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JPMorgan Diversified Return US Mid Cap Equity ETF

92 hedge funds and large institutions have $243M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 7 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

4.43% less ownership

Funds ownership: 66.48%62.05% (-4.4%)

24% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 34

Holders
92
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
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
26
Gallacher Capital Management
Colorado
$1.31M
AC
27
Apella Capital
Connecticut
$1.29M
GA
28
Goldstein Advisors
Wisconsin
$1.2M
ACS
29
Archford Capital Strategies
Illinois
$1.16M
FWA
30
FSM Wealth Advisors
Ohio
$1.14M
EAM
31
Empirical Asset Management
Massachusetts
$1.07M
RPSA
32
Richard P. Slaughter Associates
Texas
$1.03M
JSW
33
Journey Strategic Wealth
New Jersey
$1.02M
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$958K
CL
35
Choreo LLC
Illinois
$888K
Goldman Sachs
36
Goldman Sachs
New York
$820K
JP Morgan Chase
37
JP Morgan Chase
New York
$816K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$779K
HI
39
Harbour Investments
Wisconsin
$752K
LWMI
40
Landmark Wealth Management (Illinois)
Illinois
$707K
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$590K
NA
42
Nottingham Advisors
New York
$567K
TFS
43
Thoroughbred Financial Services
Tennessee
$530K
SWP
44
Stratos Wealth Partners
Ohio
$483K
FTS
45
Fifth Third Securities
Ohio
$480K
Ameriprise
46
Ameriprise
Minnesota
$457K
TCM
47
Traub Capital Management
Massachusetts
$450K
CA
48
CoreCap Advisors
Michigan
$445K
AWC
49
Adamsbrown Wealth Consultants
Kansas
$424K
KPWS
50
Kestra Private Wealth Services
Texas
$389K