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JPMorgan Diversified Return US Mid Cap Equity ETF

102 hedge funds and large institutions have $267M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 27

10% more funds holding

Funds holding: 93102 (+9)

7% more capital invested

Capital invested by funds: $251M → $267M (+$16.5M)

5.84% more ownership

Funds ownership: 63.9%69.74% (+5.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
40
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
51
Thoroughbred Financial Services
Tennessee
$524K -$6.81K -63 -1%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$497K -$282K -2,611 -36%
FTS
53
Fifth Third Securities
Ohio
$489K +$7.68K +71 +2%
E
54
Entelevest
Florida
$483K +$480K +4,442 New
SWP
55
Stratos Wealth Partners
Ohio
$483K -$1.51K -14 -0.3%
TCM
56
Traub Capital Management
Massachusetts
$451K
MAM
57
McLaughlin Asset Management
Illinois
$448K +$446K +4,124 New
AWC
58
Adamsbrown Wealth Consultants
Kansas
$384K -$40.1K -371 -9%
KPWS
59
Kestra Private Wealth Services
Texas
$351K -$38.4K -355 -10%
PS
60
Principal Securities
Iowa
$336K +$169K +1,563 +102%
Ameriprise
61
Ameriprise
Minnesota
$288K -$169K -1,563 -37%
SG
62
StoneX Group
New York
$287K +$21.1K +195 +8%
EWA
63
EverSource Wealth Advisors
Alabama
$271K -$541 -5 -0.2%
LGG
64
Luts & Greenleigh Group
Maryland
$267K +$44.6K +413 +20%
PA
65
PFG Advisors
Arizona
$254K -$20.8K -192 -8%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$230K -$60.3K -558 -21%
CWWM
67
Curry Webb Wealth Management
Indiana
$228K +$227K +2,101 New
PA
68
ProCore Advisors
California
$226K +$225K +2,082 New
CSP
69
Cary Street Partners
Virginia
$216K -$4.22K -39 -2%
OIA
70
OneDigital Investment Advisors
Kansas
$203K +$202K +1,873 New
PTC
71
Private Trust Company
Ohio
$131K +$4.76K +44 +4%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$124K -$2.49K -23 -2%
BlackRock
73
BlackRock
New York
$111K +$56.3K +521 +104%
AFG
74
Albion Financial Group
Utah
$102K
GRP
75
Global Retirement Partners
California
$99.5K +$649 +6 +0.7%

JPME Hedge Fund Activity: Q4 2025 in Review

102 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2025, worth a combined $267M — up 6.6% from $251M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPME positions and 8 closed out — a net gain of 12 holders — while 40 added to existing stakes and 27 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $2.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $820K sold.

  • 102 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2025, up from 93 in Q3 2025.
  • Funds reported $267M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2025, up 6.6% quarter-over-quarter.
  • 20 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2025 and 8 closed out, a net change of +12 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2025 was HighTower Advisors, an estimated $2.7M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2025 was Goldman Sachs, an estimated $820K sold.

Based on aggregated 13F filings for Q4 2025.