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JPMorgan Diversified Return US Mid Cap Equity ETF

87 hedge funds and large institutions have $228M 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, 26 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
26
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
26
Apella Capital
Connecticut
$1.27M -$4.61K -44 -0.4%
GA
27
Goldstein Advisors
Wisconsin
$1.19M -$16.6K -160 -1%
FWA
28
FSM Wealth Advisors
Ohio
$1.14M +$281K +2,680 +33%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.13M +$111K +1,070 +11%
JSW
30
Journey Strategic Wealth
New Jersey
$1.11M +$34K +328 +3%
ACS
31
Archford Capital Strategies
Illinois
$1.11M
MML Investors Services
32
MML Investors Services
Massachusetts
$1.07M +$106K +1,020 +11%
RPSA
33
Richard P. Slaughter Associates
Texas
$1.01M -$290K -2,798 -22%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$937K -$4.67K -45 -0.5%
CL
35
Choreo LLC
Illinois
$849K
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$790K -$1.07M -10,361 -58%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$752K +$170K +1,639 +29%
NEWAS
38
N.E.W. Advisory Services
Wisconsin
$725K -$8.16M -78,683 -92%
Osaic Holdings
39
Osaic Holdings
Arizona
$722K -$281K -2,742 -28%
HI
40
Harbour Investments
Wisconsin
$700K +$3.32K +32 +0.5%
LWMI
41
Landmark Wealth Management (Illinois)
Illinois
$676K -$18.8K -181 -3%
CFG
42
Cosner Financial Group
Colorado
$643K -$2.49K -24 -0.4%
APA
43
Astoria Portfolio Advisors
New York
$551K +$1.06K +10 +0.2%
NA
44
Nottingham Advisors
New York
$542K -$10.4K -100 -2%
SWP
45
Stratos Wealth Partners
Ohio
$529K -$6.43K -62 -1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$513K -$77.8K -750 -13%
TFS
47
Thoroughbred Financial Services
Tennessee
$507K
Ameriprise
48
Ameriprise
Minnesota
$490K +$490K +4,723 New
FTS
49
Fifth Third Securities
Ohio
$476K +$14.2K +137 +3%
TCM
50
Traub Capital Management
Massachusetts
$430K +$430K +4,150 New