We are live on ! Find out more
JPME icon

JPMorgan Diversified Return US Mid Cap Equity ETF

89 hedge funds and large institutions have $239M 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, 29 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more funds holding

Funds holding: 8689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7.69% less ownership

Funds ownership: 75.52%67.82% (-7.7%)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

20% less capital invested

Capital invested by funds: $298M → $239M (-$59.3M)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
29
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
76
Total Investment Management
Arizona
$13.3K +$12.8K +128 New
TFG
77
Team Financial Group
California
$11.8K +$11.4K +114 New
RA
78
Rise Advisors
New York
$9.89K
GSWM
79
Golden State Wealth Management
California
$8.5K
IRC
80
Investors Research Corp
Georgia
$3.73K
FWM
81
FSA Wealth Management
Massachusetts
$2.59K
IWM
82
IMG Wealth Management
Florida
$2.18K
Wells Fargo
83
Wells Fargo
California
$1.97K +$1.79K +18 +1,800%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$1.35K
PSFG
85
Park Square Financial Group
Georgia
$726
FFA
86
Frazier Financial Advisors
Ohio
$650
AssetMark Inc
87
AssetMark Inc
California
$311 -$53.6K -537 -99%
NA
88
NewEdge Advisors
Louisiana
$207
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$104
Goldman Sachs
90
Goldman Sachs
New York
-$2.7M -26,846 Closed
AWS
91
Atria Wealth Solutions
New York
-$982K -9,768 Closed
GWP
92
Gateway Wealth Partners
Wisconsin
-$775K -7,710 Closed
TFA
93
Teamwork Financial Advisors
Texas
-$223K -2,216 Closed
3IP
94
3Chopt Investment Partners
Virginia
-$37.4K -372 Closed
WF
95
Wayfinding Financial
Washington
-$28K -281 Closed
SW
96
SVB Wealth
Massachusetts
-$19.3K -192 Closed
FFA
97
Farther Finance Advisors
California
-$2.92K -29 Closed

JPME Hedge Fund Activity: Q2 2025 in Review

89 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2025, worth a combined $239M — down 20% from $298M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPME positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Cerity Partners, cutting an estimated $60.1M.

  • 89 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2025, up from 86 in Q1 2025.
  • Funds reported $239M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2025, down 20% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2025 was Morgan Stanley, an estimated $14.8M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2025 was Cerity Partners, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2025.