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JPMorgan Diversified Return US Mid Cap Equity ETF

102 hedge funds and large institutions have $267M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 27

10% more funds holding

Funds holding: 93102 (+9)

7% more capital invested

Capital invested by funds: $251M → $267M (+$16.5M)

5.84% more ownership

Funds ownership: 63.9%69.74% (+5.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
40
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VW
26
Vantus Wealth
Pennsylvania
$1.7M +$1.7M +15,685 New
AIM
27
Advyzon Investment Management
Illinois
$1.67M +$1.43M +13,262 +628%
CFG
28
Cassilly Financial Group
Maryland
$1.67M +$1.66M +15,335 New
Citadel Advisors
29
Citadel Advisors
Florida
$1.56M +$1.55M +14,349 New
GCM
30
Gallacher Capital Management
Colorado
$1.45M +$133K +1,228 +10%
KAS
31
Kestra Advisory Services
Texas
$1.37M -$282K -2,606 -17%
AC
32
Apella Capital
Connecticut
$1.29M -$20.9K -193 -2%
JSW
33
Journey Strategic Wealth
New Jersey
$1.22M +$198K +1,835 +20%
ACS
34
Archford Capital Strategies
Illinois
$1.16M
GA
35
Goldstein Advisors
Wisconsin
$1.15M -$51.7K -478 -4%
FWA
36
FSM Wealth Advisors
Ohio
$1.09M -$53.7K -497 -5%
RPSA
37
Richard P. Slaughter Associates
Texas
$1.01M -$25.4K -235 -2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$966K +$6.05K +56 +0.6%
CL
39
Choreo LLC
Illinois
$898K
NEWAS
40
N.E.W. Advisory Services
Wisconsin
$838K +$744K +6,878 +826%
JP Morgan Chase
41
JP Morgan Chase
New York
$801K -$16.4K -152 -2%
HI
42
Harbour Investments
Wisconsin
$763K +$8.76K +81 +1%
Two Sigma Investments
43
Two Sigma Investments
New York
$761K +$757K +7,000 New
LWMI
44
Landmark Wealth Management (Illinois)
Illinois
$708K
BPW
45
BlueDoor Private Wealth
Massachusetts
$686K +$683K +6,316 New
CFG
46
Cosner Financial Group
Colorado
$675K +$973 +9 +0.1%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$670K +$77.9K +721 +13%
CCM
48
Compass Capital Management
Minnesota
$578K +$211K +1,950 +58%
CA
49
CoreCap Advisors
Michigan
$572K +$125K +1,159 +28%
NA
50
Nottingham Advisors
New York
$532K -$36K -333 -6%

JPME Hedge Fund Activity: Q4 2025 in Review

102 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2025, worth a combined $267M — up 6.6% from $251M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPME positions and 8 closed out — a net gain of 12 holders — while 40 added to existing stakes and 27 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $2.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $820K sold.

  • 102 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2025, up from 93 in Q3 2025.
  • Funds reported $267M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2025, up 6.6% quarter-over-quarter.
  • 20 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2025 and 8 closed out, a net change of +12 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2025 was HighTower Advisors, an estimated $2.7M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2025 was Goldman Sachs, an estimated $820K sold.

Based on aggregated 13F filings for Q4 2025.