JPME icon

JPMorgan Diversified Return US Mid Cap Equity ETF

87 hedge funds and large institutions have $228M 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, 26 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
26
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWC
51
Adamsbrown Wealth Consultants
Kansas
$410K +$104 +1 +0%
KPWS
52
Kestra Private Wealth Services
Texas
$377K -$20.5K -198 -5%
GM
53
GeoWealth Management
Illinois
$341K -$50.9K -491 -13%
EWA
54
EverSource Wealth Advisors
Alabama
$267K -$18.3K -176 -6%
PA
55
PFG Advisors
Arizona
$267K -$14.4K -139 -5%
PS
56
Principal Securities
Iowa
$155K -$31.4K -303 -17%
SPIA
57
Steward Partners Investment Advisory
New York
$114K +$5.91K +57 +5%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$99.2K +$1.76K +17 +2%
AFG
59
Albion Financial Group
Utah
$97.1K -$69.9K -674 -42%
BBHC
60
Brown Brothers Harriman & Co
New York
$94.9K +$94.9K +915 New
GRP
61
Global Retirement Partners
California
$93.9K +$93.9K +905 New
AWM
62
AE Wealth Management
Kansas
$89.6K -$207 -2 -0.2%
PTC
63
Private Trust Company
Ohio
$55.1K -$8.4K -81 -13%
UBS Group
64
UBS Group
Switzerland
$52.3K +$52.3K +504 New
Citigroup
65
Citigroup
New York
$48.7K -$3.63K -35 -7%
IA
66
IFP Advisors
Florida
$32.8K +$207 +2 +0.6%
AAS
67
Ameritas Advisory Services
Nebraska
$31.4K +$31.4K +302 New
Comerica Bank
68
Comerica Bank
Texas
$29.7K +$29.7K +286 New
MCM
69
MAI Capital Management
Ohio
$28.5K -$4.25K -41 -13%
ADL
70
Asset Dedication LLC
California
$24.3K
CA
71
Clearstead Advisors
Ohio
$23.7K +$23.7K +229 New
SAM
72
Smartleaf Asset Management
Massachusetts
$17.5K -$2.27K -22 -12%
TPW
73
Talon Private Wealth
Florida
$14.1K +$14.1K +136 New
TIM
74
Total Investment Management
Arizona
$13.3K +$13.3K +128 New
TFG
75
Team Financial Group
California
$11.8K +$11.8K +114 New