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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

82 hedge funds and large institutions have $319M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $279M → $319M (+$39.6M)

5% more funds holding

Funds holding: 78 → 82 (+4)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0.65% more ownership

Funds ownership: 76.23% → 76.88% (+0.65%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
31
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
Teamwork Financial Advisors
Texas
+$11.4M
2
Goldman Sachs
Goldman Sachs
New York
+$7.28M
3
CW
CreativeOne Wealth
Kansas
+$5.3M
4
DAS
Dynamic Advisor Solutions
Arizona
+$2.52M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.42M

Top Sellers

1
GA
Goldstein Advisors
Wisconsin
-$22.2M
2
Jane Street
Jane Street
New York
-$944K
3
EAM
Empirical Asset Management
Massachusetts
-$712K
4
Morgan Stanley
Morgan Stanley
New York
-$504K
5
Citadel Advisors
Citadel Advisors
Florida
-$502K
Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
26
LWM Advisory Services
Florida
$1.48M -$187K -1,872 -12%
KW
27
KWB Wealth
California
$1.48M +$126K +1,263 +9%
GCM
28
Gallacher Capital Management
Colorado
$1.44M -$12.3K -123 -0.9%
AC
29
Apella Capital
Connecticut
$1.41M -$2.3K -23 -0.2%
RPSA
30
Richard P. Slaughter Associates
Texas
$1.39M +$77.3K +773 +6%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$1.36M +$738K +7,379 +132%
GA
32
Goldstein Advisors
Wisconsin
$1.25M -$22.2M -221,866 -95%
GM
33
GeoWealth Management
Illinois
$1.23M +$697K +6,972 +146%
Stifel Financial
34
Stifel Financial
Missouri
$1.05M +$137K +1,368 +16%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$21.2K -212 -2%
AWS
36
Atria Wealth Solutions
New York
$1.01M -$6.7K -67 -0.7%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.01M -$264K -2,636 -22%
SWP
38
Stratos Wealth Partners
Ohio
$998K -$5.8K -58 -0.6%
CL
39
Choreo LLC
Illinois
$931K – – –
JSW
40
Journey Strategic Wealth
New Jersey
$926K +$111K +1,107 +14%
MML Investors Services
41
MML Investors Services
Massachusetts
$822K -$20.2K -202 -3%
Jane Street
42
Jane Street
New York
$819K -$944K -9,432 -55%
TFS
43
Thoroughbred Financial Services
Tennessee
$760K +$34.1K +341 +5%
LWMI
44
Landmark Wealth Management (Illinois)
Illinois
$735K -$19.9K -199 -3%
HI
45
Harbour Investments
Wisconsin
$703K +$69.9K +699 +12%
ZF
46
Zega Financial
Florida
$660K +$628K +6,280 New
CFG
47
Cosner Financial Group
Colorado
$658K +$100 +1 +0%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$652K +$129K +1,294 +26%
Osaic Holdings
49
Osaic Holdings
Arizona
$642K +$240K +2,402 +65%
NA
50
Nottingham Advisors
New York
$578K +$551K +5,505 New
1
2
3 4

JPME Hedge Fund Activity: Q3 2024 in Review

82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2024, worth a combined $319M — up 14% from $279M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPME positions and 4 closed out — a net gain of 5 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Teamwork Financial Advisors, adding an estimated $11.4M. The largest seller was Goldstein Advisors, cutting an estimated $22.2M.

  • 82 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2024, up from 78 in Q2 2024.
  • Funds reported $319M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2024 and 4 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2024 was Teamwork Financial Advisors, an estimated $11.4M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2024 was Goldstein Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2024.