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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

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more funds holding

Funds holding: 8689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7.69% less ownership

Funds ownership: 75.52%67.82% (-7.7%)

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
+3
Holders Change %
+3.49%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
29
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
26
LWM Advisory Services
Florida
$1.56M -$2.29K -23 -0.2%
GCM
27
Gallacher Capital Management
Colorado
$1.37M -$8.08K -81 -0.6%
AC
28
Apella Capital
Connecticut
$1.27M -$4.39K -44 -0.4%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.24M +$220K +2,204 +23%
GA
30
Goldstein Advisors
Wisconsin
$1.19M -$16K -160 -1%
FWA
31
FSM Wealth Advisors
Ohio
$1.14M +$267K +2,680 +33%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.13M +$107K +1,070 +11%
JSW
33
Journey Strategic Wealth
New Jersey
$1.11M +$32.7K +328 +3%
ACS
34
Archford Capital Strategies
Illinois
$1.11M
MML Investors Services
35
MML Investors Services
Massachusetts
$1.07M +$102K +1,020 +11%
RPSA
36
Richard P. Slaughter Associates
Texas
$1.01M -$279K -2,798 -22%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$937K -$4.49K -45 -0.5%
CL
38
Choreo LLC
Illinois
$849K
JP Morgan Chase
39
JP Morgan Chase
New York
$790K -$1.03M -10,361 -58%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$752K +$163K +1,639 +29%
NEWAS
41
N.E.W. Advisory Services
Wisconsin
$725K -$7.85M -78,683 -92%
HI
42
Harbour Investments
Wisconsin
$700K +$3.19K +32 +0.5%
LWMI
43
Landmark Wealth Management (Illinois)
Illinois
$676K -$18.1K -181 -3%
CFG
44
Cosner Financial Group
Colorado
$643K -$2.39K -24 -0.4%
APA
45
Astoria Portfolio Advisors
New York
$551K +$997 +10 +0.2%
NA
46
Nottingham Advisors
New York
$542K -$9.97K -100 -2%
SWP
47
Stratos Wealth Partners
Ohio
$529K -$6.18K -62 -1%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$513K -$74.8K -750 -13%
TFS
49
Thoroughbred Financial Services
Tennessee
$507K
Ameriprise
50
Ameriprise
Minnesota
$490K +$471K +4,723 New

JPME Hedge Fund Activity: Q2 2025 in Review

89 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2025, worth a combined $239M — down 20% from $298M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPME positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Cerity Partners, cutting an estimated $60.1M.

  • 89 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2025, up from 86 in Q1 2025.
  • Funds reported $239M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2025, down 20% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2025 was Morgan Stanley, an estimated $14.8M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2025 was Cerity Partners, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2025.