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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
BBHC
76
Brown Brothers Harriman & Co
New York
$99.4K
AWM
77
AE Wealth Management
Kansas
$93.2K
FFA
78
Farther Finance Advisors
California
$86.2K +$66.9K +619 +356%
SPIA
79
Steward Partners Investment Advisory
New York
$58.9K -$44.8K -414 -43%
Citigroup
80
Citigroup
New York
$48.9K -$2.16K -20 -4%
MCM
81
MAI Capital Management
Ohio
$44.3K
IA
82
IFP Advisors
Florida
$34.8K -$2.38K -22 -6%
Comerica Bank
83
Comerica Bank
Texas
$31.1K
ADL
84
Asset Dedication LLC
California
$25.4K
PK
85
Pflug Koory
Nebraska
$21.7K +$21.6K +200 New
SAM
86
Smartleaf Asset Management
Massachusetts
$14.1K +$324 +3 +2%
TFG
87
Team Financial Group
California
$12.5K +$108 +1 +0.9%
GSWM
88
Golden State Wealth Management
California
$8.91K
RFP
89
Root Financial Partners
California
$3.91K +$3.89K +36 New
GWS
90
Greykasell Wealth Strategies
California
$3.72K +$3.68K +34 New
WP
91
WealthShield Partners
North Carolina
$3.69K +$3.68K +34 New
AF
92
Allworth Financial
California
$2.72K +$2.7K +25 New
IWM
93
IMG Wealth Management
Florida
$2.28K
AssetMark Inc
94
AssetMark Inc
California
$2.28K +$1.95K +18 +600%
PA
95
Parallel Advisors
California
$1.87K +$1.84K +17 New
BCWM
96
Bartlett & Co Wealth Management
Ohio
$869
FFA
97
Frazier Financial Advisors
Ohio
$690
CIAS
98
Capital Investment Advisory Services
North Carolina
$652 +$649 +6 New
ACA
99
Aptus Capital Advisors
Alabama
$435 +$432 +4 New
SWP
100
Strategic Wealth Partners
Ohio
$326 +$324 +3 New

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.