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JPMorgan Diversified Return US Mid Cap Equity ETF

89 hedge funds and large institutions have $239M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

20% less capital invested

Capital invested by funds: $298M → $239M (-$59.3M)

Holders
89
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$62.5M
2 -$15.2M
3 -$8.16M
4
Goldman Sachs
Goldman Sachs
New York
-$2.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
26
LWM Advisory Services
Florida
$1.56M
GCM
27
Gallacher Capital Management
Colorado
$1.37M
AC
28
Apella Capital
Connecticut
$1.27M
Osaic Holdings
29
Osaic Holdings
Arizona
$1.24M
GA
30
Goldstein Advisors
Wisconsin
$1.19M
FWA
31
FSM Wealth Advisors
Ohio
$1.14M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.13M
JSW
33
Journey Strategic Wealth
New Jersey
$1.11M
ACS
34
Archford Capital Strategies
Illinois
$1.11M
MML Investors Services
35
MML Investors Services
Massachusetts
$1.07M
RPSA
36
Richard P. Slaughter Associates
Texas
$1.01M
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$937K
CL
38
Choreo LLC
Illinois
$849K
JP Morgan Chase
39
JP Morgan Chase
New York
$790K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$752K
NEWAS
41
N.E.W. Advisory Services
Wisconsin
$725K
HI
42
Harbour Investments
Wisconsin
$700K
LWMI
43
Landmark Wealth Management (Illinois)
Illinois
$676K
CFG
44
Cosner Financial Group
Colorado
$643K
APA
45
Astoria Portfolio Advisors
New York
$551K
NA
46
Nottingham Advisors
New York
$542K
SWP
47
Stratos Wealth Partners
Ohio
$529K
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$513K
TFS
49
Thoroughbred Financial Services
Tennessee
$507K
Ameriprise
50
Ameriprise
Minnesota
$490K