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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

Overview Fund Activity

75 hedge funds and large institutions have $305M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
29
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$58.7M
2
LPL Financial
2
LPL Financial
California
$24.5M
3
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$3.13M
4
Ameriprise
4
Ameriprise
Minnesota
$2.36M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$14.7M
2
Jane Street
2
Jane Street
New York
$230K
3
TC
3
Trilogy Capital
California
$11.6M
4
GM
4
GeoWealth Management
Illinois
$1.47M
5
1WM
5
1900 Wealth Management
Texas
$5.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.4M 15,230 +15,230 New
GCM
27
Gallacher Capital Management
Colorado
$1.37M 14,926 +291 +2%
KW
28
KWB Wealth
California
$1.35M 14,730 +14,730 New
PAG
29
Private Advisor Group
New Jersey
$1.31M 14,254 +1,504 +12%
SWP
30
Stratos Wealth Partners
Ohio
$1.29M 14,016 -1,259 -8%
AC
31
Apella Capital
Connecticut
$1.26M 13,932 -3,694 -21%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.23M 13,367 -3,953 -23%
RPSA
33
Richard P. Slaughter Associates
Texas
$1.19M 12,966 -2,166 -14%
EAM
34
Empirical Asset Management
Massachusetts
$1.13M 12,272 -187 -2%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.05M 11,450 -3,166 -22%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$978K 10,642 -10,839 -50%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$916K 9,966 +1,155 +13%
CL
38
Choreo LLC
Illinois
$912K 9,927 +28 +0.3%
AWS
39
Atria Wealth Solutions
New York
$906K 9,863 -500 -5%
MML Investors Services
40
MML Investors Services
Massachusetts
$725K 7,891 -1,921 -20%
Goldman Sachs
41
Goldman Sachs
New York
$688K 7,492 +7,492 New
TFS
42
Thoroughbred Financial Services
Tennessee
$636K 6,927 +111 +2%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$613K 6,676 +1,826 +38%
HI
44
Harbour Investments
Wisconsin
$606K 6,601 +197 +3%
CFG
45
Cosner Financial Group
Colorado
$592K 6,439 +6,439 New
AWC
46
Adamsbrown Wealth Consultants
Kansas
$567K 6,174 -7,697 -55%
Mariner
47
Mariner
Kansas
$544K 5,919 +5,919 New
CW
48
CIC Wealth
Maryland
$429K 4,667 +4,667 New
FTS
49
Fifth Third Securities
Ohio
$426K 4,636 +4,636 New
FWA
50
FSM Wealth Advisors
Ohio
$252K 2,746 +2,746 New
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