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JPMorgan Diversified Return US Mid Cap Equity ETF

93 hedge funds and large institutions have $251M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

4% more funds holding

Funds holding: 8993 (+4)

5% more capital invested

Capital invested by funds: $239M → $251M (+$11.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.93% less ownership

Funds ownership: 67.82%63.9% (-3.9%)

21% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 34

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
27
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$389K -$4.69K -44 -1%
CCM
52
Compass Capital Management
Minnesota
$365K +$359K +3,370 New
GM
53
GeoWealth Management
Illinois
$331K -$25.2K -237 -7%
MFG
54
Merit Financial Group
Georgia
$307K +$302K +2,835 New
Jane Street
55
Jane Street
New York
$296K +$290K +2,725 New
MML Investors Services
56
MML Investors Services
Massachusetts
$293K -$816K -7,656 -74%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$290K -$881K -8,273 -76%
PA
58
PFG Advisors
Arizona
$274K -$4.79K -45 -2%
EWA
59
EverSource Wealth Advisors
Alabama
$271K -$8.63K -81 -3%
SG
60
StoneX Group
New York
$265K +$260K +2,443 New
AIM
61
Advyzon Investment Management
Illinois
$229K +$225K +2,113 New
LGG
62
Luts & Greenleigh Group
Maryland
$222K +$218K +2,046 New
CSP
63
Cary Street Partners
Virginia
$220K +$216K +2,028 New
CFG
64
Cosner Financial Group
Colorado
$219K +$533 +5 +0.1%
PS
65
Principal Securities
Iowa
$166K +$4.58K +43 +3%
PTC
66
Private Trust Company
Ohio
$126K +$67.5K +634 +119%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$126K +$21.8K +205 +21%
SPIA
68
Steward Partners Investment Advisory
New York
$104K -$14.8K -139 -13%
AFG
69
Albion Financial Group
Utah
$102K
BBHC
70
Brown Brothers Harriman & Co
New York
$99.2K
GRP
71
Global Retirement Partners
California
$98.7K +$533 +5 +0.6%
AWM
72
AE Wealth Management
Kansas
$93K -$639 -6 -0.7%
NEWAS
73
N.E.W. Advisory Services
Wisconsin
$90.4K -$656K -6,160 -88%
BlackRock
74
BlackRock
New York
$54.1K +$53.2K +499 New
Citigroup
75
Citigroup
New York
$51K

JPME Hedge Fund Activity: Q3 2025 in Review

93 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2025, worth a combined $251M — up 4.8% from $239M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPME positions and 7 closed out — a net gain of 6 holders — while 27 added to existing stakes and 34 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $3.25M. The largest seller was CreativeOne Wealth, cutting an estimated $5.64M.

  • 93 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2025, up from 89 in Q2 2025.
  • Funds reported $251M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2025, up 4.8% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2025 was Jones Financial Companies, an estimated $3.25M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2025 was CreativeOne Wealth, an estimated $5.64M sold.

Based on aggregated 13F filings for Q3 2025.