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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

Overview Fund Activity

75 hedge funds and large institutions have $305M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
29
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$58.7M
2
LPL Financial
2
LPL Financial
California
$24.5M
3
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$3.13M
4
Ameriprise
4
Ameriprise
Minnesota
$2.36M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$14.7M
2
Jane Street
2
Jane Street
New York
$230K
3
TC
3
Trilogy Capital
California
$11.6M
4
GM
4
GeoWealth Management
Illinois
$1.47M
5
1WM
5
1900 Wealth Management
Texas
$5.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$61.9M 673,821 -10,445 -2%
Morgan Stanley
2
Morgan Stanley
New York
$58.7M 639,222 +318,229 +99%
HighTower Advisors
3
HighTower Advisors
Illinois
$26.9M 292,509 +9,904 +4%
LPL Financial
4
LPL Financial
California
$24.5M 266,264 +32,065 +14%
GA
5
Goldstein Advisors
Wisconsin
$20.1M 219,216 +3,270 +2%
CW
6
CreativeOne Wealth
Kansas
$14.7M 159,680 -86,807 -35%
TC
7
Trilogy Capital
California
$11.6M 125,826 -13,439 -10%
RW
8
RVW Wealth
California
$8.41M 91,565 -4,543 -5%
AP
9
Appleton Partners
Massachusetts
$8.03M 87,405 +3,394 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.14M 55,915 +438 +0.8%
1WM
11
1900 Wealth Management
Texas
$5.07M 55,191 -11,226 -17%
DAS
12
Dynamic Advisor Solutions
Arizona
$4.64M 51,045 +8,236 +19%
JSW
13
Journey Strategic Wealth
New Jersey
$4.43M 48,181 +2,373 +5%
ACA
14
Aspire Capital Advisors
Washington
$3.17M 34,512 +1,979 +6%
NEWAS
15
N.E.W. Advisory Services
Wisconsin
$3.13M 34,084 +19,576 +135%
GWP
16
Gateway Wealth Partners
Wisconsin
$2.85M 31,069 +4,399 +16%
Ameriprise
17
Ameriprise
Minnesota
$2.36M 25,659 +17,677 +221%
Bank of America
18
Bank of America
North Carolina
$2.3M 25,021 -597 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.17M 23,636 +4,496 +23%
KAS
20
Kestra Advisory Services
Texas
$2.17M 23,635 +1,631 +7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.15M 23,428 +3,696 +19%
WF
22
Wayfinding Financial
Washington
$2.12M 23,113 -196 -0.8%
LAS
23
LWM Advisory Services
Florida
$1.49M 16,179 +658 +4%
GM
24
GeoWealth Management
Illinois
$1.47M 15,961 -12,484 -44%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.41M 15,300 -1,219 -7%
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