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JPMorgan Diversified Return US Mid Cap Equity ETF

89 hedge funds and large institutions have $239M 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, 29 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more funds holding

Funds holding: 8689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7.69% less ownership

Funds ownership: 75.52%67.82% (-7.7%)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

20% less capital invested

Capital invested by funds: $298M → $239M (-$59.3M)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
29
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
51
Fifth Third Securities
Ohio
$476K +$13.7K +137 +3%
TCM
52
Traub Capital Management
Massachusetts
$430K +$414K +4,150 New
AWC
53
Adamsbrown Wealth Consultants
Kansas
$410K +$100 +1 +0%
KPWS
54
Kestra Private Wealth Services
Texas
$377K -$19.7K -198 -5%
GM
55
GeoWealth Management
Illinois
$341K -$49K -491 -13%
EWA
56
EverSource Wealth Advisors
Alabama
$267K -$17.6K -176 -6%
PA
57
PFG Advisors
Arizona
$267K -$13.9K -139 -5%
PS
58
Principal Securities
Iowa
$155K -$30.2K -303 -17%
SPIA
59
Steward Partners Investment Advisory
New York
$114K +$5.68K +57 +5%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$99.2K +$1.7K +17 +2%
AFG
61
Albion Financial Group
Utah
$97.1K -$67.2K -674 -42%
BBHC
62
Brown Brothers Harriman & Co
New York
$94.9K +$91.3K +915 New
GRP
63
Global Retirement Partners
California
$93.9K +$90.3K +905 New
AWM
64
AE Wealth Management
Kansas
$89.6K -$199 -2 -0.2%
PTC
65
Private Trust Company
Ohio
$55.1K -$8.08K -81 -13%
UBS Group
66
UBS Group
Switzerland
$52.3K +$50.3K +504 New
Citigroup
67
Citigroup
New York
$48.7K -$3.49K -35 -7%
IA
68
IFP Advisors
Florida
$32.8K +$199 +2 +0.6%
AAS
69
Ameritas Advisory Services
Nebraska
$31.4K +$30.1K +302 New
Comerica Bank
70
Comerica Bank
Texas
$29.7K +$28.5K +286 New
MCM
71
MAI Capital Management
Ohio
$28.5K -$4.09K -41 -13%
ADL
72
Asset Dedication LLC
California
$24.3K
CA
73
Clearstead Advisors
Ohio
$23.7K +$22.8K +229 New
SAM
74
Smartleaf Asset Management
Massachusetts
$17.5K -$2.19K -22 -12%
TPW
75
Talon Private Wealth
Florida
$14.1K +$13.6K +136 New

JPME Hedge Fund Activity: Q2 2025 in Review

89 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2025, worth a combined $239M — down 20% from $298M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPME positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Cerity Partners, cutting an estimated $60.1M.

  • 89 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2025, up from 86 in Q1 2025.
  • Funds reported $239M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2025, down 20% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2025 was Morgan Stanley, an estimated $14.8M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2025 was Cerity Partners, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2025.