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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

82 hedge funds and large institutions have $319M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $279M → $319M (+$39.6M)

5% more funds holding

Funds holding: 78 → 82 (+4)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0.65% more ownership

Funds ownership: 76.23% → 76.88% (+0.65%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
31
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
Teamwork Financial Advisors
Texas
+$11.4M
2
Goldman Sachs
Goldman Sachs
New York
+$7.28M
3
CW
CreativeOne Wealth
Kansas
+$5.3M
4
DAS
Dynamic Advisor Solutions
Arizona
+$2.52M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.42M

Top Sellers

1
GA
Goldstein Advisors
Wisconsin
-$22.2M
2
Jane Street
Jane Street
New York
-$944K
3
EAM
Empirical Asset Management
Massachusetts
-$712K
4
Morgan Stanley
Morgan Stanley
New York
-$504K
5
Citadel Advisors
Citadel Advisors
Florida
-$502K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTS
51
Fifth Third Securities
Ohio
$485K -$800 -8 -0.2%
AWC
52
Adamsbrown Wealth Consultants
Kansas
$480K -$65K -650 -12%
KPWS
53
Kestra Private Wealth Services
Texas
$467K +$48.3K +483 +12%
EWA
54
EverSource Wealth Advisors
Alabama
$357K -$245K -2,446 -42%
FWA
55
FSM Wealth Advisors
Ohio
$333K – – –
PA
56
PFG Advisors
Arizona
$311K -$29K -290 -9%
Mariner
57
Mariner
Kansas
$298K -$107K -1,073 -27%
RJA
58
Raymond James & Associates
Florida
$214K +$204K +2,039 New
FTDI
59
First Trust Direct Indexing
Massachusetts
$211K +$201K +2,011 New
SWM
60
Sanctuary Wealth Management
Idaho
$191K – – –
GRP
61
Global Retirement Partners
California
$98.6K -$94.7K -947 -50%
AFG
62
Albion Financial Group
Utah
$98.3K -$67.4K -674 -42%
PS
63
Principal Securities
Iowa
$90.3K +$300 +3 +0.4%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$87.5K -$10.3K -103 -11%
AWM
65
Aspire Wealth Management
Massachusetts
$79.5K -$4.9K -49 -6%
PTC
66
Private Trust Company
Ohio
$53.8K +$1.5K +15 +3%
Citigroup
67
Citigroup
New York
$53K – – –
ACM
68
Anfield Capital Management
California
$40.4K +$38.5K +385 New
IA
69
IFP Advisors
Florida
$32.8K +$100 +1 +0.3%
ADL
70
Asset Dedication LLC
California
$24.6K +$23.4K +234 New
CAS
71
Coppell Advisory Solutions
Texas
$20.7K – – –
RA
72
Rise Advisors
New York
$9.86K +$100 +1 +1%
AWM
73
Avior Wealth Management
Nebraska
$8.19K – – –
AssetMark Inc
74
AssetMark Inc
California
$3.78K -$300 -3 -8%
IRC
75
Investors Research Corp
Georgia
$3.78K – – –
1 2
3
4

JPME Hedge Fund Activity: Q3 2024 in Review

82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2024, worth a combined $319M — up 14% from $279M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPME positions and 4 closed out — a net gain of 5 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Teamwork Financial Advisors, adding an estimated $11.4M. The largest seller was Goldstein Advisors, cutting an estimated $22.2M.

  • 82 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2024, up from 78 in Q2 2024.
  • Funds reported $319M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2024 and 4 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2024 was Teamwork Financial Advisors, an estimated $11.4M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2024 was Goldstein Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2024.