Partners
Ohio
$1.28M 15,275 +309 +2%
RPSA
29
Richard P. Slaughter Associates
Texas
$1.27M 15,132 -1,887 -11%
GCM
30
Gallacher Capital Management
Colorado
$1.22M 14,635 -756 -5%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.22M 14,616 +7,810 +115%
NEWAS
32
N.E.W. Advisory Services
Wisconsin
$1.21M 14,508 +14,508 New
AWC
33
Adamsbrown Wealth Consultants
Kansas
$1.16M 13,871 -110,853 -89%
PAG
34
Private Advisor Group
New Jersey
$1.07M 12,750 +737 +6%
EAM
35
Empirical Asset Management
Massachusetts
$1.04M 12,459 -142 -1%
AWS
36
Atria Wealth Solutions
New York
$867K 10,363 +315 +3%
CL
37
Choreo LLC
Illinois
$828K 9,899 -1,194 -11%
MML Investors Services
38
MML Investors Services
Massachusetts
$821K 9,812 +1,126 +13%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$737K 8,811 +1,331 +18%
Ameriprise
40
Ameriprise
Minnesota
$668K 7,982 -17,697 -69%
TFS
41
Thoroughbred Financial Services
Tennessee
$570K 6,816 +151 +2%
HI
42
Harbour Investments
Wisconsin
$536K 6,404 +6,285 +5,282%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$406K 4,850 +525 +12%
RJA
44
Raymond James & Associates
Florida
$322K 3,845 +840 +28%
FTUS
45
Flow Traders U.S.
New York
$260K 3,103 -1,387 -31%
GRP
46
Global Retirement Partners
California
$230K 2,805 +2,699 +2,546%
SWM
47
Sanctuary Wealth Management
Idaho
$157K 1,876 +1,320 +237%
IA
48
IFP Advisors
Florida
$141K 1,683 +7 +0.4%
Wells Fargo
49
Wells Fargo
California
$120K 1,438 -112 -7%
MPCG
50
Matrix Private Capital Group
New York
$120K 1,434 – –
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