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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.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 6060 (0)

19% less capital invested

Capital invested by funds: $243M → $196M (-$46.6M)

20.74% less ownership

Funds ownership: 82.54%61.8% (-21%)

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 Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$30.8M +$654K +7,539 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$21.6M +$19.1M +219,615 +690%
LPL Financial
3
LPL Financial
California
$18.3M +$1.37M +15,843 +8%
GA
4
Goldstein Advisors
Wisconsin
$17.2M +$16.9M +194,502 +2,965%
GM
5
GeoWealth Management
Illinois
$13.7M +$782K +9,010 +6%
TC
6
Trilogy Capital
California
$12.6M +$247K +2,848 +2%
RW
7
RVW Wealth
California
$8.82M -$56.2K -648 -0.6%
AWC
8
Adamsbrown Wealth Consultants
Kansas
$8.34M +$437K +5,032 +5%
AP
9
Appleton Partners
Massachusetts
$7.24M -$53.9K -621 -0.7%
1WM
10
1900 Wealth Management
Texas
$6.65M -$1.56M -18,021 -19%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$4.33M +$265K +3,052 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.28M +$4.33M +49,903 New
Bank of America
13
Bank of America
North Carolina
$3.72M -$611K -7,045 -14%
Morgan Stanley
14
Morgan Stanley
New York
$3.3M +$901K +10,382 +37%
ACA
15
Aspire Capital Advisors
Washington
$2.71M +$573K +6,600 +26%
LAS
16
LWM Advisory Services
Florida
$2.51M +$388K +4,473 +18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.47M +$437K +5,035 +21%
KAS
18
Kestra Advisory Services
Texas
$2.24M +$1.39M +16,009 +159%
Ameriprise
19
Ameriprise
Minnesota
$2.23M -$2.82M -32,444 -56%
WF
20
Wayfinding Financial
Washington
$2.11M +$2.14M +24,651 New
CL
21
Choreo LLC
Illinois
$2.06M +$2.09M +24,032 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.95M +$86.5K +997 +5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.67M +$45.7K +527 +3%
GWP
24
Gateway Wealth Partners
Wisconsin
$1.55M +$1.32M +15,226 +528%
RPSA
25
Richard P. Slaughter Associates
Texas
$1.5M -$24.8K -286 -2%