JPME icon

JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

Overview Fund Activity

66 hedge funds and large institutions have $252M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
31
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSW
1
Journey Strategic Wealth
New Jersey
$3.83M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$3.58M
3
LPL Financial
3
LPL Financial
California
$19.6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$23.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.9M

Top Sellers

1
AWC
1
Adamsbrown Wealth Consultants
Kansas
$1.16M
2
Cerity Partners
2
Cerity Partners
New York
$57.2M
3
CW
3
CreativeOne Wealth
Kansas
$20.6M
4
GM
4
GeoWealth Management
Illinois
$2.38M
5
LAS
5
LWM Advisory Services
Florida
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Aspire Wealth Management
Massachusetts
$94.6K 1,131 +19 +2%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$50.6K 605 +7 +1%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$42.2K 505 – –
Citigroup
54
Citigroup
New York
$29.7K 355 +100 +39%
APC
55
Aspire Private Capital
North Carolina
$25K 299 -669 -69%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$21K 249 +15 +6%
PTC
57
Private Trust Company
Ohio
$20.1K 240 +240 New
AAG
58
Armstrong Advisory Group
Massachusetts
$19.5K 233 +233 New
Comerica Bank
59
Comerica Bank
Texas
$14.4K 172 +172 New
RA
60
Rise Advisors
New York
$7.71K 92 -35 -28%
AWM
61
Avior Wealth Management
Nebraska
$6.52K 78 +78 New
IRC
62
Investors Research Corp
Georgia
$3.01K 36 – –
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$2.68K 32 +32 New
TIM
64
Tortoise Investment Management
New York
$2.09K 25 +25 New
BCWM
65
Bartlett & Co Wealth Management
Ohio
$167 2 +2 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
– – -2,549 Closed
UBS Group
67
UBS Group
Switzerland
– – -1,900 Closed
HS
68
Horan Securities
United States
– – -1,295 Closed
AssetMark Inc
69
AssetMark Inc
California
– – -429 Closed
DI
70
Disciplined Investments
Oklahoma
– – -24 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
BC
72
Bartlett & Co
Ohio
$0 2 +2 New
1 2
3