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JPMorgan Diversified Return US Mid Cap Equity ETF

100 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 18 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$93.2K
FFA
77
Farther Finance Advisors
California
$86.2K
SPIA
78
Steward Partners Investment Advisory
New York
$58.9K
Citigroup
79
Citigroup
New York
$48.9K
MCM
80
MAI Capital Management
Ohio
$44.3K
IA
81
IFP Advisors
Florida
$34.8K
Comerica Bank
82
Comerica Bank
Texas
$31.1K
ADL
83
Asset Dedication LLC
California
$25.4K
PK
84
Pflug Koory
Nebraska
$21.7K
SAM
85
Smartleaf Asset Management
Massachusetts
$14.1K
TFG
86
Team Financial Group
California
$12.5K
GSWM
87
Golden State Wealth Management
California
$8.91K
RFP
88
Root Financial Partners
California
$3.91K
GWS
89
Greykasell Wealth Strategies
California
$3.72K
WP
90
WealthShield Partners
North Carolina
$3.69K
AF
91
Allworth Financial
California
$2.72K
IWM
92
IMG Wealth Management
Florida
$2.28K
AssetMark Inc
93
AssetMark Inc
California
$2.28K
PA
94
Parallel Advisors
California
$1.87K
BCWM
95
Bartlett & Co Wealth Management
Ohio
$869
FFA
96
Frazier Financial Advisors
Ohio
$690
CIAS
97
Capital Investment Advisory Services
North Carolina
$652
ACA
98
Aptus Capital Advisors
Alabama
$435
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$109
Wells Fargo
100
Wells Fargo
California
$64