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JPMorgan Diversified Return US Mid Cap Equity ETF

60 hedge funds and large institutions have $243M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

19% more capital invested

Capital invested by funds: $203M → $243M (+$39.6M)

13% more funds holding

Funds holding: 5360 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.58% less ownership

Funds ownership: 83.12%82.54% (-0.58%)

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
23
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$65.2M -$2.89M -34,552 -4%
CW
2
CreativeOne Wealth
Kansas
$29.6M -$799K -9,543 -3%
SL
3
Systelligence LLC
Minnesota
$19.8M -$1.29M -15,456 -6%
LPL Financial
4
LPL Financial
California
$16.6M +$7.52M +89,858 +84%
GM
5
GeoWealth Management
Illinois
$12.7M +$303K +3,618 +2%
TC
6
Trilogy Capital
California
$12.1M -$488K -5,827 -4%
Jane Street
7
Jane Street
New York
$10.6M +$3.78M +45,173 +56%
RW
8
RVW Wealth
California
$8.7M -$152K -1,818 -2%
1WM
9
1900 Wealth Management
Texas
$8.09M -$663K -7,917 -8%
AWC
10
Adamsbrown Wealth Consultants
Kansas
$7.75M +$1.66M +19,849 +27%
AP
11
Appleton Partners
Massachusetts
$7.16M -$218K -2,608 -3%
Ameriprise
12
Ameriprise
Minnesota
$4.91M +$1.65M +19,695 +51%
Bank of America
13
Bank of America
North Carolina
$4.24M +$282K +3,374 +7%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$3.99M +$272K +3,248 +7%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.68M +$1.41M +16,905 +113%
Morgan Stanley
16
Morgan Stanley
New York
$2.36M +$697K +8,324 +42%
ACA
17
Aspire Capital Advisors
Washington
$2.11M +$2.09M +25,017 New
LAS
18
LWM Advisory Services
Florida
$2.09M +$518K +6,184 +33%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2M +$619K +7,392 +45%
AWM
20
AE Wealth Management
Kansas
$1.85M +$1.84M +21,979 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.83M +$1.21M +14,455 +199%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.6M -$52.4K -626 -3%
AC
23
Apella Capital
Connecticut
$1.53M -$151K -1,803 -9%
RPSA
24
Richard P. Slaughter Associates
Texas
$1.5M -$152K -1,819 -9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.32M +$93.3K +1,115 +8%