JPME icon

JPMorgan Diversified Return US Mid Cap Equity ETF

60 hedge funds and large institutions have $196M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
9
Increased
29
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$30.8M 359,104 +7,539 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$21.6M 251,439 +219,615 +690%
LPL Financial
3
LPL Financial
California
$18.3M 213,013 +15,843 +8%
GA
4
Goldstein Advisors
Wisconsin
$17.2M 201,063 +194,502 +2,965%
GM
5
GeoWealth Management
Illinois
$13.7M 159,798 +9,010 +6%
TC
6
Trilogy Capital
California
$12.6M 146,822 +2,848 +2%
RW
7
RVW Wealth
California
$8.82M 102,754 -648 -0.6%
AWC
8
Adamsbrown Wealth Consultants
Kansas
$8.34M 97,158 +5,032 +5%
AP
9
Appleton Partners
Massachusetts
$7.24M 84,408 -621 -0.7%
1WM
10
1900 Wealth Management
Texas
$6.65M 78,117 -18,021 -19%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$4.33M 50,447 +3,052 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.28M 49,903 +49,903 New
Bank of America
13
Bank of America
North Carolina
$3.72M 43,364 -7,045 -14%
Morgan Stanley
14
Morgan Stanley
New York
$3.3M 38,452 +10,382 +37%
ACA
15
Aspire Capital Advisors
Washington
$2.71M 31,617 +6,600 +26%
LAS
16
LWM Advisory Services
Florida
$2.51M 29,255 +4,473 +18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.47M 28,778 +5,035 +21%
KAS
18
Kestra Advisory Services
Texas
$2.24M 26,091 +16,009 +159%
Ameriprise
19
Ameriprise
Minnesota
$2.23M 25,928 -32,444 -56%
WF
20
Wayfinding Financial
Washington
$2.11M 24,651 +24,651 New
CL
21
Choreo LLC
Illinois
$2.06M 24,032 +24,032 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.95M 22,727 +997 +5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.67M 19,514 +527 +3%
GWP
24
Gateway Wealth Partners
Wisconsin
$1.55M 18,108 +15,226 +528%
RPSA
25
Richard P. Slaughter Associates
Texas
$1.5M 17,541 -286 -2%