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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

78 hedge funds and large institutions have $279M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0.01% more ownership

Funds ownership: 76.22% → 76.23% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 79 → 78 (-1)

5% less capital invested

Capital invested by funds: $295M → $279M (-$15.2M)

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
30
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$2.68M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.15M
3
Cerity Partners
Cerity Partners
New York
+$936K
4
GWP
Gateway Wealth Partners
Wisconsin
+$904K
5
LWMI
Landmark Wealth Management (Illinois)
Illinois
+$691K

Top Sellers

1
CW
CreativeOne Wealth
Kansas
-$4.81M
2
Morgan Stanley
Morgan Stanley
New York
-$3.48M
3
LPL Financial
LPL Financial
California
-$3.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.52M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
26
Gallacher Capital Management
Colorado
$1.32M -$28.6K -298 -2%
AC
27
Apella Capital
Connecticut
$1.27M -$40.4K -421 -3%
RPSA
28
Richard P. Slaughter Associates
Texas
$1.18M -$22.3K -232 -2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.16M +$7.3K +76 +0.6%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.01M +$358K +3,732 +55%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$966K -$3.07K -32 -0.3%
AWS
32
Atria Wealth Solutions
New York
$919K +$1.82K +19 +0.2%
SWP
33
Stratos Wealth Partners
Ohio
$910K -$45.6K -475 -5%
CL
34
Choreo LLC
Illinois
$841K -$98.9K -1,030 -10%
Stifel Financial
35
Stifel Financial
Missouri
$822K +$329K +3,423 +66%
MML Investors Services
36
MML Investors Services
Massachusetts
$764K +$66.8K +696 +9%
JSW
37
Journey Strategic Wealth
New Jersey
$733K +$127K +1,322 +21%
EAM
38
Empirical Asset Management
Massachusetts
$712K -$389K -4,049 -35%
LWMI
39
Landmark Wealth Management (Illinois)
Illinois
$685K +$691K +7,195 New
TFS
40
Thoroughbred Financial Services
Tennessee
$656K +$11.3K +118 +2%
CFG
41
Cosner Financial Group
Colorado
$596K -$18.1K -189 -3%
EWA
42
EverSource Wealth Advisors
Alabama
$590K +$388K +4,046 +225%
HI
43
Harbour Investments
Wisconsin
$570K -$9.6K -100 -2%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$533K +$538K +5,603 New
Citadel Advisors
45
Citadel Advisors
Florida
$502K +$507K +5,276 New
AWC
46
Adamsbrown Wealth Consultants
Kansas
$497K -$47.1K -491 -9%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$468K +$31.8K +331 +7%
GM
48
GeoWealth Management
Illinois
$455K -$802K -8,349 -64%
FTS
49
Fifth Third Securities
Ohio
$440K -$6.34K -66 -1%
TFA
50
Teamwork Financial Advisors
Texas
$434K +$438K +4,561 New
1
2
3 4

JPME Hedge Fund Activity: Q2 2024 in Review

78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2024, worth a combined $279M — down 5.2% from $295M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPME positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Trilogy Capital, adding an estimated $2.68M. The largest seller was CreativeOne Wealth, cutting an estimated $4.81M.

  • 78 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2024, down from 79 in Q1 2024.
  • Funds reported $279M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2024 and 7 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2024 was Trilogy Capital, an estimated $2.68M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2024 was CreativeOne Wealth, an estimated $4.81M sold.

Based on aggregated 13F filings for Q2 2024.