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JPMorgan Diversified Return US Mid Cap Equity ETF

86 hedge funds and large institutions have $227M 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, 25 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
25
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KPWS
51
Kestra Private Wealth Services
Texas
$377K 3,633 -198 -5%
GM
52
GeoWealth Management
Illinois
$341K 3,291 -491 -13%
EWA
53
EverSource Wealth Advisors
Alabama
$267K 2,576 -176 -6%
PA
54
PFG Advisors
Arizona
$267K 2,576 -139 -5%
PS
55
Principal Securities
Iowa
$155K 1,490 -303 -17%
SPIA
56
Steward Partners Investment Advisory
New York
$114K 1,095 +57 +5%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$99.2K 957 +17 +2%
AFG
58
Albion Financial Group
Utah
$97.1K 936 -674 -42%
BBHC
59
Brown Brothers Harriman & Co
New York
$94.9K 915 +915 New
GRP
60
Global Retirement Partners
California
$93.9K 905 +905 New
AWM
61
AE Wealth Management
Kansas
$89.6K 864 -2 -0.2%
PTC
62
Private Trust Company
Ohio
$55.1K 531 -81 -13%
UBS Group
63
UBS Group
Switzerland
$52.3K 504 +504 New
Citigroup
64
Citigroup
New York
$48.7K 470 -35 -7%
IA
65
IFP Advisors
Florida
$32.8K 317 +2 +0.6%
AAS
66
Ameritas Advisory Services
Nebraska
$31.4K 302 +302 New
Comerica Bank
67
Comerica Bank
Texas
$29.7K 286 +286 New
MCM
68
MAI Capital Management
Ohio
$28.5K 275 -41 -13%
ADL
69
Asset Dedication LLC
California
$24.3K 234
CA
70
Clearstead Advisors
Ohio
$23.7K 229 +229 New
SAM
71
Smartleaf Asset Management
Massachusetts
$17.5K 169 -22 -12%
TPW
72
Talon Private Wealth
Florida
$14.1K 136 +136 New
TIM
73
Total Investment Management
Arizona
$13.3K 128 +128 New
TFG
74
Team Financial Group
California
$11.8K 114 +114 New
RA
75
Rise Advisors
New York
$9.89K 95