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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

110 hedge funds and large institutions have $269M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

8% more funds holding

Funds holding: 102 → 110 (+8)

1% more capital invested

Capital invested by funds: $267M → $269M (+$2.35M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

2.46% less ownership

Funds ownership: 69.74% → 67.27% (-2.5%)

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
34
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
+$2.77M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.56M
3
MWM
Modern Wealth Management
Kansas
+$2.52M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.92M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.29M

Top Sellers

1
DAS
Dynamic Advisor Solutions
Arizona
-$15.4M
2
Morgan Stanley
Morgan Stanley
New York
-$4.03M
3
SA
Sanctuary Advisors
Indiana
-$1.69M
4
Citadel Advisors
Citadel Advisors
Florida
-$869K
5
Stifel Financial
Stifel Financial
Missouri
-$771K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
101
MCF Advisors
Kentucky
$2.98K +$2.99K +26 New
IWM
102
IMG Wealth Management
Florida
$2.4K – – –
PA
103
Parallel Advisors
California
$1.98K – – –
TWD
104
True Wealth Design
Ohio
$1.95K +$1.95K +17 New
BCWM
105
Bartlett & Co Wealth Management
Ohio
$962 – – –
FFA
106
Frazier Financial Advisors
Ohio
$729 – – –
AssetMark Inc
107
AssetMark Inc
California
$344 -$2.07K -18 -86%
SWP
108
Strategic Wealth Partners
Ohio
$344 – – –
UBS AM
109
UBS AM
Illinois
$229 +$230 +2 New
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$115 – – –
Two Sigma Investments
111
Two Sigma Investments
New York
– -$761K -7,000 Closed
PA
112
ProCore Advisors
California
– -$226K -2,082 Closed
CSP
113
Cary Street Partners
Virginia
– -$216K -1,989 Closed
RFP
114
Root Financial Partners
California
– -$3.91K -36 Closed
AF
115
Allworth Financial
California
– -$2.72K -25 Closed
ACA
116
Aptus Capital Advisors
Alabama
– -$435 -4 Closed
1 2 3 4
5

JPME Hedge Fund Activity: Q1 2026 in Review

110 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q1 2026, worth a combined $269M — up 0.88% from $267M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JPME positions and 6 closed out — a net gain of 11 holders — while 34 added to existing stakes and 35 trimmed.

The largest buyer was Equitable Holdings, opening a new position worth an estimated $2.77M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $15.4M.

  • 110 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q1 2026, up from 102 in Q4 2025.
  • Funds reported $269M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q1 2026, up 0.88% quarter-over-quarter.
  • 17 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q1 2026 and 6 closed out, a net change of +11 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q1 2026 was Equitable Holdings, an estimated $2.77M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q1 2026 was Dynamic Advisor Solutions, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2026.