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JPMorgan Diversified Return US Mid Cap Equity ETF

88 hedge funds and large institutions have $313M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

7% more funds holding

Funds holding: 8288 (+6)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0.61% less ownership

Funds ownership: 76.88%76.27% (-0.61%)

2% less capital invested

Capital invested by funds: $319M → $313M (-$6.17M)

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
31
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.7M +$114K +1,075 +7%
Raymond James Financial
27
Raymond James Financial
Florida
$1.68M +$1.74M +16,409 New
LAS
28
LWM Advisory Services
Florida
$1.59M +$148K +1,400 +10%
RPSA
29
Richard P. Slaughter Associates
Texas
$1.4M +$54.6K +515 +4%
GCM
30
Gallacher Capital Management
Colorado
$1.37M -$38.1K -359 -3%
AC
31
Apella Capital
Connecticut
$1.27M -$111K -1,043 -8%
Stifel Financial
32
Stifel Financial
Missouri
$1.21M +$193K +1,820 +18%
GA
33
Goldstein Advisors
Wisconsin
$1.18M -$45.1K -425 -4%
GM
34
GeoWealth Management
Illinois
$1.15M -$59.2K -558 -5%
JSW
35
Journey Strategic Wealth
New Jersey
$1.04M +$141K +1,325 +15%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$998K +$17.3K +163 +2%
AWS
37
Atria Wealth Solutions
New York
$983K +$1.38K +13 +0.1%
SWP
38
Stratos Wealth Partners
Ohio
$971K -$2.12K -20 -0.2%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$956K -$65K -613 -6%
Osaic Holdings
40
Osaic Holdings
Arizona
$907K +$290K +2,738 +45%
GWP
41
Gateway Wealth Partners
Wisconsin
$879K -$4.15M -39,129 -82%
CL
42
Choreo LLC
Illinois
$839K -$74.9K -706 -8%
MML Investors Services
43
MML Investors Services
Massachusetts
$820K +$18.3K +173 +2%
TFS
44
Thoroughbred Financial Services
Tennessee
$748K +$7.53K +71 +1%
HI
45
Harbour Investments
Wisconsin
$703K +$18.5K +174 +3%
LWMI
46
Landmark Wealth Management (Illinois)
Illinois
$686K -$31.6K -298 -4%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$657K -$824K -7,773 -55%
CFG
48
Cosner Financial Group
Colorado
$646K +$3.61K +34 +0.5%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$638K +$1.59K +15 +0.2%
NA
50
Nottingham Advisors
New York
$564K