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JPMorgan Diversified Return US Mid Cap Equity ETF

84 hedge funds and large institutions have $289M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
32
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FTS
51
Fifth Third Securities
Ohio
$448K 4,453 -281 -6%
AWC
52
Adamsbrown Wealth Consultants
Kansas
$398K 3,954 -63 -2%
KPWS
53
Kestra Private Wealth Services
Texas
$385K 3,831 -91 -2%
GM
54
GeoWealth Management
Illinois
$380K 3,782 -7,407 -66%
EWA
55
EverSource Wealth Advisors
Alabama
$277K 2,752 -143 -5%
PA
56
PFG Advisors
Arizona
$273K 2,715 -148 -5%
TFA
57
Teamwork Financial Advisors
Texas
$223K 2,216 -124,607 -98%
PS
58
Principal Securities
Iowa
$184K 1,793
AFG
59
Albion Financial Group
Utah
$162K 1,610 +674 +72%
SPIA
60
Steward Partners Investment Advisory
New York
$104K 1,038
Fidelity Investments
61
Fidelity Investments
Massachusetts
$94.5K 940 +16 +2%
AWM
62
AE Wealth Management
Kansas
$87.1K 866 -92 -10%
PTC
63
Private Trust Company
Ohio
$61.6K 612 +221 +57%
AssetMark Inc
64
AssetMark Inc
California
$54.3K 540 +504 +1,400%
Citigroup
65
Citigroup
New York
$50.8K 505
3IP
66
3Chopt Investment Partners
Virginia
$37.4K 372 +372 New
MCM
67
MAI Capital Management
Ohio
$31.8K 316
IA
68
IFP Advisors
Florida
$31.7K 315 +1 +0.3%
WF
69
Wayfinding Financial
Washington
$28K 281 +281 New
ADL
70
Asset Dedication LLC
California
$23.5K 234
SW
71
SVB Wealth
Massachusetts
$19.3K 192 +192 New
SAM
72
Smartleaf Asset Management
Massachusetts
$19.1K 191 +191 New
RA
73
Rise Advisors
New York
$9.54K 95 +1 +1%
GSWM
74
Golden State Wealth Management
California
$8.25K 82
IRC
75
Investors Research Corp
Georgia
$3.62K 36