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JPMorgan Diversified Return US Mid Cap Equity ETF

87 hedge funds and large institutions have $228M 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, 26 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
26
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
76
Rise Advisors
New York
$9.89K
GSWM
77
Golden State Wealth Management
California
$8.5K
IRC
78
Investors Research Corp
Georgia
$3.73K
FWM
79
FSA Wealth Management
Massachusetts
$2.59K
IWM
80
IMG Wealth Management
Florida
$2.18K
Wells Fargo
81
Wells Fargo
California
$1.97K +$1.86K +18 +1,800%
BCWM
82
Bartlett & Co Wealth Management
Ohio
$1.35K
PSFG
83
Park Square Financial Group
Georgia
$726
FFA
84
Frazier Financial Advisors
Ohio
$650
AssetMark Inc
85
AssetMark Inc
California
$311 -$55.7K -537 -99%
NA
86
NewEdge Advisors
Louisiana
$207
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$104
Goldman Sachs
88
Goldman Sachs
New York
-$2.7M -26,846 Closed
AWS
89
Atria Wealth Solutions
New York
-$982K -9,768 Closed
GWP
90
Gateway Wealth Partners
Wisconsin
-$775K -7,710 Closed
TFA
91
Teamwork Financial Advisors
Texas
-$223K -2,216 Closed
3IP
92
3Chopt Investment Partners
Virginia
-$37.4K -372 Closed
WF
93
Wayfinding Financial
Washington
-$28K -281 Closed
SW
94
SVB Wealth
Massachusetts
-$19.3K -192 Closed
FFA
95
Farther Finance Advisors
California
-$2.92K -29 Closed