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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

88 hedge funds and large institutions have $313M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

7% more funds holding

Funds holding: 82 → 88 (+6)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0.61% less ownership

Funds ownership: 76.88% → 76.27% (-0.61%)

2% less capital invested

Capital invested by funds: $319M → $313M (-$6.17M)

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
31
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MA
MAS Advisors
Florida
+$1.86M
2
LPL Financial
LPL Financial
California
+$1.56M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.48M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.45M
5
DAS
Dynamic Advisor Solutions
Arizona
+$931K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$4.39M
2
GWP
Gateway Wealth Partners
Wisconsin
-$4.15M
3
Goldman Sachs
Goldman Sachs
New York
-$3.1M
4
NEWAS
N.E.W. Advisory Services
Wisconsin
-$985K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$824K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
76
Golden State Wealth Management
California
$8.4K +$8.7K +82 New
AWM
77
Avior Wealth Management
Nebraska
$7.99K – – –
Wells Fargo
78
Wells Fargo
California
$4.8K +$4.88K +46 +4,600%
AssetMark Inc
79
AssetMark Inc
California
$3.69K – – –
IRC
80
Investors Research Corp
Georgia
$3.69K – – –
FWM
81
FSA Wealth Management
Massachusetts
$2.56K – – –
TIM
82
Tortoise Investment Management
New York
$2.56K – – –
IWM
83
IMG Wealth Management
Florida
$2.15K +$2.23K +21 New
BCWM
84
Bartlett & Co Wealth Management
Ohio
$1.33K -$212 -2 -13%
PSFG
85
Park Square Financial Group
Georgia
$717 +$742 +7 New
FFA
86
Frazier Financial Advisors
Ohio
$636 – – –
NA
87
NewEdge Advisors
Louisiana
$205 +$212 +2 New
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$102 – – –
Ameriprise
89
Ameriprise
Minnesota
– -$4.39M -41,778 Closed
FTDI
90
First Trust Direct Indexing
Massachusetts
– -$211K -2,011 Closed
ACM
91
Anfield Capital Management
California
– -$40.4K -385 Closed
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
– -$314 -3 Closed
1 2 3
4

JPME Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2024, worth a combined $313M — down 1.9% from $319M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JPME positions and 4 closed out — a net gain of 10 holders — while 31 added to existing stakes and 29 trimmed.

The largest buyer was MAS Advisors, opening a new position worth an estimated $1.86M. The largest seller was Ameriprise, exiting entirely with an estimated $4.39M sold.

  • 88 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $313M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 14 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2024 and 4 closed out, a net change of +10 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2024 was MAS Advisors, an estimated $1.86M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2024 was Ameriprise, an estimated $4.39M sold.

Based on aggregated 13F filings for Q4 2024.