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JPMorgan Diversified Return US Mid Cap Equity ETF

88 hedge funds and large institutions have $313M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

7% more funds holding

Funds holding: 8288 (+6)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0.61% less ownership

Funds ownership: 76.88%76.27% (-0.61%)

2% less capital invested

Capital invested by funds: $319M → $313M (-$6.17M)

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
31
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$509K -$300K -2,833 -36%
FTS
52
Fifth Third Securities
Ohio
$485K +$12.5K +118 +3%
ZI
53
ZEGA Investments
Florida
$456K +$453K +4,270 New
AWC
54
Adamsbrown Wealth Consultants
Kansas
$412K -$58.2K -549 -12%
KPWS
55
Kestra Private Wealth Services
Texas
$402K -$55.4K -522 -12%
FWA
56
FSM Wealth Advisors
Ohio
$335K
EWA
57
EverSource Wealth Advisors
Alabama
$297K -$53.5K -504 -15%
PA
58
PFG Advisors
Arizona
$293K -$10.8K -102 -3%
Mariner
59
Mariner
Kansas
$247K -$45K -424 -15%
PS
60
Principal Securities
Iowa
$184K +$99K +933 +108%
SWM
61
Sanctuary Wealth Management
Idaho
$170K -$17.7K -167 -9%
SPIA
62
Steward Partners Investment Advisory
New York
$106K +$110K +1,038 New
AWM
63
AE Wealth Management
Kansas
$98.2K +$102K +958 New
AFG
64
Albion Financial Group
Utah
$95.9K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$94.7K +$9.65K +91 +11%
GRP
66
Global Retirement Partners
California
$91.9K -$4.46K -42 -4%
UBS Group
67
UBS Group
Switzerland
$66.9K +$69.3K +653 New
Citigroup
68
Citigroup
New York
$51.7K
PTC
69
Private Trust Company
Ohio
$40.1K -$12.8K -121 -24%
MCM
70
MAI Capital Management
Ohio
$32.4K +$33.5K +316 New
IA
71
IFP Advisors
Florida
$32.2K +$212 +2 +0.6%
ADL
72
Asset Dedication LLC
California
$24K
CAS
73
Coppell Advisory Solutions
Texas
$20.3K
CBT
74
CoreFirst Bank & Trust
Kansas
$16K +$16.5K +156 New
RA
75
Rise Advisors
New York
$9.68K

JPME Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2024, worth a combined $313M — down 1.9% from $319M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JPME positions and 4 closed out — a net gain of 10 holders — while 31 added to existing stakes and 29 trimmed.

The largest buyer was MAS Advisors, opening a new position worth an estimated $1.86M. The largest seller was Ameriprise, exiting entirely with an estimated $4.39M sold.

  • 88 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $313M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 14 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2024 and 4 closed out, a net change of +10 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2024 was MAS Advisors, an estimated $1.86M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2024 was Ameriprise, an estimated $4.39M sold.

Based on aggregated 13F filings for Q4 2024.