JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
86 hedge funds and large institutions have $298M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 8 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 29
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0.75% less ownership
Funds ownership: 76.27% → 75.52% (-0.75%)
5% less capital invested
Capital invested by funds: $313M → $298M (-$14.5M)
2% less funds holding
Funds holding: 88 → 86 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$4.56M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$3.55M |
| 3 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$2.74M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.73M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$12.9M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$11.9M |
| 3 |
Goldman Sachs
New York
|
-$1.72M |
| 4 |
LPL Financial
San Diego,
California
|
-$802K |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$766K |
JPME Hedge Fund Activity: Q1 2025 in Review
86 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q1 2025, worth a combined $298M — down 4.6% from $313M a quarter earlier.
Fund positioning in JPME was balanced in Q1 2025: 8 funds opened new positions, 8 closed out, 33 added to existing stakes and 29 trimmed.
The largest buyer was N.E.W. Advisory Services, adding an estimated $4.56M. The largest seller was Teamwork Financial Advisors, cutting an estimated $12.9M.
- 86 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q1 2025, down from 88 in Q4 2024.
- Funds reported $298M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q1 2025, down 4.6% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q1 2025 and 8 closed out, a net change of 0 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q1 2025 was N.E.W. Advisory Services, an estimated $4.56M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q1 2025 was Teamwork Financial Advisors, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2025.